The financial industry has long relied on a model that divides life into three distinct stages: education, work, and retirement. This model, while simple and easy to understand, has become increasingly outdated as we face the realities of longer lifespans and evolving career paths. Yet, many asset managers continue to push this narrative, often instilling … Continue reading Breaking the Fear Cycle: Rethinking Retirement and the Three-Stage Life Model →

Let’s talk about stress. No, not the kind that comes from watching your football team lose in the last minute or finding out your favorite restaurant is closed for renovations. We're talking about money stress, the kind that can gnaw away at you like a hungry dog with a bone. But here’s the kicker: it’s … Continue reading Money Anxiety: Even the Wealthy Aren’t Immune →

Mark Your Calendars, Money Savvy Friends! Ever wanted to cut out the middleman and take control of your own financial destiny? Well, guess what? The 2nd edition of Be Your Own Financial Adviser by the brilliant Jonquil Lowe is dropping on September 2nd—and it's here to turn you into your own personal finance guru! Why … Continue reading Be Your Own Financial Adviser by the brilliant Jonquil Lowe →

It’s no secret that the British government is having a cozy chat with pension companies, and the conversation seems to be steering towards a grand scheme where more assets under management (AUM) will be handed over to these financial titans. The idea? Well, according to the official narrative, it’s a brilliant plan to tap into … Continue reading The Great Pension Heist: How the Government Plans to Squeeze Your Wallet While Pretending to Boost the Economy →

Let's be honest: when it comes to neurodiversity, many financial companies treat it like an "add-on" to their diversity checklist. You know, the one they dust off once a year for an audit or a PR campaign. But here's the kicker—neurodivergent individuals aren’t just a line item; they’re an untapped economic force, especially when it … Continue reading Neurodiversity in the Workplace: The Entrepreneurial Opportunity Financial Companies Are Missing →

Ah, the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS), those stalwart guardians of ethics and professionalism in the financial services world, have once again donned their robes of moral authority. This time, they’ve issued a stern warning: play nice online or risk having your professional credentials yanked faster than you can say … Continue reading CII and PFS: The New Big Brother of Financial Services? →

Source: ‘I’m 79 and have no intention of retiring – I want to feel useful’ For many widows, heading back to work can unlock fresh purpose and a zest for life. The Telegraph. Case Study 1: Yvonne Kirchgaesser – Finding Purpose Through Work and Community Engagement Background: Yvonne Kirchgaesser, a soon-to-be 80-year-old resident of the … Continue reading The Longevity Coach: Widow’s Stories Case Studies →

In today's increasingly complex financial landscape, it’s critical to remain vigilant. The recent findings from the LV= Wealth and Wellbeing Research Programme reveal a disturbing trend: around one in seven UK adults have been targeted by pension scammers over the past year. That's 7.3 million people facing the risk of losing their hard-earned life savings … Continue reading Never Trust a Stranger Who Asks About Your Life Savings: A Call to Action →

In a world where financial markets are often chaotic, and the promise of quick gains is dangled in front of eager investors, it’s easy to get swept up in the excitement. However, when it comes to your financial assets, the most effective strategy is often the least thrilling: keep it boring. On the other hand, … Continue reading Keep Your Financial Asset Strategies Boring and Your Human Capital Strategies Exciting →