Insights
How much Investment risk is right for you?
7th November 2023
How much Investment risk is right for you?
7th November 2023A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (new, recent and experienced) because we all need to ensure…
Five reasons we don’t talk about money
5th November 2023
Five reasons we don’t talk about money
5th November 2023This (10 to 20-minute read) is the first of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, let’s be honest, that’s most of us from time to time! Here, we’ll explore the first five of ten reasons we might find it hard to talk about money, whether…
Should you pay for financial advice?
12th October 2023
Should you pay for financial advice?
12th October 2023If you’re thinking about working with a financial coach, planner or adviser, or you already receive such a service and you’re concerned about the price, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, that’s quite a long read, but we believe everyone needs to understand the…
Does your team know enough about human behaviour?
7th August 2023
Does your team know enough about human behaviour?
7th August 2023This Insight is for YOU if you lead a Financial Service (fund, advice or planning) firm, and want your business to become – or maintain your position as – a ‘go-to’ place for answers to the big questions about money.
Why financial education is key for employers
11th January 2023
Why financial education is key for employers
11th January 2023If you’re an employer, HR manager, or an affinity group leader, this is for you. In this post I’ll explore why financial education is key to people’s well-being in the workplace. I’ll also outline a simple (ABC) checklist to help you test whether your education programme is one of the best. This is a 10…
Well-being is a skill
28th December 2022
Well-being is a skill
28th December 2022A few years ago, (Sept 2015) I had the pleasure of a trip to a London Theatre to hear experts present their research on well-being – and discuss what it means with the Dalai Lama.
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