• Wealth Wise

  • By: abrdn
  • Podcast

  • Summary

  • Wealth Wise is the financial planning podcast from abrdn. Hosted by Fraser Kerr, Regional Director, with a panel of experts, we focus on a range of topics such as retirement planning, the cost of living, investment markets and estate planning, bringing you the conversations and collective insights to help you achieve more every day.

    © 2024 Wealth Wise
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Episodes
  • Autumn Budget round-up
    Nov 1 2024

    Tune in to our Autumn Budget round-up, featuring insights from Lizzy Galbraith, Political Economist, and Martin Young, Managing Director at abrdn Financial Planning. In this episode, we cover the key changes from Labour’s Autumn Budget – and how they could impact you.

    Important information:
    This podcast is provided for information only and does not constitute advice. If you are unsure of any of the terminology used, you should seek financial advice. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment. The value of investments can go down as well as up, and could be worth less than what was paid in. The views in this podcast are those of the contributors at the time of publication. The information is based on our understanding as at 31 October 2024.

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    33 mins
  • The October effect - myth or fact?
    Oct 18 2024

    Markets have notoriously been spooked in the month of October. But is October really worse than any other month? We’re joined by Senior Investment Analyst, Tom Watts, to delve into the history of market crashes and explore whether there’s any truth to October being a particularly volatile month for markets.

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    25 mins
  • How financial literacy makes a difference
    Sep 27 2024

    This month, we’re joined by senior financial planners Lewis MacLennan and Keith Dunsmuir to discuss the impact of low financial literacy in the UK. We’ll explore how those with low financial literacy are less likely to have savings or a pension compared to their more financially literate peers, even with similar incomes. We also delve into strategies for improving financial literacy as highlighted in abrdn's open letter to the Secretary of State for Education, calling for enhanced financial education in schools.

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    28 mins

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