How the ‘great wealth transfer’ impacts you
Baby boomers hold over half of the UK wealth and should start legacy planning now Gen X can benefit from early financial advice to simplify future decisions and manage inherited wealth Millennials are motivated to build wealth and should start planning early to prepare for what’s ahead The UK’s ‘great wealth transfer’ will see an […]
Investors warned as cloning scams surge
Nearly a quarter of brand cloning scams succeed, costing investors £2.7m in H2 2024 AI is fueling more convincing scam tactics that mimic real firms Verifying legitimacy before investing is more important than ever Cloning scams are now the top fraud threat to people wanting to invest, a new study shows1. The Investment Association (IA) […]
Engaging with your pension – knowledge gaps revealed
Most UK adults lack essential knowledge about their pensions and how they’re invested A significant number don’t know their State Pension entitlement or how it’s calculated Many want to consolidate pensions but don’t know how to start New research1 has shone a light on the extent of pension knowledge gaps among UK adults. While 53% […]
