2018

Read our news and insight from 2018.

How financial choices impact wellbeing

Exploring the relationship between people’s financial retirement decisions and how these may be affecting their health and wellbeing.

Why it’s important for clients to be honest and open about their lifestyle choices and their existing or previous health conditions.

A survey of more than 2,000 over-55s highlighted that financial security is the primary focus for those coming up to, and in, retirement.

Clients now downsize to help their grandchildren get on the housing ladder, but should they?

Nigel and Jenny were worried how to repay their interest-only mortgage without having to move. Find out how our Lifetime Mortgage helped.