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Quick tips on financial planning for thirty-something professionals

by TIna

Category: Lifestyle & savings & Uncategorized

After age 30 it is probable that financial planning will be upped one or two gears and become a far more intense matter.

It is worth reflecting how things have changed over the past few generations; more and more people are going to universities, families are having children later, are buying property (and by definition therefore taking on mortgages) at later ages and everyone is facing up to a longer life and a (much) later retirement.

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DECEMBER 2014 AUTUMN STATEMENT

by TIna

Category: Economy & Uncategorized

SUMMARY IMPACT

The key announcements by The Chancellor providing opportunities for financial planning advice are outlined below.

PENSIONS

Summary of all the pension changes to apply from 6 April 2015

• Since the announcement of the 'Freedom and Choice in pensions' reforms in the March Budget, details have emerged piecemeal.

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Report reveals vast disparity between the sexes retirement finances

by TIna

Category: pensions & retirement & Uncategorized

Recent research from MGM Advantage, the retirement income specialist, reveals alarming disparities between the retirement finances of men and women. Although, on average, people in retirement feel that they need an additional £130 per week on top of their current income to be financially comfortable, women’s financial position in retirement is already more austere than that of men and their outlook seems to be much more prudent.

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Can you spot a brilliant fund manager? Cambridge Judge has the answer

by TIna

Category: Investments & Uncategorized

Suppose you want to find the smartest student in a classroom, you would look for the one from whom others copy their homework.

New research by a team including Raghu Rau, Sir Evelyn de Rothschild Professor of Finance at Judge Business School, draws on this to argue that in the fund management world, even fund managers who try to copycat – those with the most incentive to find their smartest peers – don't have the capability to identify superior fund managers in advance.

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