Our thinking

Financial advice has come a long way

09/10/2019 | Paul Feeney

Paul Feeney states the case for financial advice at a time when it’s needed more than ever.

A tax flaw that impacts low earners

06/10/2019 | Ian Browne

Ian Browne, Pensions Expert for Old Mutual Wealth, is concerned that low earners can lose £8,000 in retirement savings due to the ‘net pay’ issue.

It’s never too young to learn about money

06/10/2019 | Scott Stevens

Scott Stevens, director of adviser recruitment and acquisition at Quilter Financial Planning makes the case that financial education should be part of the primary school curriculum.

From Millennials to Baby Boomers: what does the generation game mean for our finances?

22/08/2019 | Jane Goodland

Historically financial services companies came into existence for three key reasons: To help to preserve our assets; to assist customers to grow their wealth; and provide the infrastructure of a monetised economy by facilitating transactions and safe custody.