Investment, financial wellbeing and planning

Tax New Year - 2025
Investment, financial wellbeing and planning

New Year New Start – staying on top of our financial responsibilities

As the new year approaches, it’s essential that we stay on top of our financial responsibilities, particularly when it comes to Self-Assessment tax returns, pension and making the best use of the allowance avai...

group of people having business meeting
Investment, financial wellbeing and planning

Solvent exit planning is key for insurers ahead of imminent PRA Policy Statement

PRA’s consultation on solvent exit planning closed in April 2024 with Policy Statement due in H2 2024 and implementation scheduled for Q4 2025 Leaves firms with around a year to prepare for the revised regim...

Insurance Risk Monitor
Investment, financial wellbeing and planning

Broadstone Insurance Risk Monitor: Lessons from the CrowdStrike event and the need for enhanced risk modelling

Modelling capabilities for cyber risk have not yet reached the level of sophistication found in other insurance classes of business The CrowdStrike event challenges conventional thinking in the cyber insuran...

Picture5
Investment, financial wellbeing and planning

5 things you can do to help improve your employees’ Financial Wellbeing

By now, most people have felt the pinch of rising prices in some way. Fuel, food, electricity, and gas have all seen soaring price hikes in recent months – and it all adds up. What’s worse is that the cost of f...

Cable car
Investment, financial wellbeing and planning

Rising inflation

When inflation was creeping up at the start of this year, it was expected to be a transitory phenomenon. However, we now know the expectation is that it will be with us throughout 2022. The Office for Budget Re...

photo-1486406146926-c627a92ad1ab
Investment, financial wellbeing and planning

Fiduciary Manager re-tenders – driving manager changes or just fee reductions?

With the initial compulsory fiduciary manager retender exercises now complete, we look back at the cases we’ve advised on over 2021 to see what the common themes were. Did many of these exercises result in a ch...

Cover image
Investment, financial wellbeing and planning

Rising UK inflation

UK inflation in November continued to print at elevated levels. The Office for National Statistics (ONS) figures show the annual rate of increase of the Consumer Prices Index (CPI) rising from 4.2% in October t...

Horses
Investment, financial wellbeing and planning

Cashflow Driven Investing: Taking animal spirits out of the funding plan

Cashflow Driven Investing (CDI) is an investment approach that helps defined benefit pension schemes with their funding efforts and can increase their likelihood of continuing to meet both their future cashflow...

Financial Doodles
Investment, financial wellbeing and planning

Financial wellbeing – what does it mean for your employees?

We know all about this by now – don’t we? Financial wellbeing seems to be the trend of the year and every HR or Employee Benefits conference has some aspect looking into this. But in practical terms what ...

Fill out the form below to get in touch