Heartwood Investment Management
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40% of employers admit that employee benefit take-up is left for employees to initiate themselves
Two in five employers admit that the take-up of employee benefits is left for employees to initiate themselves, according to new research…
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Trump’s presidency sparks drop in UK–U.S. moves
2025 has seen a sharp decline in the number of Brits moving to the United States of America, correlating with the U.S. Presidential…
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Two-thirds of people unaware of how bonds can help with inheritance and tax planning
Insights from investment, protection and retirement specialist LV=, reveal a significant number of people (47%) plan to pass down their wealth to…
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Job hopping only earns you £75 more than staying put – is it worth it?
Switching jobs has been seen as the fastest way to boost your salary, but new research suggests the financial advantage is now…
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Mike Birch appointed to Scottish Widows Master Trust
Scottish Widows has announced that Mike Birch has joined its Master Trust as a trustee. Mike is a client director with professional…
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As identity fraud cases ramp up, SmartSearch warns ‘basic checks are failing’
New data from fraud prevention service Cifas has highlighted a “worrying trend” of people selling their own identities; more than 118,000 cases…
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51% of Brits are saving money by using AI
As AI tools become more accessible and integrated into everyday life, Adobe Express set out to better understand how people across the UK are…
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Octopus Money acquires Virgin Money’s investment business
Octopus Money has announced that it has agreed to purchase Virgin Money’s investment business, subject to FCA approval – a move that,…
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Rate cuts put the spotlight on cash alternatives: how savers can protect their returns
Evelyn Partners’ Chief Financial Planning Officer Emma Sterland looks at the near-cash or cash-equivalent options for individuals and families looking for cash…
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DB scheme funding improves over July 2025 – Broadstone Sirius Index
The Broadstone Sirius Index – a monitor of how various pension scheme strategies are performing on their journeys to self-sufficiency – posts…
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A missed opportunity? one in three employees would use financial coaching — if only employers offered it
A new report, The Value of Financial Coaching from TrinityBridge’s Workplace Financial Wellbeing Services, reveals that 87% of employees haven’t used financial coaching. And according…
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Research reveals sectors worst-affected by £14.5bn per year workplace ‘health crisis’
New research has revealed the sectors that are worst-affected by workplace illness, following a warning from health officials that the UK is…
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FCA to consult on a compensation scheme for motor finance customers
The FCA has reported that it intends to consult on an industry-wide scheme to compensate motor finance customers who were treated unfairly, as…
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Transact marks 25th anniversary with move to 2 Gresham Street and new adviser event series
As it celebrates 25 years in business, Transact is relocating its London office to 2 Gresham Street this September, creating space for…
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Moving house? most brits forget to update these key documents
Moving home is always an exciting time for homeowners. However, there are some crucial admin tasks that should be completed during the…
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Culture rot doesn’t happen overnight — here’s how great leaders spot it early
“Culture rot” is a phrase gaining traction — especially among Gen Z — to describe the slow, silent unravelling of what once made a company…
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From glory to guidance: why the Lionesses’ triumph highlights the need for smart financial planning
Adam Osper, Managing Partner at Evelyn Partners, who specialises in advising sports professionals, comments: “As the Lionesses bask in their Euro 2025…
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School’s out for summer but 76% of SME business owners will keep working on their holiday
Over three-quarters of small business owners will carry on working while they are on their holiday, according to a survey) by Purbeck Insurance Services,…
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Property industry body flags the ticking time bomb that could be growing in your garden rapidly during the summer months
There have been widespread concerns about Japanese Knotweed over the years, but for those who may not be aware of the pesky…
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World friendship day: having a work best friend doubles engagement
With workplace loneliness on the rise, HR experts are urging companies to prioritise connection, especially as World Friendship Day approaches (30th July), as…
