Archive
Latest articles, news and resources
Dive into our articles and resources for the latest in finance including expert analysis, economic news, and tips to inform and guide your financial decisions.
-
Why successful investing starts with your mindset, not the markets
What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the market, and they do have an effect. When share prices rise, so too will the value of your portfolio. However, the markets aren’t the…
-
Venture Capital Trusts: Why higher-rate taxpayers might want to invest in them
Any links will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. For some investors, particularly higher-rate taxpayers, Venture Capital Trusts (VCTs) could offer an attractive and tax-efficient investment prospect. Read on…
-
Phasing into retirement: The emotional and financial benefits
Any links will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into retirement.
-
How financial planning could give you the confidence to spend more
Any links will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. The importance of saving is drummed into us from a very early age. As a child, for example, you may have…
-
10 toys that are perfect for inspiring creativity this Christmas
Any links will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. If you’re on the hunt for a Christmas present that will inspire creativity in little ones and delight them, look…
-
Guide: Everything you need to know about the State Pension
Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. Indeed, a July 2023 survey by Legal & General found that 94% of UK adults said that financial security was their most important retirement dream. Your State Pension,…
-
ESG investing: What is negative screening?
ESG investing provides an opportunity for your investments to reflect your values across three broad areas – environment, social, and governance. Negative screening, where you avoid investing in companies that engage in certain sectors, is one approach to ESG investing, but it could present some challenges. …
-
The essentials you need to know if you’re considering gifting your home to your children
The link will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Your home is likely to be one of the largest assets you own. Indeed, according to the…
-
3 reasons why pension consolidation could boost your retirement income
The link will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Increasingly, UK savers are losing track of their pensions. In October 2024, research by Pensions UK…
-
How a cashflow model can turn retirement anxiety into excitement
The link will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and do the…
-
Phasing into retirement: The flexible options you might consider
The link will direct to a third-party website and Betterment Wealth is not responsible for the accuracy of the information contained within linked sites. Traditionally, you’d go from full-time employment to retirement on a set date. Now, more workers are embracing retirement flexibility and choosing to…
-
What footballer Kevin Keegan tells us about retirement planning
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 founded the Institute for Financial Wellbeing and has written more than 100 episodes of the…
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.