Welcome to the Resource Centre.
Here you will find copies of our personal finance magazine, blog posts and links to financial planning tools.
Please note: Lemonade and Informed Pensions are now ilumiti.
Remortgaging: The essential steps you should take when your mortgage ends
As interest rates soar, many homeowners are finding their outgoings will rise when their current mortgage deal ends. This useful guide explains how remortgaging could save you money and is packed with practical tips to help you through the process.
Guide: How to manage the harmful effects of inflation on your wealth
Over the last year, inflation has been high and it could be eroding the value of your assets. Find out how it affects your long-term plans and the useful things you could do to “beat” inflation by downloading this guide.
Guide: 10 really fab things the Beatles can teach you about successful financial planning
60 years after the Beatles’ first UK number one single, the band is still influencing musicians. Among the lyrics of the well-known songs are lessons about successful financial planning too.
Guide to pension consolidation: The pros and cons you need to know
Do you have multiple pensions? It could make it difficult to manage your pension savings during your working life and when you retire. In some cases, consolidating them could be beneficial.
The essential guide to ISAs
If you’re saving or investing, using an ISA could be tax-efficient and help you reach your goals.
Taxing Times - Time for a tax health check?
JAN - FEB 2023 - Taxing times: Time for a tax health check?
Don’t abandon pension contributions as prices rise.
NOV - DEC 2022 - Don’t abandon pension contributions as prices rise.
Putting life on hold - The cost-of-living crisis
SEPT - OCT 2022 - Putting life on hold - The cost-of-living crisis
How to invest your money and avoid costly mistakes.
JUL - AUG 2022 - How to invest your money and avoid costly mistakes.
Fed up with your nine-to-five?
MAY - JUN 2022 - Why now is the time to make sure you protect your wealth.
Invest your way out of inflation.
MAR - APR 2022 - Why now is the time to make sure you protect your wealth.
New Year’s tax saving resolutions.
JAN - FEB 2022 - Make full use of your relevant tax planning opportunities.