Are forgotten assets losing you money?

Back in 2016 the Financial Conduct Authority (FCA) in the UK launched a review of the the life and pension sector’s closed-book business which revealed how they were exploiting their longest-serving customers. The review highlighted a number of failings including holding customers to unfair and outdated terms and conditions written decades previously, companies failing to…

For love or money – Financial planning for couples

For love or money – Financial planning for couples

It’s no secret that money is the leading cause of stress in relationships. Financial philosophies, which are often inherited from parents, can vary wildly. If you are a saver and your partner is a spendthrift, how can you find harmony when it comes to managing your finances? Unless you are insanely wealthy, money is involved…