Withdrawing a flexible income from pensions has become a popular option among retirees. Yet, it comes with challenges too, and you may need to consider how to balance short- and long-term needs. This useful guide explains some of the key factors you might want to consider before you start taking an income.

Critical illness has helped provide financial security when people face a serious illness for 40 years. It could create a financial safety net and peace of mind for you too.

While you can choose to write a will without professional legal advice, it may mean you’re more likely to make a mistake. With Will Aid taking place in November, it might be the perfect time to write a will if you haven’t already done so.

When you think about your financial plan, pensions, financial protection, and investments might come to mind. Yet, financial planning is about much more than growing your wealth. It’s about using your money to help you get more out of your life and improve your wellbeing.

Figures suggest more people are gifting assets to loved ones to reduce a potential Inheritance Tax bill. However, while it might seem like a simple solution, there are factors you may want to consider first.

Once you’ve created a financial plan, reviews become an important part of keeping you on track. Read three reasons why they play an essential role in managing your finances here.

Discover what affected investment markets, from ongoing high inflation to weakening consumer demand, in September 2023.

Did you know you could withdraw a lump sum from your pension without paying Income Tax? This could provide the perfect way to kickstart your retirement, but there are some key questions you may want to consider before making a withdrawal.