Nearly half of over-50s are worried about running out of money in retirement  Many retirees withdraw pension lump sums impulsively, without understanding tax or long-term

The disparities in wealth accumulation between the generations are striking  Today, younger generations hold just 4% of total UK wealth  Almost half of UK adults

82% of advised investors believe they get good value from financial advice, up 10% from last year  96% of advised clients value their adviser’s accessibility,

Research highlights key differences in wealth transfer preferences and family financial priorities between men and women  Top financial priorities for 2025 include enjoying life (34%),

Economic and political uncertainty can lead to impulsive financial decisions—long-term planning is key  Media headlines create noise, but financial plans should be tailored to personal

13 million UK adults are sitting on £430bn in cash, potentially missing out on higher long-term investment returns  Many savers find investing too complex—74% need

IHT receipts topped £6.3bn in the eight months to December, a £600m increase on the same period the previous year  OBR predicts IHT receipts will