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Unmarried Couples: How to Protect Your Partner Without a Survivor's Pension

Unmarried Couples: How to Protect Your Partner Without a Survivor's Pension

June 16, 2026

Unmarried and not in a civil partnership, cohabiting partners are not entitled to a survivor’s pension. However, there are several estate planning tools that allow you to ensure your partner...

European Retirement: A Platform for Reclaiming Pension Entitlements Earned Abroad

European Retirement: A Platform for Reclaiming Pension Entitlements Earned Abroad

June 16, 2026

Called “Find your pension,” a new service offers mobile workers an overview of their pension entitlements accrued throughout Europe...

Senior Homeowners: Financing Your Retirement Without Giving Up the Chance to Pass on Your Home

Senior Homeowners: Financing Your Retirement Without Giving Up the Chance to Pass on Your Home

June 9, 2026

The first edition of the "Senior, Wealth, and Succession Barometer," conducted by OpinionWay for Merci Prosper, shows that nearly one in two senior homeowners...

SCPI: Why Your Place in the Withdrawal Line Might Seem to Be Moving Back

SCPI: Why Your Place in the Withdrawal Line Might Seem to Be Moving Back

June 9, 2026

In open-end real estate investment trusts (SCPIs), selling one's shares means joining a waiting list. An AMF mediation sheds light on a case in which an investor ...

Life Insurance: A Deceased Beneficiary's Share May Pass to His or Her Heirs

Life Insurance: A Deceased Beneficiary's Share May Pass to His or Her Heirs

June 2, 2026

In a ruling dated November 27, 2025, the Court of Cassation held that if a beneficiary dies before accepting the inheritance, his or her share may pass to his or her heirs...

Mandatory Retirement: What an Employer Can Require, and at What Age

Mandatory Retirement: What an Employer Can Require, and at What Age

June 2, 2026

Between the ages of 67 and 69, employees retain control over when they leave; starting at age 70, the employer has sole discretion. For senior executives, these rules are a burden...

Financial Support Within Families: 4 in 10 French People Are Affected, but Few Know How to Make the Most of It

Financial Support Within Families: 4 in 10 French People Are Affected, but Few Know How to Make the Most of It

May 26, 2026

Nearly 38% of French people have received financial assistance from a parent or grandparent over the past five years, according to the third edition of the Observ...

Crypto-assets: What the MiCA Regulation Actually Changes for Investors

Crypto-assets: What the MiCA Regulation Actually Changes for Investors

May 26, 2026

The European regulatory framework for crypto-assets is entering its decisive phase. On July 1, 2026, the transitional period for the MiCA Regulation will end ...

Reverse Mortgages: A Market Experiencing a Resurgence with New Players

Reverse Mortgages: A Market Experiencing a Resurgence with New Players

May 26, 2026

Two finance companies, Jubilé and Mirabelle, have received approval to offer reverse mortgages in France. They are joining the network ...

Life Insurance Paid Too Late: The Insurer Remains Liable in the Event of a Delay by the Bank

Life Insurance Paid Too Late: The Insurer Remains Liable in the Event of a Delay by the Bank

May 19, 2026

A beneficiary who has been waiting eight months for their death benefit is not left with no recourse. A recent decision by the Insurance Ombudsman...

Life Insurance: Notifying Your Beneficiaries Is Part of Sound Wealth Management

Life Insurance: Notifying Your Beneficiaries Is Part of Sound Wealth Management

May 19, 2026

A life insurance policyholder has no legal obligation to inform the person or persons named in the beneficiary clause. However, in practice...

Forgotten Funeral and Long-Term Care Contracts: The Little-Known Service That Recovers Your Funds

Forgotten Funeral and Long-Term Care Contracts: The Little-Known Service That Recovers Your Funds

May 19, 2026

More than 8 million funeral plans are currently listed in the AGIRA database, which allows families to verify within 24 hours whether a loved one ...

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Latest Articles

One in four first-time homebuyers buys a home with money from their family

One in four first-time homebuyers buys a home with money from their family

September 15, 2026

The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...

European ETFs Have Seen Two Consecutive Months of Record Inflows

European ETFs Have Seen Two Consecutive Months of Record Inflows

September 15, 2026

After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...

One-third of French people have dipped into their savings to make ends meet

One-third of French people have dipped into their savings to make ends meet

September 15, 2026

A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...

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