More Blogs:

The benefits of transfers?

11-04-2017

The overwhelming majority of people who have been fortunate enough to be a member of a defined benefit (also known as ‘final salary’) occupational pension scheme should stay with it. After all, there is not much wrong with a guaranteed, inflation-linked inc...

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Tactical asset allocation: a recipe for disappointment?

28-03-2017

If world events over the last year or so are anything to go by, then it probably tells us “to expect the unexpected” . Please see the following chart produced by Vanguard which we believe demonstrates how difficult it is to predict the performance of various asset cla...

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Your shrinking pension allowances

18-04-2017

The cuts and adjustments made to the two main pension allowances since 2011 have made retirement planning all the more complex.

The lifetime allowance, which sets an effective tax-efficient ceiling on the total value of pension benefits, was £1,8...

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Brexit: the deed is done, now what?

25-04-2017

The outcome of the Referendum last year confounded the predictions of the opinion polls, the bookies and the markets. All three ended the working day on 23 June with the assumption that the Remain side would win, albeit by a small margin.

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UK General elections and the stock market

23-05-2017

Over the long run, the UK market has provided substantial returns no matter who lives at No 10. Please have a look at the attached article from Dimensional Fund Advisors on this subject

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