News & Insights.
This is where we share updates, tips and insights to help individuals and employers navigate the world of financial wellbeing, from saving for the short-term to preparing for retirement.
Recent articles
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Festive spending hacks: 5 ways to spend wisely over the festive season
Let’s face it: December can be expensive! What with work parties, social gatherings with friends and neighbours, gifts, special dinners...Megan Worthing-Davies|Debt management -
Does your employer offer a savings boost? Here’s how to find out.
An Employee Savings Plan is a benefit offered by employers that allows employees to save over many years via paycheck...Sahil Sethi|Employees -
Stock market storms: Keep your feet on the ground
The current economic climate presents its own set of challenges for people looking to invest. Whether it’s rising inflation, global...Sahil Sethi|Employees -
Salary Advance Schemes – What’s (not) to love?
Put yourself in *Sarah’s shoes for a minute… Sarah’s financial journey has been a rollercoaster. Growing up with strict parents,...Megan Worthing-Davies|Employees -
What’s the best way to track financial wellness?
Measuring employee financial wellbeing is crucial for organisations seeking to improve employee satisfaction, productivity, and overall well-being. Research from PIB’s...Sahil Sethi|Employees -
The Essential Guide: How Much Should You Save in Your Emergency Fund?
Did you know you have a 250,000,000/1 chance of dying from a falling coconut? Or, if you are left handed,...Megan Worthing-Davies|Employees -
What is ESG investing?
ESG and sustainable investing in a nutshell It’s easy to get jargoned-out when learning about investing, but ESG is one...Megan Worthing-Davies|Employees -
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Different Types of Investments
By Catherine Thomas-Humphreys, The Finfluencer So we’ve learned about platforms, and we know about investment accounts, so let’s look at...Megan Worthing-Davies|Employees -
Choosing an Investment Account
by Catherine Thomas-Humphreys, The Finfluencer When we get started with investing, we need to decide where to put our money....Megan Worthing-Davies|Employees -
What is Diversification?
By Catherine Thomas-Humphreys, The Finfluencer In investing terms, diversification is the word that describes the phrase “don’t put all of...Megan Worthing-Davies|Employees -
Am I ready to invest?
by Catherine Thomas-Humphreys (www.thefinfluencer.co.uk) Before diving into the world of investing, it’s crucial to take a step back and evaluate...Megan Worthing-Davies|Employees -
Choosing an investment platform
By Catherine Thomas-Humphreys (www.thefinfluencer.co.uk) Think of an investing platform simply like a financial supermarket. In the same way you go...Megan Worthing-Davies|Employees -
The power of open banking at your fingertips
Have you heard about open banking? This nifty technology lets you connect your online bank accounts to websites and apps...Megan Worthing-Davies|Employees -
Expert support from Maji’s panel of specialists
There are times in our lives when we need a little extra help. Finance is no exception. Luckily, there are...Megan Worthing-Davies|Employees -
Renting vs Buying
Unsure whether to rent or think about buying? Check out our post to help you decide. [...]Read More...Megan Worthing-Davies|Employees -
What you need to know about Lasting Power of Attorney
Written in conjunction with Catherine Thomas-Humphreys, aka The Finfluencer. A power of attorney is a legal document that allows you...Megan Worthing-Davies|Employees -
Can money truly buy you happiness?
It’s International Day of Happiness, so we are taking a deep dive into the relationship between wealth and money! Can...Megan Worthing-Davies|Employees -
Who gets my money if I pass away?
Saving for the future is one of the most important things we can do to safeguard ourselves and our loved...Megan Worthing-Davies|Employees -
Why you should find out your credit score
We always get told that our credit score is important, but what exactly is it and why should we care...Megan Worthing-Davies|Employees -
Should I consolidate into my existing pension, or a new one?
If you’ve done your research and decided consolidation is for you, the next decision is where to put your money....Megan Worthing-Davies|Employees -
Dealing with finances during divorce
Divorce can be stressful and painful. Ending a significant relationship usually has a significant emotional impact and there’s a lot...Megan Worthing-Davies|Divorce and separation -
Do I need life or critical illness insurance?
If you’re a homeowner, it’s a good idea to have some kind of life and/or illness cover. This is because...Megan Worthing-Davies|Employees -
What types of general insurance do I need?
