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A man and a woman walking through a park
11 May 2026

Are today’s mid-lifers facing a future retirement crisis?

New research reveals that five million mid-lifers, aged 40–54, face a difficult retirement. ...

A woman signing some documents
22 May 2026

How we keep you informed - Financial planning communications explained

Sending financial planning communications is not just about sending updates or ticking regulatory boxes, it’s about helping clients feel informed, confident, and connected to the plans we build together. That’s why we put real care into the communications we send and the way we send the...

The sunset over the hills and fields
6 May 2026

ONS research highlights the UK's healthy life expectancy gap

New research from the Office for National Statistics casts a different light on life expectancy.Source: ONS  ...

cyber security, phishing attacks, Ai
5 May 2026

Beware the next generation of phishing attacks

If phishing scams are supposed to trick people, why do so many of them still feel clumsy?For years, the answer was simple: Most scams were mass-produced.The same email, the same fake website, sent to thousands of people, hoping a few would fall for it. ...

Kirly Group Holdings
5 May 2026

Cambridge Index advances 1.8%

The Cambridge Index climbed 472.1 points or 1.8% to close at 27,215.7, as six out of the top ten index heavyweights posted weekly gains in their share price. ...

Jimmy's
5 May 2026

The Cambridge announces major multi-year partnership with Concrete Rose alongside new Community Fund grants

The Cambridge Building Society has announced new grants for charities supporting people with housing needs – including a new multi-year partnership with Concrete Rose Collective. ...

man with head in hands overwhelmed by lots of images of data around him
1 May 2026

Building a smart data retention policy – What your business needs to do

The digital world has transformed how small businesses operate. We now have an overwhelming volume of information to manage – employee records, contracts, logs, financial statements, not to mention customer emails and backups. Business leaders find it hard to make decisions because...

two hands being held
8 May 2026

Supporting vulnerable clients | FCA guidance and how how we can help

Everyone deserves fair, respectful, and accessible support, especially when personal circumstances make it harder to manage finances or make decisions. If you’re a vulnerable client (as defined by the FCA), we’re here to help in a way that works for you. ...

A group of people behind a banner in a garden
5 May 2026

PEM takes on Yorkshire Three Peaks to raise £10 000 for local charities

Forty‑four members of the PEM team are set to take on the Yorkshire Three Peaks Challenge on Saturday 6 June, raising vital funds for the PEM Charitable Trust. The challenge will see the team tackle a demanding 24‑mile (38.6km) route across the Yorkshire Dales, taking in Ingleborou...

judge business school
29 April 2026

Cambridge report finds AI integration gap and risks in financial services

Key findings of ‘2026 Global AI in Financial Services Report – Adoption, Impact and Risks’: ...

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