Category Archives: News

Why business owners may want to consider a pension alongside their exit strategy

Two people shaking hands

When you’re building a business, you might have little time to think about other aspects of your long-term finances. However, overlooking your pension in favour of your business could leave you in a difficult situation when you want to retire. According to a survey carried out by think tank the Social Market Foundation (12 August […]

Why retirement has a language problem and how to change the narrative

A group of people in their 50s playing musical instruments in a band.

Language is powerful. The words you use to describe different scenarios can change how you perceive events, and the language used for retirement could lead to a pessimistic outlook. Writing in an article for Saga (21 October 2025), lexicographer Susie Dent explains that in English, “retire” has its roots in a Latin word meaning “to […]

How much should you contribute to your pension?

An older couple painting at an easel together.

A third of people don’t know how much they need to contribute to their pensions every year to create a comfortable retirement, according to a MoneyAge article (11 November 2025).  Striking the right balance with pension contributions is important. Contribute too little, and you could leave yourself short in retirement. If you contribute as much […]

The importance of value and wellbeing when making financial decisions   

A woman looking at a painting in an art gallery.

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 100 episodes of the Financial Wellbeing Podcast.  Sometimes, when we make major financial decisions, the question of money must […]

How to be a successful investor: Defining what “success” means

Runners running towards a finish line.

Every investor wants to be successful. Over the next few months, you can read about ways to improve your investment strategy. Defining success against the performance of others can encourage a short-term mindset What “success” means when investing is different for everyone, and defining what it means for you is crucial. You might be tempted […]

7 factors mortgage lenders review when assessing your application

A woman carrying a box and a plant into her new home.

Submitting your mortgage application can be stressful. If the lender rejects your application, it could mean you miss out on the chance to buy the property. Understanding what lenders will be assessing could put your mind at ease and may help you identify ways to improve your application.  Here are seven factors mortgage lenders will […]

Explained: The new Cash ISA rules and what they mean for your savings

Elizabeth Tower, London, in autumn.

Any links will direct to a third-party website and Planr is not responsible for the accuracy of the information contained within linked sites. In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect under-65s. The change could affect your savings and wider financial plan. ISAs provide a tax-efficient way to […]

How cashflow planning turns numbers into possibilities

A couple sitting on a yacht deck.

When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account or pension, but what does the figure mean for your future? Cashflow planning can turn the numbers into possibilities.  If you feel uncertain about your future after looking at numbers […]