Blog

Recent Market Volatility

February 2018

Well, have the Markets settled down again?  I honestly don’t know.  In 30 years of business, the markets have never really settled down in my opinion.  “Settled down” to me means a straight line in an upward trend on an ongoing basis.  Bbut markets don’t behave like that.  They are constantly moving up and down, […]

Industry Voice: I’ll think about my pension next year

February 2018

“I’ll think about my pension next year”. It isn’t unusual for clients to make this statement. Often they think they can leave it until they have more money, have paid off the mortgage, built up the business and so on. That strategy used to work. However, the reduction in Annual Allowance (AA), removal of year […]

MPs target Auditors as Company Pensions collapse

February 2018

The work and pensions select committee wants the government to tighten the net around auditors and their role in company pensions collapses in its upcoming paper on defined benefit (DB) schemes. Labour MP Frank Field told FTAdviser that the document, expected to be published in the spring, should have a look on “what is the duty […]

Stock Prices Slide as Market Volatility Returns

February 2018

One of our favoured Investment houses, SEI, has commented on the current position of the Stock Market’s volatility.  The extended period of calm for equity markets in recent years has come to a halt, pulling global markets lower. While declines can be disconcerting, they are a normal development in the course of market movements.  The […]

Ethical Investing – Now a Main Stream Investment Strategy?

February 2018

 Twenty years ago, ethical investing was seen very much as a pure values-based, exclusionary investment process. Over time, this has developed into sustainability and engagement and now there are more funds focusing on companies which make a positive impact on their environment. According to one IFA, “There is a pervading view that values-led investing is […]