Financial news and views

3 useful “pensions on divorce” webinars that can help you and your clients 9th June 2023

For more than 20 years, we’ve worked with professionals to provide advice and guidance to clients going through divorce. One of the ways we support our professional colleagues is by…

volunteers sorting clothes at a community centre

3 valuable benefits of helping a good cause this Small Charity Week 9th June 2023

Every year, Small Charity Week celebrates and raises awareness of the essential work of the UK’s small charity sector. This year’s event takes place between 19 and 23 June, and…

How emotions can get in the way of investment decisions during uncertain times 9th June 2023

Artificial intelligence (AI) tools like ChatGPT have hit headlines recently as people find all kinds of innovative uses for them. It seems like every day there is a new story…

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The 5 best questions to ask before gifting money to loved ones 9th June 2023

According to Legal & General, more than half of house purchases among under-35s are at least partly funded by gifts from parents. This is no surprise as a combination of…

Why it’s important your clients take advice from a professional, not an AI chatbot 22nd May 2023

In recent months, you’ll likely have seen news headlines about the explosion in the use of artificial intelligence, or AI. You may even have been tempted to try two of…

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