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Don’t Panic: Market Volatility Is Normal — Stay the Course
Today’s headlines may feel unsettling. News of Donald Trump’s tariff war causing sharp drops in global financial markets, and individuals...
Steve Conley
Apr 83 min read
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Death-in-Service Tax Shock for Armed Forces: Why This Change Feels Like a Betrayal
Imagine giving your life to serve your country… and your family gets hit with a massive tax bill when you're gone. Sounds wrong, doesn’t...
Steve Conley
Mar 153 min read
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Empowering Financial Futures: CISI Future Foundation Invests £250,000 in UK Charities
In a significant move to enhance financial literacy across the UK, the CISI Future Foundation has awarded nearly £250,000 to three...
Steve Conley
Feb 32 min read
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5 Lessons: What If I Lived Till I'm 100?
Marion Bloom spends her days at study groups, where she learns languages and also enjoys painting and drawing Article by Lucy Andrews ...
Steve Conley
Jan 146 min read
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Who’s the Best at Planning Your Life? You or TikTok?
Let’s face it. Life planning is a big deal. It’s your life, your dreams, your hard-earned cash. So why, oh why, would you let TikTok or...
Steve Conley
Dec 18, 20243 min read
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Planning for the Collective: A Holistic Approach to Wealth and Well-Being
When engaging in holistic wealth planning, it is crucial to recognise that a client does not exist in isolation. A client’s life is...
Steve Conley
Dec 15, 20243 min read
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When Youth Worklessness Needs a Game Plan
Youth unemployment is at a troubling high. Right now, 1.2 million young people aged 16 to 24 are neither working nor studying, a figure...
Steve Conley
Nov 13, 20246 min read
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Coffee or Cash Comfort: Is Your Latte Habit Sipping Away Your Future?
Ah, the morning ritual. You shuffle into Pret or Costa, barely awake, mumbling your order like it’s a life-sustaining spell: "One flat...
Steve Conley
Nov 9, 20243 min read
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Bridging the Advice Gap with Planning My Life: A Holistic Approach to Wealth and Well-being
At the Academy of Life Planning, we believe that the so-called "advice gap" isn’t what the financial industry makes it out to be. While...
Steve Conley
Oct 22, 20244 min read
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We Work to Live: Financial Capital as a Means to an End, Not the End Itself
In today’s world, it’s easy to get caught up in the pursuit of financial gain. But let’s step back and remember: we work to live, not the...
Steve Conley
Sep 29, 20249 min read
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Pension Wise Digital: Expanding Pensions Guidance for a Digital Age
The UK’s Money and Pensions Service (MAPS) has taken a significant step forward by launching Pension Wise Digital , a digital version of...
Steve Conley
Sep 9, 20242 min read
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Empower Your Financial Future: How Planning My Life Can Help You Take Control
In today's fast-paced world, it's all too easy to feel overwhelmed by financial worries. In fact, recent research shows that one in five...
Steve Conley
Sep 3, 20243 min read
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Embrace the Opportunity: Becoming Your Own Financial Adviser
If you've recently found yourself jettisoned by a financial adviser because your investments were deemed too low to be worth their while,...
Steve Conley
Aug 30, 20243 min read
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Unlock a Balanced Life: Take the Kokoro Life Balance Scorecard!
Are you ready to discover a more balanced, fulfilling life? Our free quiz, "Empower Your Life with a Personalised GAME Plan," is designed...
Steve Conley
Jul 30, 20247 min read
19 views
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Rising Mortgage Rates and Holistic Financial Planning: A Path to Sustainable Livelihoods
As the cost of living rises and mortgage rates climb, many people find themselves transitioning from a comfortable standard of living to...
Steve Conley
Jul 27, 20244 min read
6 views
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The Imperative for Young Families to Secure Life Insurance, Income Protection Insurance, and Critical Illness Insurance
In today's volatile economic landscape, young families face numerous challenges, from the cost of living crisis to rising mortgage rates....
Steve Conley
Jul 23, 20243 min read
8 views
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The End of No-Fault Evictions: What It Means for Landlords and Tenants
The UK is poised for the most significant rental reforms in a generation, promising greater protections for millions of tenants. The...
Steve Conley
Jul 23, 20243 min read
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Retirement: The Myth of the Cliff Edge
So, you think retirement means waving goodbye to work forever, right? Picture it: lounging on a beach, sipping cocktails, no deadlines,...
Steve Conley
Jul 16, 20242 min read
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Are You Expecting Your Auto-Enrolled Pension to Pay Enough? The Time to Decide is Now
Auto-enrolment into workplace pensions has been a significant step towards ensuring that more people in the UK save for their retirement....
Steve Conley
Jul 15, 20243 min read
21 views
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Beware of Scams: Protect Yourself from Fraudulent Celebrity Endorsements
In today's digital age, scams have become increasingly sophisticated, and one particularly insidious tactic involves the use of celebrity...
Steve Conley
Jul 10, 20242 min read
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