It’s Financial Planning Week and over the course of this week, we’re sharing simple, practical tips to help you manage your finances and plan confidently for the future. Next up is Dan Atkinson from Paradigm Norton Financial Planning, sharing his top tip: build a spending plan. For Dan, traditional budgets can feel boring and constraining. Instead, he suggests building a spending plan – one that allows you to enjoy life now while still preparing for the future. A spending plan helps you see wher
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As Financial Planning Week continues, we’re sharing practical steps that can bring real peace of mind. In today’s video, our CEO Debbie Kennedy highlights a simple but often overlooked check: your pension beneficiary nomination. It’s one of those small jobs that’s easy to put off – but it can make a big difference. Your pension doesn’t automatically follow your will, so naming a beneficiary helps ensure it goes where you want it to. Updating your nomination form is quick and straightforward with
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As part of our Financial Planning Week video series, we’re bringing you practical tips and insights to help protect your future. Today, Claire Evans, Head of Client Solutions at All in Place, reminds us that planning isn’t just about finances – it’s about safeguarding what matters most. Claire’s top tip: Check that your digital memories, like the photos and videos on your phone, are protected. Many of us store countless memories on our devices, but few think about what happens to them if somethi
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