Insights

After reaching record highs towards the end of the quarter, the global economy remains resilient. Read more in our market commentary.

This podcast episode discusses why it's so important for dentists to understand the goodwill value of their practice. Listen now.

This podcast discusses the differences in the various asset classes for those looking to make investments.

In this article, Gordon McMillan, Dental Specialist Financial Adviser, shares what dentists should be thinking about when pension planning.

This podcast looks at Christie & Co's Dental Market Review, the impact to practices and the help available.

Stock markets around the world rebound after fears of a US recession appear to be overstated. Read more in our market update.

Our latest investment update looks at why data from the US caused global markets to tumble, while UK’s economy appears to be holding its own.

This podcast looks at flexible retirement options for dentists and how this will impact pensions.

With one month into a Labour government, what has changed and what does this mean for your finances? Read more now.

Here, we share the top reasons dentists claimed on their income protection policies throughout 2023.

From professional expertise to the potential for higher returns, we discuss the advantages of putting your money in an actively managed fund.

This latest investment update discusses elections, at home and abroad, and the effects on investment markets. Read more.

From UK's inflation to China's key interest rates cuts, find out more in this July market update.

In this podcast, we discuss the commercial issues impacting GPs and how Wesleyan is here to help them.

This podcast covers a first look at the new Labour government and how this will impact dentists and their practices.

In this article, Practice Plan Sales and Marketing Director, Nigel Jones, discusses Labour’s plans to address the state of NHS dentistry.

In this article, Wesleyan's Director of Investments, Martin Lawrence, discusses global elections, interest rate cuts and more. Read more.

This article discusses the importance of seeking financial advice when it comes to avoiding the ‘tax trap’ when working during retirement.

After a strong quarter for stock markets, we reflect on some of the highlights and the lowlights in our latest market commentary.

Our latest update reflects on June's market. From UK's interest rates to China's rising exports and retail sales, find out more.

New research has uncovered why headteachers aren’t making the most of phased retirement.

Wesleyan’s in-house Property Team finalised a 15-year lease, which will welcome a state-of-the art NHS healthcare facility.

This podcast covers issues surrounding NHS contracts when principal dentists start planning for their retirement.

This article highlights some of the challenges practice owners may face regarding recent changes to employment law and legislation.

Here we cover the UK’s early general election, which could benefit investors, plus how our commercial property portfolio is supporting the NHS.

After the FTSE hit a record high earlier in May, what does this mean for the British economy? Find out more here.

Carly Millan Page, a business to business account manager from Wesleyan Financial Services, discusses partnerships for dentists.

This market commentary discusses the welcome rally in UK stock markets, potential gains during the corporate reporting season and more.

Optimism is fuelled by signs of improvement in the UK economy, including lower inflation and return to growth after a brief recession.

In this article, we discuss specific work-related factors that may impact the mental health of dental professionals.

This article discusses what dental practice owners and shareholders should be thinking about when it comes to exit strategies.

From tax bands to the importance of financial planning, this podcast discusses what life’s like for NHS dentists and their finances in Scotland.

Wesleyan’s Director of Investments, Martin Lawrence, discusses the regional race for interest rates cuts and hopes for a UK stock market rally.

Running a dental practice comes with a range of patient and employee risks. Here are our top tips to mitigate them.

In our recent market commentary, we explore some of the highlights and the lowlights of the quarter. Read more.

Stock markets around the world have risen amid hopes of interest rate cuts later in the year.

This podcast answers some of the most asked questions around retirement and pensions for medics in 2024.

Here we delve into key announcements from the 2024 Spring Budget – and the changes to be aware of in preparation for the new financial year.

Here, Wesleyan's Director of Investments looks back on investment markets in February - including an update on interest rate cuts.

Here, Simon Cosgrove, Specialist Financial Adviser at Wesleyan Financial Services, discusses what happens to your estate when you die.

Despite a recession, the FTSE rose in February. Investors expect interest rates to be lowered soon, but are there more reasons for hope?

What do the announcements from the Spring Budget 2024 mean for teaching professionals? Read more.

What do the announcements from the Spring Budget 2024 mean for medical professionals? Read more.

What do the announcements from the Spring Budget 2024 mean for dental professionals? Read more.

What were the announcements from the Spring Budget 2024, and what do they mean for you? From taxes to the cost of living, read more.

Find out what Christie & Co's recently published Business Outlook means for dentists and their finances.

Dental Regional Manager from Wesleyan Financial Services, Neil Richardson, shares insights and predictions on mortgage rate trends.

Research by Wesleyan shows that four in five UK adults are unaware of changes to ISA rules.

As the UK economy rebounded towards the end of last year, read about the sentiments of global markets throughout January.

With the end of the tax year fast approaching, use this checklist to make sure you’ve taken advantage of your annual tax allowances.

Here, Wesleyan's Director of Investments looks back on investment markets in January, including inflationary pressures for economies.