If you own a house, car, bike or even a device such as laptop, you’ll have a good idea of...Megan Worthing-Davies|Employees -
4 reasons you may need insurance
Life is full of exciting milestones like buying a house, buying a car and travelling abroad! But these things are...Megan Worthing-Davies|Employees -
Where to save money for buying a property
Buying a property, for most people, means saving a hefty sum of money. Whilst the more organised among us may...Megan Worthing-Davies|Employees -
Debt: The good, the bad and the ugly
Dealing with debt? You’re not alone. The average household debt in the UK is £57,910. For most people, that debt...Sahil Sethi|Debt management -
5 ways to develop a positive money mindset
Having a positive money mindset can transform your personal finances. We’ve compiled a list of steps to help you get...Megan Worthing-Davies|Employees -
How do I know if my pension is doing well?
Have you saved enough for your retirement? Maji explains how to maximise your pension contributions and see how well your...Megan Worthing-Davies|Employees -
Make the most of your financial plan
Major life goals can feel overwhelming. Want to buy a house? Have a family? Travel the world? None of these...Megan Worthing-Davies|Employees -
5 effective ways to prepare for life’s major financial milestones
You can never be totally prepared for what life will throw at you, but you can make sure you are...Megan Worthing-Davies|Debt management -
How do I consolidate my pension?
Many people want to know if they should consolidate their pension. We cover what consolidating your pension means, why you...Megan Worthing-Davies|Employees -
Saving money – the how and where
Having a pot of money to dip into doesn’t happen overnight. There are a variety of different ways to save...Megan Worthing-Davies|Employees -
5 side hustles to boost your income
To help protect your money and increase your financial independence, you could diversify your income streams. Side hustles are becoming...Megan Worthing-Davies|Employees -
Default funds – are they the right fit for you?
What is a default fund? A fund is where your money is pooled with other people’s in a mix of...Sahil Sethi|Employees -
Risks you face when saving for your financial goals
The biggest risk to your financial goals is the risk of not being able to meet them When people think...Sahil Sethi|Employees -
Why you need to start investing!
Investing can seem daunting to us. From a young age we are taught to save, save, save. But your money...Megan Worthing-Davies|Employees -
5 reasons why you need to start talking to your kids about money!
Being open about your finances and teaching your children the value of money will help them be more financially literate...Megan Worthing-Davies|Employees -
Do I need a financial advisor?
You may be asking yourself if you need a financial advisor to help you navigate the world of pensions and...Megan Worthing-Davies|Employees -
How much should I contribute to my pension?
If you’re contributing to your workplace pension, you’re already taking an important step towards your future. Contributions you make today...Megan Worthing-Davies|Employees -
See all your pensions in one place
Maji lets you see all your pension accounts in one place, so you have an overview of exactly how much...Megan Worthing-Davies|Employees -
Welcome to the 90%…
If you are, or soon will be contributing to a workplace pension, you’re joining the 90% of eligible employees choosing...Megan Worthing-Davies|Employees -
Should I consolidate my pension?
Many people want to know if they should consolidate their pension. We cover what consolidating your pension means, why you...Megan Worthing-Davies|Employees -
Empowered women are taking control of their pensions
Men have 40% more than women in their pension. But, knowledge is power – and this International Women’s Day, we...Megan Worthing-Davies|ED&I -
Is your pension in the £20 billion pot of lost pensions?
There are more than 1.6 million lost pensions in the UK. Here are some tips on how to find a...Sahil Sethi|Employees -
10 common mistakes people make before getting a mortgage – part 2
Find out more about the top 10 mistakes people make before getting a mortgage, and how to avoid them! If...Martyn Allen|Employees -
10 common mistakes people make before getting a mortgage (part 1)
Find out more about the top 10 mistakes people make before getting a mortgage, and how to avoid them! If...Martyn Allen|Employees -
How to give your children £500,000 in ‘free’ money
You can take an action today which could give your children hundreds of thousands of pounds in the future for...Will Rainey|Employees -
Are you fighting fit for a fabulous financial future?
If the word pensions fills you with dread, you’re not alone. Seventy-seven percent of people say they don’t understand their...Megan Worthing-Davies|Employees