Wealth lens
If knowledge is power, having financial knowledge can give you more power over your financial future
- Key announcements from the UK Autumn Budget 2024As we navigate through changes in the financial markets, it's important to understand the latest economic policies and how they might affect you. The Chancellor's Autumn Statement gives us key insights into the government's financial plans and economic outlook. In this summary, we will point out the main parts of the statement and explain what they mean for your investments and financial planning.
- UK Budget - Roundtable DiscussionAs the Autumn Budget draws close our panel of experts delve into the speculation around what the key announcements could be, the impact the budget could have on financial planning and their top tips for getting budget ready.
- Five tips on how to prepare for a happy retirementWe believe the key to a successful retirement lies in proactive planning and regular review of your plans with your financial adviser. Are you ready for a happy and fulfilling retirement?Snapshot5 minutes
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- Enhancing your financial wellbeing in 2025Discover ways to improve your financial wellbeing according to Schroders Personal Wealth. Learn about financial wellness, planning for the future, and the value of professional financial advice to help achieve your goals in 2025 and beyond.8 hours ago3 mins reading time
- Start the New Year strong with SPW's top five financial tipsStart the New Year strong with Schroders Personal Wealth's top five financial tips for 2025. Learn how to set goals, manage debt, spring clean your bank accounts, track down dormant assets, and engage with a financial adviser to support in helping achieve your financial goals.3 days ago3 mins reading time
- SPW MarketWatch: November 2024US shares outperformed in November following Donald’s Trump’s victory in the Presidential election, while emerging markets came under pressure amid worries over trade tariffs. Global bond markets ended the month on a positive note, despite volatility earlier in the month surrounding the US elections. Bond yields fell (Prices rose) as central banks continued on their path of cutting interest rates12 December 20245 mins reading time
- Reflecting on our Investment Review and Outlook webinarAs we approach the end of 2024, it's essential to reflect on the financial markets' performance and prepare for the year ahead. Steve Mann, Director of Investments at Schroder's Personal Wealth, hosted a webinar to discuss the key events of 2024 and what lies ahead in 2025.10 December 20245 mins reading time
- How our colleagues are changing lives in communitiesAt SPW, we understand the importance of giving back. This year, we've actively supported our local communities through a series of dedicated volunteering weeks. Take a look at our efforts and see how we're making a difference.26 November 20243 mins reading time
- Ben Pritchard: The road to Paralympic GoldFollowing a phenomenal performance at the Paris Paralympic Games, Ben Pritchard became a Paralympic Gold Medallist and record holder in the PR1 men's single sculls division - Britain's first in this event for over 16 years. See how we've supported Ben on his journey to Paralympic Gold.25 November 20243 mins reading time
- Why past performance is not a guide for future returnsAs human beings, we love a winning story. But chasing last year's stock market winners can be risky. We look at why past performance is not an indicator for future returns, and how active management can potentially lead to better investment returns in the long-run.21 November 20243 mins reading time
- SPW MarketWatch: October 2024Read our latest MarketWatch.08 November 20245 mins reading time
- Key announcements from the UK Autumn Budget 2024As we navigate through changes in the financial markets, it's important to understand the latest economic policies and how they might affect you. The Chancellor's Autumn Statement gives us key insights into the government's financial plans and economic outlook. In this summary, we will point out the main parts of the statement and explain what they mean for your investments and financial planning.01 November 2024
- UK Budget - Roundtable DiscussionAs the Autumn Budget draws close our panel of experts delve into the speculation around what the key announcements could be, the impact the budget could have on financial planning and their top tips for getting budget ready.09 October 2024
- SPW MarketWatch: September 2024Read our latest MarketWatch.07 October 20245 mins reading time
- SnapshotFive tips on how to prepare for a happy retirementWe believe the key to a successful retirement lies in proactive planning and regular review of your plans with your financial adviser. Are you ready for a happy and fulfilling retirement?07 October 20245 minutes