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Category Archives: Financial planning

Double whammy


New social phenomenon – the ‘sandwich generation’ In recent years, a growing realisation has formed that we’re in the middle of a new social phenomenon – the ‘sandwich generation’. The term ‘sandwich generation’ is often used to refer to those … Continue reading

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Persistent presenteeism


Employees reluctant to stay at home when ill Workplaces are suffering from persistent presenteeism as up to 28 million employees may be coming into work when ill.

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Wealth sharing between generations


Redefining how millennials become more financially secure Millennials are set to redefine how wealth is shared between generations, according to new research[1]. Contrary to expectation, it is not millennials (aged 18–34) who appear to be under the greatest financial strain, … Continue reading

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Cash stash


Study exposes a whole host of financial secrets It’s bad news for romantics, according to the latest annual research[1] into the retirement aspirations and financial planning of UK couples aged 40 and over. This identifies that nearly one in three … Continue reading

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Getting finances in order


Financial worries don’t just affect our waking hours Financial fears are creeping into sleeping hours, as new research shows money worries are a top cause of nightmares[1]. Our dreams are how we naturally make sense of all the information and … Continue reading

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Back to the future


Uncovering what really matters to you is the key to the planning process Have you ever thought about writing a letter to yourself to describe your ideal future life, long-term life goals and the process of how to plan for … Continue reading

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Advice matters


Do you have the time to keep fully up to speed with everything that’s going on? With a burgeoning choice of products on the market, and considering the busy lives we all lead, it can be difficult to find the … Continue reading

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