NEWS & INSIGHTS

In this interview, Ruth Strachan, consumer editor at BNY Investments sits down for a conversation with head of retirement, Richard Parkin about why it’s important to keep pace with inflation when you are considering your retirement income strategies.

Investment experts from across three of our investment firms share their insights into key trends for investing in 2025.

With cyber crime on the rise, we've put together this guide to ensure you know our best practices for keeping your investments safe.

Originally featured in the winter edition of our Money Matters magazine, Walter Scott's George Dent ponders why Zara (and by extension, Inditex) appear to be beating the odds on the high street.

Facing retirement can be overwhelming for many. Despite the excitement of slowing down to enjoy a life free of work-related responsibilities – it also creates a lot of upheaval in a person’s life and routine. Amongst the many questions that arise – how can I begin to plan my finances in retirement? – is a common query. To answer this, it can be helpful to divide your retirement finances into four separate pots.

We explain the What, Why, Where, When and Who of multi-asset investing.

A benchmark is a point of reference used to measure something else. For example, if you planted two sunflowers side by side – you could use one as a benchmark to compare them as they grow.

For many, a happy retirement looks like a long stretch of time in which you have the freedom to strive towards your life beyond work goals. To meet those goals, you likely want your money to stretch as far as possible. In this infographic we assess how inflation could factor into your plans and impact the purchasing power of your money.

Generation X, born between 1965 and 1980, is characterised by their independence and resilience. Having witnessed the shift from a manufacturing-based economy to a digital one, Gen Xers are adept at adapting to change. Steve shares his insights on balancing work and family life, the importance of financial planning, unexpected financial hiccups, and his vision for a fulfilling retirement.

Millennials, born between 1981 and 1996, are known for their tech-savvy nature and value-driven approach to life. Lola discusses how family influence her investment and retirement plans, the misconceptions around her generation and her aspirations for retirement.

Generation Z, born between 1997 and 2012, is the most digitally connected and socially conscious generation. Tito covers the financial and social pressures faced by his peers, his attitude to money and the role it plays in his life. He also discusses how in today's digital age, social media platforms have become powerful tools for influencing his generations investment decisions.

In this final episode, all interviewees come together for a roundtable discussion, joined by Richard Parkin, Head of Retirement at BNY Investments and moderated by Dr. Eliza Filby. This engaging conversation explores the similarities and differences in savings and retirement planning across generations, offering a comprehensive view of the future of retirement.