Our Blog
Budgeting tips for saving money while making your life better
Whether you want to go on holiday or just want to save some money for the future, budgeting is a good way to put aside some money for reaching this goal. Here you can find some tips to help you take control of your finances. Why is budgeting so important? You might...
What are value-added services?
Value-added services are benefits included in an insurance policy that you might not be aware of – but could help improve your overall health and wellbeing. When you take out an insurance plan like life insurance, critical illness, or income protection, you get the...
Holding steady through a sluggish forecast
Markets experienced some June gloom in the wake of further interest rate hikes and lower economic growth forecasts. Global growth is set to slow to 3% this year and 2.8% in 2023, according to the organisation for economic development (OECD). [1] The ongoing war in...
10 ways to reduce your tax bill
Being tax smart means knowing the basics about how tax affects your life and money. Here are 10 ways to reduce your tax bill, which could make your money go further for you and your loved ones. Personal savings allowance You’re entitled to receive some interest on...
How to protect your business
What is business protection insurance and how does it work? Find out why it could be right for your business. If you own or run a small business, protecting it is always a priority, especially if something were to happen to a key member, which could affect the...
How does a remortgage work?
A remortgage is the process of moving your home’s existing mortgage to one with a new lender. Remortgaging could help you save money if you weigh up the fees involved with the savings you could make. Here’s how it works. People remortgage for many different reasons,...
Seeking investment talent
We explore how Omnis appoints third-party managers to run funds to provide access the best investment talent in the market. Omnis Investments (Omnis) offers clients of The Openwork Partnership and 2plan Wealth Management a range of 26 funds. They appoint third-party...
Pension Planning For The Self-Employed
There are 4.8 million self-employed people in the UK and only a third have any kind of pension arrangement. A shocking statistic when you consider that State support is shrinking and we’re all living longer. Of course, saving for a pension when you’re self-employed is...
Shareholder/Partnership Protection
If you have a partnership business or one with multiple business shareholders (e.g. a private Ltd Company), have you thought about what might happen if something happened to one of you? This is where a Shareholder or Partnership Assurance Protection plan can help. If...
Investment Update – A difficult patch for the global economy
Financial markets were unsettled in May as the effects of the war in Ukraine along with concerns over inflation and growth dominated investor sentiment. The International Monetary Fund (IMF) cautioned global finance leaders to expect multiple inflationary shocks in...
