The L word: How women can define their financial legacy

'Women must play the leading role in their own financial lives'

clock • 4 min read

Jane Booth urges women to take an active role in long-term planning and says it is up to them to define their financial legacy...

Women value money as a source of security for themselves and their loved ones, but many remain in the dark about how to make their money work for them in the long term. When looked after effectively, money serves as a source of power that enables women to pursue their passions in life and support the issues that matter most to them. The UBS Wealth Way focuses on the ‘three L' approach to organising financial life, centred on liquidity, longevity and legacy. Liquidity encompasses cash flow, including short-term expenses, while longevity applies to longer-term needs. Legacy planning inv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Veteran IFA Mike LeGassick: 'At its heart, advice is about human beings'

Veteran IFA Mike LeGassick: 'At its heart, advice is about human beings'

Storytelling isn’t a ‘soft skill’ — it’s the core of trust and understanding

Mike LeGassick
clock 26 September 2025 • 4 min read
Feel Good Friday: Nottingham Building Society offers one-to-one financial planning access to employees

Feel Good Friday: Nottingham Building Society offers one-to-one financial planning access to employees

Launched during UK Savings Week and provided by Octopus Money

Professional Adviser
clock 26 September 2025 • 1 min read
Training provider cautions 'high' exam costs posing barrier to young adviser talent

Training provider cautions 'high' exam costs posing barrier to young adviser talent

Wiser Academy looks to bridge generational gap in advice profession

Sahar Nazir
clock 25 September 2025 • 3 min read