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It would seem when it comes to planning, UK adults don't do it very well. In a post we published last year, we found that 53% of men (a whopping 3.9 million Dads!) in the UK with dependent children have no life insurance.  It's pretty much the same bleak outcome when we look at Estate Planning....
What is your priority?

30 April 2019

I had a slightly concerning (well, to me anyway) phone call the other day. It was from a staff member at a company whose pension we look after, who was in their late twenties. We’d had a meeting last week about the recent increases to Auto Enrolment pension contributions, from 3% to 5% (gro...
It can be challenging to know where to allocate your money. Many variables can change when it comes to deciding on how best to protect and grow your income. Here we take a look at a long-term strategy many people use to put themselves in a better position in the future: overpaying a mortgage.  ...
Money is a pretty good incentive for getting people out of bed in the morning. As obvious as this is, you may not be surprised to know in 2019 that there are better ways to empower and motivate employees once they are awake. Company benefits can help to make sure you have supercharged, productive&nb...
Hi Simon. Firstly, tell us a little bit about yourself.    I’ve been working in the exciting world of financial services since 1982. Starting from humble beginnings as ‘The Man From The Pru’ moving to Abbey National in 1993, and then Atkinson Smith now Ethos ...
Lasting Power of Attorney

12 February 2019

A Lasting Power of Attorney (LPA) is a powerful legal document that enables you to give the people you trust (your Attorneys) the authority to make decisions on your behalf if you are no longer able to. These can be set up by you whilst you are well and able to make your own decisions, however, thi...
Financial worries can cause your Employees to bring their problems to work each day. According to Barclays, absenteeism and productivity loss from financial distress is adding an extra 4% to payroll costs for UK firms. (Barclays, 2014) The problem is, in the UK, companies don't tend to give their Em...
Economics has never been the coolest topic of conversation and probably not the most easy-going 'icebreaker' on a first date. Although unglamorous at times, it does dictate exactly how much money is in your pocket and what you will spend your hard-earned mon...
Business is all about people. You'll often hear jargon such as 'business to business',  “business to consumer', but ultimately, people buy from people. You can name any department in any company and people are what make everything tick, not the product or service (however good it may be)....
When you buy a house to live in your priority is to turn it into a home, not a profit. It’s certainly important and you would hope that the property would increase or at least hold its market value (capital appreciation). Buying a house as a Buy-to-Let investment is a totally different beast ...
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