Past Issues of our Newsletter
2016-2024
YOUR WINDOW ON MONEY
Winter 2024/25 inside this issue
In the news // Nurture your financial wellbeing in 2025 // Don’t invest under the ‘finfluence’ // Why financial procrastination can harm your health (and your finances) // Narrowing the gender protection gap // Advised investors are ‘less vulnerable’ // A few months left to maximise your State Pension …
YOUR WINDOW ON MONEY
Autumn 2024 inside this issue
In the news // Autumn retirement round-up // Finding midlife balance // Self-employed Remember your pension // Which pension personality are you? // Don’t just plan – protect your money // A third of Gen X think they will never retire // Get into the savings habit to enhance your wellbeing …
YOUR WINDOW ON MONEY
Spring 2024 inside this issue
Crafting your retriement strategy // A plan to grow the economy // The cost of dying // AI & scams – don’t get caught out // Adopting an Olympic mindset when investing // Retirement living costs surge …
YOUR WINDOW ON MONEY
Winter 2023/24 inside this issue
Achieving your long-term financial goals // In the news // Getting the economy “back on track” // The sophisticated scammers targeting YOU // Are you due a midlife MOT? // Prospects of stronger economic growth // Sleep easy in 2024 …
YOUR WINDOW ON MONEY
Autumn 2023 inside this issue
Achieving your long-term financial goals // Crackdown on ‘finfluencers’ // The FIRE investment movement // It’s good to talk // Tax punishment on prudence // Protection – a financial and wellbeing safety net // Gender division extends to money matters …
YOUR WINDOW ON MONEY
Summer 2023 inside this issue
Making purposeful financial decisions to combat inflation // The benefits of being a new tax year front runner // Investing myths debunked // How does age affect your life insurance // Pensions round-up // The importance and value of financial advice today // Your retirement – don’t do it a disservice …
YOUR WINDOW ON MONEY
Spring 2023 inside this issue
Rising prices add almost 20% to retirement costs // Spring Budget recap // Over 50 and re-joining the workforce? // Remember your pension // Bringing clarity to your financial decision-making // Baffled and confused? We speak your language // Review your resilience // and more…
YOUR WINDOW ON MONEY
Winter 2022/23 inside this issue
Financial fitness: Building retirement resilience // Family finances: It’s good to talk // Resolution – review and rebalance // Plan ahead to beat the tax chill // FCA issues ‘magic’ scam alert // New year prompt to check your protection // Take control to improve your wellbeing // and more…
YOUR WINDOW ON MONEY
Autumn 2022 inside this issue
Your financial wellbeing hub // Keeping investment emotions in check // Pensions round-up // Looking forward to COP27 // Retire early – repent at leisure? // Rise in protection insurance payouts // and more…
Special Issue
An Introduction to Sustainable and Ethical Investing
The last few years have seen a substantial rise in the popularity of sustainable and ethical investments, driven by an increasing desire for investors to know where their money is going and what it is being used for. However, while these funds have now become an established part of the mainstream investment landscape, many people remain confused about the terminology associated with this type of investing and are unclear how they can actually benefit from being a more conscientious investor. Here, we provide answers to those questions and help guide you through investing’s moral maze.
Summer 2022 inside this issue
Come retirement, you reap what you sow // Don’t give up your protection policy // Know your pension numbers // Good to know – JISA to adult ISA transition period // Sandwich generation: how are you? // At your fingertips – IHT refresh // and more…
Spring 2022 inside this issue
Time to spring into action // Back in the driving seat // What’s your life admin personality type? // In your 40s? Your pension age might be changing // Hello new tax year! // Valuing financial advice // Regulator sets out plans to get more people investing // and more…
Winter 2021/22 inside this issue
Building financial resilience in the new year // Climate concern – consumers and investors tune in // Consider all the variables // Lights, camera, action! // Saving for your child’s future // Investment terms trigger emotional response // and more…
Autumn 2021 inside this issue
Autumn: Time to hunker down and get organised // COP26 – the investment industry steps up // Inflation debunks ‘cash is king’ mantra // National Insurance and dividend tax rises // ‘Flip the context’ to protect your savings // Investing through the ages // Financial advice and wellbeing go hand in hand // and more…
Summer 2021 inside this issue
Growing optimism for a Great British summer // Social media and the younger investor // Keeping up with the Joneses? Your own goals matter more // Stay one step ahead // Long-COVID pension pot peril // Taking the emotion (and colour!) out of investment decisions // A word of advice… // and more
Spring 2021 inside this issue
New investors spring into action // Key Points – Spring Budget 2021 // Hopes of a “swifter and more sustained economic recovery” // Planning to retire in 2021? // Millions keep ill health a secret // The financial basics you wish you’d learned at school // ‘Side hustles’ become a lockdown staple // Dividing your finances on divorce // and more …
