Financial news and views

How we can support your clients’ emotional wellbeing as well as their finances 21st September 2023

A generation ago, financial advice used to be a largely transactional business. A client had a specific problem they needed to solve – some money to invest, a need for…

woman helping older relative use a laptop

3 practical ways you can help older relatives to manage their finances 21st September 2023

Speaking to crowds in St Peter’s Square in 2015, Pope Francis recalled the words of Benedict XVI during a visit to an old people’s home: “The quality of a society,…

How to understand and ignore “noise” when it comes to your investments 21st September 2023

Head to a news website on any given day and there may be lots of reasons for concern. Whether it’s the latest ecological disaster caused by climate change, political uncertainty,…

The BlueSKY team enjoying afternoon tea on an Oxford riverbank

The BlueSKY bulletin: Here’s all the news from the BlueSKY team 21st September 2023

Welcome to the first edition of the BlueSKY bulletin. In your new quarterly roundup, you’ll read about everything that’s been happening with the BlueSKY team over the last three months….

couple sitting on a park bench after an argument

Why this year’s reforms make pensions an even more valuable asset in a divorce 15th August 2023

Since its introduction in 2006, the Lifetime Allowance (LTA) has restricted the maximum pension benefit that an individual can accrue over their lifetime before a tax charge is made. The…

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