Your clients’ pension tax-free cash* might be safe for another year, but the Budget in 12 days is certain to hit them in other areas.

So, after the Chancellor’s speech, your clients and prospects will expect to hear from you. Emailing your update on the same day provides them with key points promptly and confidence that you’re “on the case”.

Conversely, sending it a week later forces clients to find the information elsewhere, while you look slow and unresponsive.

We get it, though, writing a lengthy Budget update on the afternoon of the speech isn’t everyone’s idea of fun. So, in typical Yardstick fashion, we’re here to help with two options that’ll save you time and help you communicate with your clients on Budget day.

But you only have a few days left to opt in.

Option 1: If you’re not a Yardstick Member

If you don’t take advantage of our newsletter service, don’t worry – we can still help you.

We’ll send you a comprehensive article summarising the key points on the afternoon of the Budget. You’ll receive it as a plain-text Microsoft Word document, which you can then:

• Upload to your website
• Send to your clients in an email
• Turn into a webinar script or slides
• Post on social media such as Facebook or LinkedIn.

In fact, unlike other content providers, we don’t restrict how you use the content. You can do what you like with it!

The communication costs £195 plus VAT.

To place your order, click the button below.

Option 2: If you already take Yardstick Membership (our done-for-you newsletter and blog service)

As we’ve already explained in previous emails, on the day of the Budget, we will upload an update to your website and send a one-off communication explaining the key points to the people who receive your newsletter*.

The communication costs £150 plus VAT.

Please click the button below if you haven’t already opted into this.

The blog will share factual information and opinion. However, if you need your compliance team to check the content before it is distributed, please make this clear when you respond to us.

We want your clients to receive this information from you before anyone else, so bear in mind that compliance checks may delay the distribution of the newsletter and reduce the impact.

If you don’t mention compliance in your response, we will assume that you’re happy for us to simply upload the blog and send the newsletter.

Communication when it matters

Sending your email summary of the key points on the same day gives people confidence that you’re “on the case” and also:

• Demonstrates your proactivity
• Positions you as the expert who will guide your readers through the Budget maze
• Opens up a communication channel because recipients can reply to your update directly.

And frankly, you’re their financial guide. It looks very strange if you’re not communicating with them about things that’ll directly affect their financial plan now and in the future.

Finally, on this, we’ve heard a few people dismiss the benefit of sending Budget summaries, saying:

• “No one reads them”
• “My inbox is full of Budget updates”
• “There’s no value to sending summaries unless they’re bespoke”.

These opinions are almost always offered without supporting data or evidence.

Let’s deal with them one by one.

“No one reads them”

Our data proves this isn’t true. In 2025, we sent over 300 Budget mailers to nearly 200,000 people, and the average open rate was 57%. Given that the average open rate for business and finance emails is 31.35%, it’s clear people valued the updates.

“My inbox is full of Budget updates”

Of course it is, you’re in financial services! But they aren’t, so their inboxes are bound to look very different to yours.

However, if their inbox is full of Budget updates, you damn well better be sure that one of them is from you, it’s better than the others, and it arrives first.

“There’s no value to sending summaries unless they’re bespoke”

The data above disproves this theory.

Speed and simplicity win on the day of the Budget. The later you leave it, though, the more your clients will expect a bespoke update. So, if we’re in agreement, simply scroll up, choose your option, and click the button to organise a done-for-you Budget day communication.

Convenient for you, invaluable for your clients. That’s a win-win in our books!

PS. *Pension Commencement Lump Sum for the purists!