Pensions
5 important things to check this Pension Awareness Day
If you’re guilty of ignoring your pension, a review ahead of Pension Awareness Day on 15 September can help make sure you’re on track for the retirement you want. Here are five important things to check. 1. How is your pension invested? The money held in your pension is usually invested. This provides an opportunity…
Read MoreQuarterly Financial Bulletin – Summer – 2022
Most people would agree that wealth is not about hoarding money but the financial freedom and flexibility it affords to help us achieve our passions and goals. Wealth essentially has the capacity to create a powerful purpose within our lives, provided we are able to unlock its true value. In our quarterly bulletin this month we…
Read MoreThe minimum pension contribution may not be enough. Here are 3 reasons to increase your contributions
Pension auto-enrolment means that if you’re employed you’ve likely been automatically enrolled into a pension and contributions are deducted from your pay. However, the minimum contributions may not be enough to secure the retirement you want, and the sooner you identify a gap, the more options you have. The current minimum contribution is 8% of…
Read MoreQuarterly Financial Bulletin – Winter – 2022
Given the challenges of the past two years we could be forgiven for focusing on life’s trials and tribulations as a new year dawns. However, while concerns about supply chain disruption, new COVID variants and rising inflation may be disconcerting for investors, all the signs are that the coming 12 months will be a time of opportunity…
Read MoreQuarterly Financial Bulletin – Autumn 2021
Although the strength and speed of the global recovery over the first half of this year exceeded most expectations, the economic outlook inevitably remains uncertain. However, while future growth prospects are likely to stay closely linked to the future path of the virus, as we journey through autumn there do appear to be grounds for optimism. As…
Read MoreQuarterly Financial Bulletin – Summer 2021
As the country emerges from lockdown, an increasing sense of optimism seems to have filled the air with a much more familiar feel returning this summer. And there’s plenty to look forward to over the coming months, with a host of major sporting events including the Olympics to excite and enthral us, audiences returning to theatres and…
Read MoreQuarterly Financial Bulletin – Spring 2021
The arrival of spring is generally a time of great optimism and this year more than ever we are all certainly in need of a fresh bout of positivity. Thankfully for investors, there do seem to be increasingly hopeful signs on the horizon, with a growing belief we are now at least starting on the…
Read MoreQuarterly Financial Bulletin – Winter 2021
Over the past year, our vulnerabilities have been starkly exposed by coronavirus, and the pandemic continues to present an array of challenges on many different levels. Economic frailties have also been laid bare but, as we enter a new year, shoots of optimism are beginning to emerge, with rising hopes of recovery in 2021 and…
Read MoreQuarterly Financial Bulletin – Autumn 2020
As the COVID-19 pandemic continues, in this quarter’s financial bulletin we assess the impact of the pandemic on the UK and beyond. We begin by discussing whether or not Coronavirus was foreseen, as some critics are saying. Or are we living through a ‘black swan’ event. We look at how the pandemic is signalling…
Read MoreYour window on wealth – Summer 2020
Please find below a copy of our latest client newsletter. As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are: Keep your retirement plans on track – Don’t let the pandemic derail your retirement plans. Keep calm, take a long-term approach…
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