Wealth lens
If knowledge is power, having financial knowledge can give you more power over your financial future
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.3 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 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 rates5 mins reading time
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- Key announcements from the Spring StatementEarlier today, Chancellor Rachel Reeves delivered the highly anticipated Spring Statement to Parliament, providing an update on the state of the UK economy and outlining the government's fiscal plans for the coming year. In her speech, the Chancellor addressed key areas such as public spending and infrastructure investment, offering insights into how the government intends to navigate current economic challenges and foster growth.26 March 20255 mins reading time
- Spring Statement 2025: Potential implications for savings and investmentsThe UK Spring Statement is due to be announced on March 26, 2025. Will the Chancellor announce more changes that may affect savings and investments?25 March 20255 mins reading time
- Cycling for a Cure: The Albania Challenge for Alzheimer's Research UKAt Schroders Personal Wealth (SPW), our purpose is to change lives. We want to make a difference in the communities we work in, and that's why we champion volunteering and charitable initiatives that are close to our hearts.25 March 20253 mins reading time
- SPW MarketWatch: February 2025A look back at markets in February when US stocks fell while European shares outperformed. Bond yields fell (meaning prices rose) amid signs of rising risks to growth.25 March 20255 mins reading time
- The financial impact of motherhoodBecoming a parent can be an exciting time, but often it can lead to women feeling financially vulnerable. Learning how to navigate financial changes during motherhood could help you potentially achieve your long-term goals.24 March 20255 mins reading time
- The gender gap in retirement confidenceWomen face unique challenges in retirement planning, but with tailored financial advice and proactive steps, they could overcome the retirement confidence gap and achieve a comfortable future.21 March 20255 mins reading time
- Celebrating International Women's Day at Schroders Personal WealthThe theme of this year’s International Women’s Day was #AccelerateAction; a worldwide call to acknowledge and support strategies, resources, and activities that positively impact women’s advancement.20 March 20253 mins reading time
- The importance of diversificationDiversification is one of the key concepts of investing. It’s an effective way of reducing the risks associated with investing by combining a variety of assets within an investment portfolio. Traditional wisdom says: don’t put all your eggs in one basket. A well-diversified portfolio can help to spread your risk exposure. And so, if one investment performs badly, it only accounts for a small proportion of your portfolio and therefore may not be too damaging for your overall wealth.19 March 202510 mins reading time
- Empowering women: Rebuilding finances after bereavementLosing a partner brings emotional and financial challenges but women can be resilient during difficult times. Women can aim to regain financial independence by assessing their situation, creating a budget, seeking professional advice, and utilising the support available.19 March 20255 mins reading time
- Navigating financial independence after divorceDivorce can create financial challenges, especially for women who may overlook the importance of pensions in settlements. We believe that by being proactive and informed, women could navigate financial independence after divorce.05 March 20255 mins reading time
- What you need to know if you go part time after having childrenA move to part-time work after having children means your income will likely decrease while childcare costs can add to your expenses. But you often have enough notice to prepare and adjust your financial plans accordingly. We explore some ways you can start to plan for a transition to part-time working.27 February 20255 mins reading time
- SPW MarketWatch January 2025In January, US shares gained but lagged behind other regions due to DeepSeek's AI advancements. The Fed kept rates steady, and the job market remained strong. Eurozone shares outperformed, while UK equities rose despite fiscal concerns. Japan saw slight gains, and emerging markets rose but underperformed the MSCI World index. Global bonds showed mixed trends, and commodities advanced.26 February 20255 mins reading time