Gen X stash the cash: is caution holding your wealth back?

Two in three Gen Xers are holding large cash savings — but could be missing out on growth. Learn how to balance caution with opportunity.

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Summer pension round-up: managing your wealth 

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Get budget-ready: summer financial planning tips to stay on track

Summer has brought a welcome shift in pace: longer days, warmer evenings, time off and the chance for some well-earned rest and recuperation. Now, as autumn approaches, it’s a good moment to take stock of life – and that includes your finances.

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HOW TO ALIGN WEALTH AND PURPOSE

Purpose has lately become a buzzword for investors and companies alike. Whether ‘mission-oriented’ investing excites you or makes you want to run for the hills, aligning your wealth with your values and interests can bring rich rewards—not just for you but for society as a whole.

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The Power of Diversification: A Key Strategy For Your Investment

Investing can help you grow your money, but it can also be risky. One way to manage this risk is through diversification. In this article, we'll explain what diversification is, why it's important, and how you can use it to make your investments safer.

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Cash Platform

What are cash platforms, and should you be using one? With interest rates at their highest levels in over a decade, savers are looking for ways to maximise returns on their cash. Traditional high-street banks often fail to offer competitive rates, leaving many wondering whether they’re getting the best deal. Enter cash platforms: a modern solution that helps individuals and businesses manage their savings more effectively, all while ensuring FSCS protection.

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The gender protection gap: understanding the divide — and how to close it

You’ve probably heard about the gender pay gap. You may even have heard about the gender pension gap. But did you know there’s also a gender protection gap?

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Positioning portfolios in a protectionist world

US Vice-President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once again vividly highlighted the need for a sound investment approach based on careful planning and positioning of assets.

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Save Smarter, Stress Less

Saving isn’t just good for your bank balance—it’s good for your mental health too. Recent findings from UK Savings Week highlight the link between regular savings habits and improved life satisfaction, particularly for low-income savers. By creating a savings routine, you can build financial resilience, reduce stress, and enjoy greater peace of mind. 

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Women take the lead in opening Junior ISAs

Junior ISAs (JISAs) have become an increasingly popular way for parents and guardians to plan for their children’s financial future, and women are leading the way. Research shows that, since 2019, women have consistently outpaced men in opening JISAs, showing their growing role in long-term financial planning for their families. This trend highlights the important role women are playing in shaping the next generation’s financial security.

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