Category Archives: News

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 […]

Phasing into retirement: 5 essential financial considerations

A man working at an office desk.

Any links will direct to a third-party website and Planr is not responsible for the accuracy of the information contained within linked sites. While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out more about five key considerations. 1. Calculate if you’ll need to […]

Your Autumn Budget update, and what it means for you

After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain the key changes and what they mean for you.  Last year, in her maiden Budget, the chancellor sought to balance the public finances with tax rises to cover a reported £22 billion black hole. […]

Mortgage repayments are up 47% in 5 years. Here’s how you could cut yours

Children running through a front door.

Any links will direct to a third-party website and [firm name] is not responsible for the accuracy of the information contained within linked sites. Over the last five years, homeowners may have found that their mortgage repayments have increased by more than they expected. Read on to find out why and steps you might be […]

3 valuable ways to create a guaranteed income in retirement

A couple walking across stepping stones.

Any links will direct to a third-party website and Planr is not responsible for the accuracy of the information contained within linked sites. According to a September 2025 Financial Planning Today article, 39% of people say a guaranteed income is their main priority in retirement. Knowing how much income you’ll receive from certain sources can […]

The difficult but important estate planning conversations to have with your family

A mother and adult daughter talking.

Any links will direct to a third-party website and Planr is not responsible for the accuracy of the information contained within linked sites. An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass away. It often involves thinking about difficult topics, such as […]