This podcast discusses what the USS is, its different versions and what it means for those working in higher education.

Here, Specialist Financial Adviser, Lloyd Boston, shares how offset mortgages can be beneficial to dentists when interest rates are high.

From improving business continuity to overall future planning, this podcast covers the importance of business agreements for dentists.

As interest rates peak, will cash retain its crown in 2024? We explain more here.

Oonagh Morrison, Regional Manager at Wesleyan Financial Services, discusses the importance of financial wellbeing for trust leaders.

Amid worries about inflation and interest rates, it's been a challenging time for markets – but what does 2024 hold? Find out more here.

As the Bank of England decides to maintain interest rates at a steady 5.25%, what does this mean for global markets? Find out more here.

In this podcast, legal consultant Sunita Jordan discusses issues dentists face when it comes to running a business.

As the rise in interest rates concern mortgage holders, lenders have agreed to support borrowers in collaboration with the Mortgage Charter.

With inflationary pressures receding around the world, find out what this means for the economy in our latest market update.

Here, Wesleyan's Director of Investments, Martin Lawrence, looks back at the key financial themes that have taken centre stage in November.

What impact have market movements had on assets held within low to moderate risk funds in recent years? Learn more in this article.

From the sales market to exit strategies, this article discusses challenges when buying or selling a dental practice.

Following the Chancellor's Autumn statement, find out what the announcements mean for those in the dental trade.

Jeremy Hunt delivered his Autumn statement today. What do the announcements mean for your finances?

Cyber insurance can be a useful addition to any business, but how can law firms in particular benefit from extra protection? Learn more.

Craig Barr, ex professional footballer, discusses his previous and new career as a Wesleyan Financial Services Specialist Financial Adviser.

Martin Lawrence, Director of Investments at Wesleyan, looks back at the financial themes that took centre stage in October. Get the latest.

This podcast discusses the benefits of the Teachers Pension Scheme, how it works, and how and when teachers can get it.

Alec Collie, Head of Medical, and Regional Manager, Wendy Baillie, discuss the benefits of seeking financial advice.

Inflation remains sticky in the UK economy, but what does this mean for interest rates? From European bonds to Asian stocks, read more.

New research from Wesleyan shows Britain’s married couples have secret savings, debts and ambitions.

From retirement planning to setting up private limited companies, this podcast covers financial planning for doctors in Northern Ireland.

This podcast explores the financial planning risks associated with Primary Care Networks (PCNS) – from long-term illness to liability costs.

In this podcast, Graham Leyfield, Account Manager from Wesleyan Financial Services, discusses the importance of locum cover.

Specialist dental practice sales and purchase solicitor, Nicola Lomas, shares her insights for dental practice owners.

Wesleyan’s Director of Investments, Martin Lawrence, explores the key themes driving the global economy and financial markets.

With inflation fading and economic growth slowing globally, major central banks are closing in on the end of their interest rate hiking cycles.

In this market update, we reflect on the highlights and lowlights of the quarter, and get the latest outlook from our Investments team

Alec Collie, Head of Medical at Wesleyan Financial Services, talks about commercial investments for medics.

Get the latest global market update from Martin Lawrence, Wesleyan's Director of Investments.

UK inflation has fallen by less than expected, so what does this mean for interest rates? From euro area growth to China's economy, read the latest.

In this article, we share 10 tips to help you stay on top of everything related to your retirement plans.

Simon Cosgrove, Dental Specialist Financial Adviser at Wesleyan Financial Services, discusses the pros and cons of pension consolidation.

This podcast discusses the key considerations for dentists looking to replace NHS income and how practices can approach this.

Iain Stevenson, Head of Dental at Wesleyan Financial Services, shares what’s happening in the dental and economic landscape.

Stay in the know with our latest global market update from our Director of Investments, Martin Lawrence.

This article discusses why diversification is a key strategy for managing investment risk in unpredictable markets.

As the pace of inflation falls around the world, does this mean central banks are nearing the peak of their interest rates? Read the latest.

Wesleyan's team of chartered surveyors talk responsible property investing, sustainability and ESG.

Read some of the case studies related to Wesleyan's Property Team, our Sustainable Investing Policy, and the commercial property portfolio.

Here, Kabir Ahmed, Commercial Manager at Wesleyan Financial Services, discusses the cyber security concerns every practice should plan for.

As inflation begins to fall more rapidly in some regions than others, what does this mean for monetary policy around the world? Read more.

In this article, Specialist Mortgage Adviser, Steve Gomez, answers some of the most commonly asked questions about mortgages. Read more.

As inflation slows, the US central bank has put a hold on interest rate rises – but what does this mean for global stock markets? Read more.

Christina Moss, Specialist Financial Adviser for Wesleyan Financial Services, explains the importance of planning early in the remortgaging process.

Marc O’Sullivan, Head of Investments at Wesleyan, reflects on key events during the second quarter of 2023.

