Investments

One in three of us plan to use the markets in retirement

October 14, 2014 by TIna

Category: Investments & pensions & retirement & Uncategorized

New research from MGM Advantage, the retirement income specialist, suggests that UK adults are planning to use equity investments to help them outstrip inflation and manage the rising cost of living. Over half (53%) of UK adults rate the rising cost of living as their number one fear for retirement, and almost a third (32%) of pre-retirees surveyed, say they would retain some exposure to stocks and shares to offset the negative effects of inflation on their retirement income.

Understanding Active vs Passive investment strategies

September 23, 2014 by TIna

Category: Investments & Uncategorized

The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, the method favoured by your adviser can have a major impact on your investment experience, so understanding the two different approaches is important.

New ISAs: going the distance with new pensions – or delivering the knockout punch?

July 03, 2014 by TIna

Category: Investments & isas & pensions & savings & Uncategorized

‘Out with the old and in with the new’ regimes

The Chancellor’s March 2014 Budget may well go down as one of the most radically overhauling game-changers since Lloyd George ushered in the state pension in the 1908 Pensions Act (at the time perceived as dangerously radical).

ISAs: now much NISA

May 18, 2014 by TIna

Category: Investments & isas & savings & Uncategorized

Virtually all the headlines surrounding George Osborne’s recent Budget were about the changes to the pensions rules. Rightly described as the biggest changes to pensions legislation for a hundred years, they will have far-reaching implications for the financial planning of many of our clients.

Why aren’t we re-mortgaging?

April 21, 2014 by TIna

Category: Economy & Investments & Uncategorized

The latest Legal & General ‘Mortgage Mood’ survey reveals that two thirds of consumers (65%) are not financially preparing for an interest rate rise in the next two years. At the same time, only 7% of those polled are considering re-mortgaging their home in the next 12 months.

How the 2014 Budget will change ISAs

April 21, 2014 by TIna

Category: Investments & savings & Uncategorized

In one of the most significant changes announced during George Osborne’s 2014 Budget, the rules governing ISAs will dramatically change in July of this year. Below, we break down exactly how the new rules will impact savers and allow you to shelter more from the taxman.

One in three of us plan to use the markets in retirement

Understanding Active vs Passive investment strategies

New ISAs: going the distance with new pensions – or delivering the knockout punch?

ISAs: now much NISA

Why aren’t we re-mortgaging?

How the 2014 Budget will change ISAs

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