When people think about financial wellbeing, they often link it to frugality or building wealth. Yet, an effective financial plan isn’t always about that, sometimes, it might make sense to spend more.…

You don’t know what’s around the corner, but that doesn’t mean you can’t prepare for it. A financial shock could derail your short- and long-term plans and might mean you face additional…

This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing, and has…

After Rachel Reeves’ impactful first Budget in autumn 2024, you might have been concerned about the announcements that would be included in her Spring Statement on 26 March 2025. Reassuringly, the major…

Reaching the minimum pension age and being able to access your retirement savings might mean new possibilities opening up. You may start thinking about giving up work, withdrawing a lump sum to…

While it’s important to weigh up your options before making financial decisions, a study suggests families are leaving themselves open to risk because they delay making a judgement about life insurance. According…