Join Susannah and Sarah as they explore what’s happening with global trade and how it could affect the UK economy – touching on Trump tariffs, the UK growth forecast and interest rate cuts.

Helen Morrissey, Head of Retirement Analysis, talks about how people can prepare for retirement and reflects on changes in the retirement space since the major pension reforms (Freedom and Choice) made 10 years ago.

Special guest, Danny Cox, Head of Communications here at HL, tells us about how he was able to plan his finances for an early retirement.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

In this week’s episode, Susannah and Sarah discuss the potential impact of US tariffs on the global economy and the clash between Trump, Vance and Zelensky. We also delve into speculation around possible announcements in the upcoming Spring Statement and the tax efficient opportunities available at the moment.

Helen Morrissey, head of pension analysis, shares some of the key things to think about as we approach the end of the tax year.

Matt Britzman, senior equity analyst at HL, will take us through some of the shares which we think are worth considering for a Stocks & Share ISA.

And we’ll hear from Emma Wall, our head of platform investments, on the latest fund ideas for an ISA as chosen by our research experts.

This podcast isn’t personal advice or a recommendation to trade any investment. Investors are responsible for their own investment decisions. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they explore how Trump’s proposed tariffs are impacting global markets and tech stocks. They also dive into the latest findings from the HL Savings and Resilience Barometer, revealing why it’s harder to make ends meet when you’re single.

Helen Morrissey, Head of Pension Analysis, shares key questions to consider when planning a solo retirement. Plus, Dr Ylva Baeckström, Senior Lecturer at King’s College Business School, uncovers the behavioral science behind it all.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Susannah and Sarah examine what Trump’s presidency means for global markets, saving and investing for children and grandchildren during volatile times and the sensible planning steps we can take.

Helen Morrissey, head of pension analysis, tells us how supporting grandchildren can put you in a better position yourself, and the role that pensions play in family financial planning.

Plus, Bradley Clark, Financial Adviser at HL, brings insights from his experience advising families – what their concerns and priorities are, and some of the best tips he gives to them.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Susannah and Sarah explore the investment landscape right now and then dive into our latest research uncovering the nation’s financial resilience.

Helen Morrissey, head of pension analysis, sheds light on the pensions gap affecting millions across the nation.

Plus, Nathan Long, senior analyst at HL, talks us through some of the most interesting findings from the Barometer, and some of the most striking regional differences.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Susannah and Sarah take a look at the steps we can take with our investments and personal finances as we head into 2025.

Helen Morrissey, head of pension analysis, outlines the key New Year jobs to do when it comes to your pension.

Emmanuel Asuquo, personal finance expert and founder of the Eman Effect, talks us through exploring your money mindset and building good habits – both of which are key to starting the year right.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Join Susannah and Sarah as they delve into the potential economic landscape of 2025. We'll explore:

• Market volatility: examining the potential for fluctuations in stocks and bonds.
• Mortgage rates & tax rises: understanding the impact of rising costs on your finances.
• Pension planning: gaining insights from Helen Morrissey, head of retirement analysis.
• Investment opportunities: Matt Britzman looks at companies which could be worth watching in 2025 and Emma Wall takes us through some funds to keep an eye on.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Susannah and Sarah take a look back at a huge year for the markets, with global elections, geopolitical unrest, AI enthusiasm, gold prices and a Budget to remember.

Helen Morrissey, head of pension analysis, joins us to discuss what the year held in store for pensions.

Matt Britzman, senior equity analyst at HL, looks at the companies he said were worth keeping an eye on at the start of the year.

And Emma Wall, our head of platform investments, will take us through the performance of the funds she spotlighted for this year.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Susannah and Sarah delve into how things are looking for the hotels and hospitality sector as we head towards Christmas. We’ll touch on challenges faced across the jobs market, rising salary expectations and the impact of increased National Insurance Contributions to businesses.

Special guest, Jane Pendlebury, CEO of HOSPA, gives us insight into how Christmas is shaping up for the industry this year.

Matt Britzman, senior equity analyst at HL, looks at what the season holds in store for the listed companies in this space.

And Emma Wall, our head of platform investments, will take us through a fund manager’s view.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

Susannah and Sarah look ahead to Black Friday and Christmas spending. They also discuss how Trump’s win and the hike to employer National Insurance contributions could impact retailers and rising prices.

We’ll hear from Helen Morrissey, head of retirement analysis, who has a different view of what we could be spending our money on this Christmas.

Special guest, Paul Reader, Commercial Director of Toymaster, lifts the lid on the golden quarter.

Matt Britzman, senior equity analyst at HL, looks at what the season holds in store for retailers.

And Emma Wall, our head of platform investments, will take us through a fund manager’s view.

This podcast isn’t personal advice. If you’re not sure what’s right for you, seek advice. Investments rise and fall in value, so investors could make a loss. Tax rules can change and any benefits depend on your personal circumstances. 

Hosted on Acast. See acast.com/privacy for more information.