Blogs & News

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V, W, U or L: If we’re heading for recession, what does recovery look like?

Rishi Sunak, the Chancellor, said on the 19th of May that the UK is heading for a 'recession like we've never seen' on the back of several months of the economy being closed in many sectors. Mr Sunak’s measures to support businesses and their employees since the start of the Covid-19 crisis have undoubtedly saved [...]


How to protect your family in uncertain times

Originially published on The Covid-19 outbreak has made many of us think more carefully about protecting our family from financial difficulties. However, this isn’t just about having savings and investments to provide for the long term – it’s also about ensuring your loved ones are provided for should the worst happen. Here, we consider [...]


Failure to protect can lead to shareholder disharmony

Shareholder protection doesn’t appear in many hit TV shows or movies. It’s fair to say it’s not as exciting as fast cars or crime. However, the creators of the hit HBO show, Succession, have found a way to make this insurance product front and centre alongside succession planning, another core financial planning area of expertise. [...]

The UN’s 17 SDGs (Sustainable Development Goals) are a universally agreed sustainability framework, which can also support conversations with your adviser about your values and focus your decision-making.

How the ethical investing market has developed

Wren Sterling’s ethical investment strategy Nick Moules, Wren Sterling’s Head of Marketing was joined by Wayne Bishop, CEO of King & Shaxson Ethical Investing to discuss how ethical investing has developed since 2002, when King and Shaxson first started an ethical portfolio and the sorts of checks that an ethical investor carries out to ensure [...]

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Protect against Coronavirus scams: top tips from FCA and NCSC

FCA warns investors to be wary of cornavirus-related investment scams, as scammers take advantage of uncertainty. A week into the UK lockdown, more than 500 coronavirus-related scams and over 2,000 phishing attempts had been reported. Scam smart is the FCA’s (Financial Conduct Authority) campaign to help consumers avoid pension and investment scams. With major events [...]

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New year, new opportunities

Our top tips for 2020 While we won’t be going on holiday this year, we can use this time to focus on our other financial goals - like saving towards home improvements or putting away regular installments into a pension. Our advisers can help you get the most out of your money, so your hard-earned [...]

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We need to talk: talking to family about money

‘Can we maybe not talk about money tonight?’ my boyfriend asks me. We’re in the back of a cab on the way to a friends house for dinner and his question is a pertinent one. Money wasn’t always an obvious dinner party conversation. Historically we haven’t told our friends what we earn, or took to [...]


How Wren Sterling helped out in the Coronavirus crisis

Up and down the UK, a volunteer army has been supporting the NHS, carers and key workers to keep the UK moving and delivering vital services to those most in need. Covid-19 has tested everyone to some degree but it’s pleasing to see the country pulling together. This is what some of Wren Sterling’s people [...]

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Six ways to stay on track during a period of economic downturn

The global economy is expected to shrink by 3.0% during 2020 as the world comes to terms with the impact of coronavirus, causing an economic downturn. This will mark the steepest downturn since the Great Depression of the 1930s, the International Monetary Fund said in April.[i] There seems to be no getting past that now [...]


Important financial issues to discuss with your family

Money is a notoriously difficult subject to discuss with family. But this is an extraordinary time, with concerns around ill-health amid an environment of rock-bottom interest rates, stock market volatility, and economic turmoil. The current situation could provide an opportunity for openly discussing financial issues. Here, we consider some potential topics. 1. Your estate Inheritance [...]

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Changes to the tapered annual allowance

What it means for you and your pension On 6 April 2020, changes came into effect for the tapered annual allowance which mean it no longer applies to those with a total income under £200,000 in the 2020/21 tax year. This is good news for those who were previously restricted by the taper and may [...]

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3 ways to look after staff wellbeing during the coronavirus crisis

How can you help your employees stay safe, motivated, and well during the Coronavirus crisis? Here’s three tips for business owners.