KNOWLEDGE & RESOURCES

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Who pays for home care? Where can I get help for my elderly parents? As Carers Week begins, we answer your FAQs about finding and funding care

At a glance Families often focus on how their aged relative will meet care costs, but those looking after loved ones should have a financial plan of their own. Carers need support that meets their emotional and financial needs, such as time away, help claiming benefits or keeping retirement plans on track. Our advisers are […]

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What Her Majesty the Queen can teach us about retirement

At a glance After 70 years of service, the Queen will be the first British monarch to celebrate a Platinum Jubilee. While few people work into their 90s, retirement is not the cut-off point it once was, and many of us can expect to continue working or volunteering after we reach State Pension age. By […]

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What We Should Remember About Bear Markets

With markets currently volatile, Joe Wiggins, Director of Liquid Markets at St. James’s Place, looks at some of the key features of a ‘bear market’ Bear markets – a period where equity markets fall – are an inescapable feature of equity investing. They are also the greatest challenge that investors will face. This is not because of […]

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Dealing with financial shock – and how protection can keep your accumulation plans on track

At a glance Even carefully laid financial plans can easily be knocked off track by unexpected events, as the past few years have emphatically demonstrated. The importance of income protection and being able to make clear-headed decisions become even greater when household finances are under pressure. Investing with a purpose and having an adviser on […]

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Dealing with financial shock – and how protection can keep your accumulation plans on track

At a glance Even carefully laid financial plans can easily be knocked off track by unexpected events, as the past few years have emphatically demonstrated. The importance of income protection and being able to make clear-headed decisions become even greater when household finances are under pressure. Investing with a purpose and having an adviser on […]

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Responsible investing and ESG: what gets measured gets managed

At a glance: Companies should use accepted reporting frameworks and produce dedicated annual sustainability reports so that it’s easy to assess their environmental impact. We use these reports alongside our fund managers’ engagement work to ensure we invest your money responsibly and maintain pressure on companies to set and meet ESG targets. Our reporting on […]

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