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Latest news and financial insights

22nd September 2025
News
Five steps to build financial resilience
Between the 22nd and 28th of September is UK Savings Week. However, in the current environment, it has become difficult for a lot of people to save as much as they would like, in fact, a survey of working adults by WEALTH at work found that the biggest financial concerns for the year include not having enough savings for unexpected costs (42%) and not being able to save enough for the future (37%).

22nd September 2025
Weekly Market Summaries
Week ending 19th September 2025
Markets ended the week mixed across regions, with US equities advancing to record highs, UK indices drifting lower, and Chinese benchmarks weakening as fresh economic data shaped expectations for monetary policy.

17th September 2025
News
The future of financial wellbeing provision
New research launched today amongst 223 companies representing 1.3 million employees has revealed that more than half of employers (51%) plan to make changes to their financial wellbeing offerings in the next two years.

17th September 2025
Market Updates
Market Update - 17th September 2025
The start of this week has brought with it a host of UK data that has allowed investors to speculate about the Bank of England’s interest rate decision on Thursday.

16th September 2025
News
It is crucial people are empowered to understand how to make the most of their pension savings for later life
43% working-age people (equivalent to 14.6 million) are under-saving for retirement, according to a recent report by the Department for Work and Pensions. In addition, research from WEALTH at work found that in the last year, almost a quarter of UK employees (23%) have had to borrow money from family and friends because of money worries, and almost a fifth have taken on debt (18%).

15th September 2025
Weekly Market Summaries
Week ending 12th September 2025
As you can see from the accompanying table, markets around the world moved higher this week as investors continued to position for looser U.S. monetary policy and looked past mixed economic signals. Notably, markets largely shrugged off geopolitical noise this week, focusing instead on domestic data.
FEATURED
How ‘Save As You Earn’ share plan savers can avoid an unnecessary tax bill
Many companies in the UK operate a Save As You Earn (SAYE) share plan often known as Sharesave, which provides employees with a tax efficient way to invest in their company’s shares.


10th September 2025
Market Updates
Market Update - 10th September 2025
Trade figures for August between the United States and China suggested this week that global supply chains may be shifting in response to the latest round of American tariffs.

8th September 2025
Weekly Market Summaries
Week ending 5th September 2025
US equities ended the holiday-shortened week on a mixed note. Tech stocks led the gains, with Apple and Alphabet rallying after an antitrust ruling proved less severe than expected. Smaller-cap stocks also advanced, buoyed by expectations that falling interest rates could offer support. Broader benchmarks were more subdued, with early gains on Friday fading as caution set in.

3rd September 2025
Market Updates
Market Update - 3rd September 2025
Eurozone inflation edged up to 2.1% in August, keeping it broadly in line with the European Central Bank’s 2% target after several months of stability.

1st September 2025
Weekly Market Summaries
Week ending 29th August 2025
As shown in the table, it was a mixed week for markets. It was a shortened trading week in the UK, with markets closed on Monday for the bank holiday. US markets also saw light volumes ahead of the long weekend with markets closed for Labor Day on Monday 1st September.

29th August 2025
News
Navigating Retirement: The Pension Schemes Bill, Default Traps, Guidance and Advice
The journey to retirement, once a relatively straightforward path, has become increasingly complex, particularly since the advent of pension freedoms in 2015.

29th August 2025
News
Top tips for those thinking about retirement
Planning how to pay for retirement is one of the biggest financial decisions people make. It is important for individuals to understand all the options, make informed decisions, and avoid making expensive mistakes with their hard-earned savings. To help with this, see our top tips below for those who are thinking about retirement.