Posts by Stratagem

3 reasons why pension consolidation could boost your retirement income

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Trick or treat: The “tricks” a financial plan could help you avoid

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Why stock market volatility can trigger financial bias

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Phasing into retirement: The flexible options you might consider

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What footballer Kevin Keegan tells us about retirement planning

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Investment market update: August 2025

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Planning for care: How to set out your wishes

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AI and the conundrum for ESG investors

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What could a Labour wealth tax look like?

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Why the Labour government could reform the State Pension and what it means for you

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How pension and Inheritance Tax policy changes could affect your legacy

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Think cash is king? It might be time to review your mantra

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Please be assured we treat complaints seriously. A summary of our internal complaints handling procedures is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.