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