Winter 2020/21 inside this issue
Looking forward to a better year // Putting your ISA on the agenda in Q1 // Struggling to save for retirement? Try this tip // Self employed? Be pension proud // “It won’t happen to me” – think again // Make time to get advice // We’re here for you in 2021 and beyond // Get you life insurance in check
Autumn 2020 inside this issue
Titanic disaster led to historic life insurance payouts // The intergenerational impact of coronavirus // Small island living – rediscovering what we already have // ISA – 21 not out // Brits spend £40.6bn on lockdown entertainment // Child Trust Funds’ coming of age // Getting financially fit for a new way of life
Summer 2020 inside this issue
Building financial resilience // Protecting your investment portfolio // Be vigilant and scam smart // Timing pays off for the early bird ISA investor // Making sense of pension withdrawals // Know your numbers this tax year // Protection for your money
Spring 2020 inside this issue
Make time for life’s big decisions // Key points from the Spring Budget // Spring Budget – know your numbers // Pension woes: the tale of Gen X // Life insurance for astronauts? // Spring clean your finances for a sense of wellbeing // Five million self-employed // Early financial education gives children a head start
Winter 2019/20 inside this issue
Tone up your finances in 2020 // The sandwiched: finding time to thrive // ATOMIC explosion! Acronyms Take Over Many Investment Concepts // Pension inequality starts at birth // University challenge of digs and tuition // Work for yourself? Make your pension work for you
Autumn 2019 inside this issue
On your radar – key personal finance tips // Financial lessons for the next generation // Poor financial wellbeing impacting employees // What is infrastructure investment? // Planning for a family // Save to succeed // JISAs gaining in popularity
Summer 2019 inside this issue
Investment jargon made simple // Savings – do you need a nudge? // When will you retire? // Saving £2,880 a year could provide a retirement windfall for your child // Generation X top the pensions savings chart // Huge rise in protection policy take-up // Millennials could save £10.5bn by making a few lifestyle swaps
Spring 2019 inside this issue
Financial mistakes even the experts can make // Scams update – new warnings issued // Worry for carers without protection policies // ‘Sandwich generation’ facing major challenges // Tax allowances – use them or lose them! // Financial advice for new parents // Middle classes most impacted by Inheritance Tax
Winter 2018/19 inside this issue
Does your money need a personal trainer? // Single adults find it hard to save // How to side-step retirement remorse // Self-employed? Prioritise your pension in 2019 // Poor health prompts retirement // Pensions – there’s good news! // Make 2019 the year you get the protection you need // Time to top up your ISA?
Autumn 2018 inside this issue
Is your family financially-savvy? // What are the main asset classes? // Seven out of ten pension savers favour retirement income targets // More taking out protection policies as health consciousness rises // Reached your half-century? How to plan for retirement // Adults carry out 109 life admin tasks per year // Women are better savers than men.
Summer 2018 inside this issue
Pensions jargon – busted // Are millennials saving enough for retirement? // Early retirement could disappear by 2035, so it’s time to plan // Power of Attorney – record numbers entrusting
Spring 2018 inside this issue
Five personal finance habits we should all adopt // More than £400 million languishing in old pension pots // Two-thirds without life insurance despite health worries // Dividend allowance reduction from April 2018
Winter 2017/18 inside this issue
One in three retirees will have to rely in the state pension // Where will you live in retirement? // Don’t leave your loved ones facing financial ruin // Do we need targets to help us save more for retirement? // Addressing your personal finance weak spots
Autumn 2017 inside this issue
Millennials: don’t overlook the benefits of insurance // Pension freedoms – don’t lose out! // A few personal finance facts we all need to know // How employees can unlock ‘free’ pension cash // Plan now for a comfortable retirement
Summer 2017 inside this issue
What the election result might mean for your money // Parents more likely to insure their possessions than their health // Be aware – new online scams reported // The 17 million ‘sandwich generation’ // Remarriage – why you need to update your Will
Spring 2017 inside this issue
Does it make sense to combine your pension pots? // The peace of mind that protection policies can provide // Power of Attorney – why numbers are rocketing // Happy 5th Birthday to the Junior ISA // Regrets people have in retirement, and how to avoid them
Autumn 2016 inside this issue
Junior ISA – cash or stocks and shares // Surviving financially after the death of a loved one // How much will you spend in retirement? // Will Brexit derail pension freedoms? // Annuities – where are we now?
The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.