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Protection of your investments

Protection of your investments

Thursday, June 7, 2018

How are your investments protected? In addition to the protection under the Pension Protection Fund (PPF), a level of additional cover is provided by the Financial Services Compensation Scheme (FSCS) for plans post transfer. The Financial Services... Read More

Pension Tax Changes For The New Tax Year

Pension Tax Changes For The New Tax Year

Friday, April 6, 2018

Update on tax changes affecting pensions at the start of new tax year 2018-9 There are no great changes to the pension world regarding tax, however there are some small ones; How you take income will be affected by the changes to Income Tax. You will now... Read More

The wonders of compound interest.This is what happens in your pension

The wonders of compound interest.This is what happens in your pension

Wednesday, August 2, 2017

Albert Einstein stated the following about compound interest “He who understands it earns it; he who doesn’t pays it.” Compound interest relates to what happens to invested money within a pension. Whatever growth you receive on your... Read More

Diversification is the key to successful investing

Diversification is the key to successful investing

Thursday, July 27, 2017

THE EFFECTS OF CURRENCY EXCHANGE RATES ON INVESTMENTS After Russia invaded Ukraine, Russian companies equity value went down 12.5% in rouble terms, however, due to the rouble collapsing against sterling Russia MSCI index tracker went down 42.9%. UK... Read More

Has Quantative Easing Affected Your Pension

Has Quantative Easing Affected Your Pension

Friday, July 7, 2017

QUANTATIVE EASING AND HOW THIS MIGHT IMPACT YOUR INVESTMENT DECISIONS The UK government’s Quantitive Easing £435 billion programme is currently considered a successful solution to the 2008 bank default and stock market crisis. The government... Read More

Making Tax Efficient Pension Decisions

Making Tax Efficient Pension Decisions

Tuesday, May 2, 2017

Example of how working with a financial adviser can help your finances Example 2, tax efficient pension decisions; Andy didn’t want to employ his own financial adviser when he joined his work pension in 2012. He had a good read through of the... Read More

One conversation can increase your wealth

One conversation can increase your wealth

Wednesday, April 19, 2017

Example of how working with a financial adviser can help your finances Example 1, Pension consolidation; Alice comes to the realisation that she needs help with her pension arrangements at age 47, she has had several jobs during her work career and has a... Read More

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