Articles

Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.

Why the right Trust matters for estate planning

Hugh Austin, Chartered Financial Planner, explains why choosing the right trust matters when planning how your estate will be passed on.

Ethical Investing: why ESG is about more than just the environment

When looking into ethical investing, it’s easy to focus on environmental factors, as these often receive the most attention. Claire Houstin, Private Client Adviser, explains

The role of tax wrappers in diversification

Tax wrappers can help make your investment strategy more flexible, tax-efficient and resilient. Calum Lockhart, Chartered Financial Planner, looks at how they can support your

Market Review – June 2026

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

The importance of renewables in your portfolio

As global energy markets face renewed uncertainty, Keith Harrison, Chartered Financial Planner, explains why renewable energy continues to play an important role in long-term financial

What to know about State Pension deferral

Did you know that you can defer your State Pension? Nella Correia, Private Client Adviser, explains how to do it and why it could be

Market Review – May 2026

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

Highlights from the UKSIF Spring Conference 2026

In his role as Origen Ethical Futures’ Brand Ambassador, Julian Parrott recently attended UKSIF’s Spring Conference. He’s taken some time to share some of the

Pensions and Inheritance Tax: Are you prepared for the changes?

With less than 12 months to go until pensions come under Inheritance Tax rules, Alison Clifford, Private Client Adviser, sets out the ways in which

Market Review – April 2026

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

Navigating ethical investing: What you should know

How does Origen Ethical Futures ensure your investments remain ethical? Kerry McGreevy, private client adviser and ethical specialist, explains what happens behind the scenes to

Standard Life agrees to buy Aegon UK – what this means for you

You may have seen recent media coverage announcing that Standard Life has agreed to acquire Aegon UK, including Origen Financial Services, in a transaction valued

Market Review – March 2026

We reflect on the recent performance of global markets and picks out some key economic and financial dates.

Is it too late to start investing ethically?

As you get older, you might think that it’s no longer worth investing ethically. Claire Houstin, Private Client Adviser and ethical specialist, highlights the reasons

The Bank of Mum and Dad – is this the end?

Historically young people have turned to older generations for financial help, but are the tides turning? Amit Ladwa, Private Client Adviser, has explored the idea
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