Bank of Mum and Dad
Bank of Mum and Dad Innovative products to be created for would-be home owners The Building Societies Association (BSA) have
Wealth creation
Wealth creation Spreading risk by accessing different types of assets Investing for the long-term means persisting through market swings. History
Why silence isn’t necessarily bliss
Why silence isn’t necessarily bliss Over six million adults refuse to discuss their will with loved ones Making a will
State pension
State pension Half a million workers past pension age could be paying unnecessary tax A significant number of people working
Freetirees
Freetirees Pension freedoms usher in a new generation The introduction of pension freedoms has been a huge enabler for over
Tracing a lost pension
Tracing a lost pension Nearly £20 billion unclaimed money and growing The scale of the UK’s lost pensions mountain has
Inheritance Tax
Inheritance Tax No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects
Building a diverse portfolio
Building a diverse portfolio Time, patience and making informed decisions Making sense of today’s market headwinds and building a diverse
New tax year
New tax year The key changes you need to know You want to pay the minimum amount of tax legally
Cost of inflation
Cost of inflation Eroding the purchasing power of your money The impact of inflation on savings and investments, especially of
Maximising returns
Maximising returns Importance of mitigating key investment risks Asset allocation depends on your goals, your attitude to risk, your capacity