Insights
Explore our latest financial insights.
Dive into our articles, downloads and resources below for the latest in finance including expert analysis, economic news, and tips to inform and guide your financial decisions.
-
Life insurance v family income benefit: Which is right for your family?
You no doubt want to protect your loved ones against life’s twists and turns. For many families, that includes shielding their finances from the worst-case scenario – the loss of a family member.
-
How business owners could help employees build pension confidence
The workplace pension employers provide is a valuable employee benefit. Yet, research suggests many workers lack confidence when dealing with their pension. This can provide an opportunity for business owners to offer support…
-
The psychology of fear in investing: Why mastering it could support long-term success
Investing is often as much about emotions as it is about numbers. One emotion that might affect how you invest at times is fear. Learning how fear influences investment decisions and how to…
-
How a cashflow model could provide clarity about your retirement income
Having a reliable income in retirement could give you the freedom to create a lifestyle you enjoy and achieve those bucket-list goals you’ve dreamed about for years. In a 2023 survey…
-
What does a change in prime minister mean for your finances?
On 22 June, Keir Starmer announced he would quit as Labour Party leader. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Read…
-
How to engage with your finances
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He…
-
5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced the change in the 2024 Autumn Budget, an increasing number of people have opted to…
-
Revealed: The hidden benefits of long-term financial planning
When you think about the benefits of long-term financial planning, the opportunity to work with a professional to increase your assets might be the first thing that comes to mind. While that might form part…
-
Why you could benefit from reviewing your financial habits as you transition into retirement
Retirement is a significant life transition. Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle. Sticking to your current financial habits could mean you…
Sign up for our newsletter
Join the Betterment Wealth community by signing up for our newsletter. Receive insights and updates right to your inbox.
We care about your data in our privacy policy.