Investment market update: December 2023

Someone looking at stock market performance on their phone.

Many markets rallied during December based on the expectation that interest rates will start to fall in 2024. Read on to discover what else may have affected your investment portfolio in the final month of 2023. On 27 December, the MSCI World Stock Index, which comprises stock from nearly 3,000 companies to track global equity-market […]

Inflation is falling. Here’s what it could mean for your finances

A woman paying for items in a shop.

High inflation has dominated headlines over the last two years. With the rate now slowly nearing the Bank of England’s (BoE) target, taking stock of what it means for your finances could be useful. The BoE is responsible for managing inflation and aims to keep it at 2%. The central bank explains keeping inflation stable […]

The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”

A woman using a laptop.

Pension savers dubbed “triple defaulters” could be overlooking small changes to their pension that may make their long-term finances more secure. Have you reviewed these three important pension decisions recently? According to a survey from Aviva, millions of workers who have been auto-enrolled into a pension scheme have never updated their contributions, investment choices, or […]

Retirement planning: Should you consider a phased retirement?

A businesswoman smiling with colleagues.

Retirement can be an exciting milestone, but one that you might feel nervous about too. Setting out how to achieve the retirement lifestyle you want could help put your mind at ease. One of the first things you may have to consider is how you’ll retire – would a phased retirement suit you? Over the […]