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Monthly Archives: January 2017

Portfolio protection


Are we seeing the return of inflation? It has been easy to grow complacent about inflation in recent years. The rate of inflation has remained stubbornly low, but could inflation be finally returning to Western economies, aided by the ‘Trumpflation … Continue reading

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Income matters


Providing the foundation for an exciting new chapter in your life Nobody knows quite what the future holds. The good news is we are all living longer. Advances in medicine and healthier lifestyles have led to an increase in the … Continue reading

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Don’t put all of your eggs in one basket


Holding a blend of assets to help you navigate the volatility of markets One of the most effective ways to manage investment risk is to spread your money across a range of assets that, historically, have tended to perform differently … Continue reading

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Forgotten pensions


Out of sight, out of mind The extent to which pension policies are being forgotten has been revealed in research from Aviva. A survey of almost ten thousand people who hold a pension has revealed that just under one in … Continue reading

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Gender savings gap widens


Report findings suggest this trend is set to continue Half of women (52%) are now saving adequately for their retirement compared to 60% of men, according to the latest Scottish Widows Women & Retirement Report. But while this maintains the … Continue reading

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Money Purchase Annual Allowance


Reduction to prevent inappropriate double tax relief Chancellor of the Exchequer, Philip Hammond, delivered his first and last Autumn Statement to Parliament on Wednesday 23 November 2016.

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Delegating power


When you are unable to make your own decisions More than two million Lasting Power of Attorney (LPA) registrations will have been filed by the end of 2016, with the number of appointments more than trebling between 2010 and 2015.

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Investment outlook


Taking advantage of opportunities in 2017 After a game-changing 2016, the investment environment was not only mixed but characterised by uneven global growth and political events such as Brexit and the US elections.

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