Serenity

Family finances: discussing simple core finances more may help your whole family in the long-term

January 03, 2014 by TIna

Category: Family & inheritance tax & Lifestyle & pensions & retirement & Uncategorized & Wills

Many of us are still uncomfortable when it comes to discussing our family finances, but doing so can help the whole household to save money and ensure that wealth within the family is protected for future generations.

Study of athlete’s finances shows why financial planning is so important for the rest of us

January 02, 2014 by TIna

Category: Investments & Lifestyle & retirement & savings & Uncategorized

Whilst many of us may imagine that highly paid professional athletes have little need to worry about their future incomes, a study into the finances of professional sports people in the US has suggested otherwise.

Autumn Statement 2013 Overview

December 06, 2013 by TIna

Category: Autumn Statement & Budget & Market commentary & Uncategorized

David Cameron – freshly back from his trade mission to China – looked on encouragingly as Chancellor George Osborne delivered his Autumn Statement. But how his mind must have drifted back to the delights of Shanghai… No inconvenient elections; no opinion polls; no awkward questions from Jeremy Paxman.

December Market Commentary

December 06, 2013 by TIna

Category: Economy & markets & Uncategorized

Click click merrily on high – the virtual tills are ringing

The Guardian’s bid for Financial Headline of the Year brought down the curtain on ‘Black Friday’ and heralded ‘Cyber Monday.’ Black Friday is the Friday before the Thanksgiving weekend in the US: it is supposed to be the day on which stores move into profit for the year as eager shoppers – seduced by special offers – flood the malls.

Call for industry to act now to end pension liberation

December 05, 2013 by TIna

Category: pensions & retirement & savings & Uncategorized

Leading insurance, savings and investment provider, Aviva, are joining several other industry voices to call for stricter rules on pension transfers to stop the spiralling number of people being persuaded by fraudsters to access their retirement savings early – at a huge financial cost.

Couples ‘reluctant’ to talk about money

December 04, 2013 by TIna

Category: Family & Investments & Lifestyle & savings & Uncategorized

Despite sharing a life together, many couples are reluctant to lay their financial cards on the table. Around 25% keep their current accounts entirely separate, 30% hold savings in separate accounts and 23% maintain separate investments, according to new research from the Prudential.

Our insights

Family finances: discussing simple core finances more may help your whole family in the long-term

Study of athlete’s finances shows why financial planning is so important for the rest of us

Autumn Statement 2013 Overview

December Market Commentary

Call for industry to act now to end pension liberation

Couples ‘reluctant’ to talk about money

Call us

Email us

Sign up to our newsletter