Category: Risk
-
Don’t request pension transfer values before speaking to a financial adviser.
A number of cautionary notes have been flagged up in the Technical Press warning members of Defined Benefit Pension Schemes (Final Salary Schemes) not to request pension transfer values before speaking to a financial adviser. Members of Schemes are being warned that there is a risk that individuals “get blindsided by a big number” when they get…
-
Risk! – One Size Does Not Fit All. What’s Your Attitude to Risk?
When building an Investment portfolio for clients, their Attitude to Risk will always be a central concern. Asset selection should be determined as much by how much someone is prepared to lose as how much they are looking to gain. With that in mind, Risk targeting should be at the heart of any investment model. …