With growing concerns about a possible US recession, what does this mean for the global economy? Learn more in our latest investment update.

As bond prices fall after higher-than-expected inflation figures, what does this mean for UK interest rates? Read more in our market update.

Read about the big topics discussed at the British Dental Conference and Dentistry Show 2023.

This article discusses the recent changes in HMRC guidance for determining the employment status of associate dentists.

Data shows significant rise in teachers leaving pension scheme due to financial constraints.

Wondering how you can make the most of your pension? From increased living costs to defining your goals, read more in this article.

It’s easy to underinsure your home. Make sure all your belongings are covered with our list of the most expensive items you might have.

With the rate of consumer price rises easing, what does this mean for interest rates? Read more in our latest investment update.

As the UK inflation rate slows by less than expected, we may see further interest rate rises from the Bank of England. Read the update.

In this video, we discuss changes to the NHS Pension Scheme and the 2023 Spring Budget impact to medical professionals.

From main financial considerations to identifying goals, this video answers some key questions on financial advice and planning.

This podcast discusses the pension changes that have impacted teachers in recent years, as well as key considerations for retirement planning.

From pension changes to latest developments around the McCloud judgement, listen to key considerations for medics when retirement planning.

Investing your money can be a great way to grow your wealth, but why is it important to stay invested for the long haul? Find out more.

From recession fears to high inflation and falling stock markets, get the latest insights in our April investment update.

Read the latest market insights in our April update – including the continued rise of interest rates despite banking turmoil.

James Heaney, Investment Communications Manager, reflects on key events during the first quarter of 2023.

Paul Barnfather, Specialist Financial Adviser from Wesleyan Financial Services, discusses the Spring Budget impact on retirement planning.

This article reviews retirement research from the Pensions and Lifetime Savings Association and what this means for dentists.

From persistent inflation to a strong labour market, see how high inflation is keeping the pressure on interest rates in our latest update.

Wondering how inflation and interest rates are continuing to drive financial markets? Read more in our latest investment update.

Iain Stevenson, Head of Education at Wesleyan, discusses new data on the cost of living impact to teachers.

Alec Collie, Head of Medical at Wesleyan, and Specialist Financial Adviser, Jonathan Halberda, discuss Spring Budget allowance changes.

On the day many teachers walked out on strike over pay, the Chancellor unveiled a package of measures designed to help household budgets.

The Chancellor wrote his prescription for pensions with a move to shake up rules penalising medical professionals.

From pension allowances to practice investment opportunities, read about how the latest budget announcements will affect dentists.

Get Wesleyan's reaction to the latest budget announcement and find out what it means for your personal finances.

Laura Whyte talks to Specialist Financial Adviser, Magdelena Harding, about allowances that are available for tax-efficient savings.

Iain Stevenson, Head of Dental at Wesleyan Financial Services, breaks down key considerations for commercial investment decisions.

This podcast discusses how the current landscape is impacting dentists' NHS pensions and looks ahead to the next financial year.

Research from Wesleyan shows more doctors are exceeding the annual allowance, with inflation pushing medics over the tax limit.

In this article, we discuss investing for the future, what it means for the world and how mutuality can have a positive impact.

In this article, we share how Brits are planning to prioritise and manage their money in 2023.

Our Sustainable Investment (SI) Team talks everything Wesleyan and sustainable investing.

In this article, Wesleyan reviews the market performance for the final quarter of 2022.

Account Manager Graham Leyfield and Regional Manager Simon Appleyard discuss several topics relating to partnership agreements.

Learn what happens in a recession, how long one might last and what it can mean for your money.

In this article, we shed light on the latest cost of living scams and show you how to spot a potential scam.

From income tax to NHS funding, read about how the latest budget announcements will affect dentists.

From energy to earnings, find out how the latest budget announcements will affect cost of living.

Jeremy Hunt used his budget to announce a two-pronged approach to healthcare - focused on efficiency savings while also boosting budgets.

Get Wesleyan's reaction to the latest budget announcement and find out what it means for your personal finances.

Michael Copeland, Dental Regional Manager at Wesleyan Financial Services, discusses investment decisions during market volatility.

This article discusses Wesleyan's retirement research findings specifically for dentists across the UK.

Wesleyan Financial Services Regional Manager, Michael Copeland, discusses research carried out around dentists and their retirement plans.

Looking for a market summary? Hear the latest update in this video from Wesleyan's Director of Investments, Martin Lawrence.

Gareth Stainsby, a specialist Financial Adviser from Wesleyan Financial Services, discusses NHS dentistry in Scotland.

Neil Richardson, Specialist Financial Adviser from Wesleyan Financial Services, discusses most commonly asked questions on NHS pension.

If you're planning to buy a dental practice now or in the future, there's a lot to consider. One key factor is trading structure.

A new free-to-use fallow time calculator (FTC) has been launched to help dental practices optimise productivity.