Investor Insight - December

2018 has been a difficult year for investors across most asset classes, but we remain cautiously positive about the outlook for 2019. Read our latest market update and outlook for the year ahead.

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Updated for 2018: Retirement planning guide

Financial wellbeing in retirement is important. Download our free guide designed to help you understand your options and start preparing for the retirement you want.

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Updated: Inheritance Tax and estate planning guide

We have updated our free guide on IHT: the main exemptions, the reliefs, the importance of making a will and more.

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Latest news

  • The psychology of investment

    09 Nov

    Psychology teaches us that humans are imperfect information processors who are subject to bias, error and perceptual illusions. Surely it is to be expected, then, that our investment decisions should also be subject to bias, error and perceptual illusions? The theory of behavioural finance would argue that this is so, with the central lesson being that psychology actually permeates the entire financial landscape.

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  • Pension Awareness Day: our top 8 pension tips

    15 Sep

    Pensions involve a minefield of complicated choices for UK consumers. It is crucial that on Pension Awareness Day people learn about the need to save more; save earlier in their lives; and take on enough risk to enable them to meet their retirement goals. In light of this, we asked David Newman, Head of Pensions, to share his top pension tips.

    Full story
  • The UK’s EU Referendum

    24 Jun

    The referendum outcome was a narrow majority for Leave, with 52% of the UK voting for Brexit. While this is not a ringing endorsement of a decision to leave the EU (48% wanted to remain), we must recognise that it was a high turnout and it does now mean that the UK may cease to be a member of the European Union.

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