Blog

Using Multi-Asset Funds in Client Portfolios

March 2018

If the recent volatility in stockmarkets has demonstrated anything, it is that holding a diversified portfolio of investments rather than relying on any one asset class for returns is usually a wise approach.   So says the Investment Association. It is no wonder the popularity of multi-asset funds is soaring, they say, with trade body, the Investment […]

INVESTMENTS! – Active versus Passive or Active and Passive.

March 2018

Some Advisers have debated long and hard whether Active or Passive Investing is better in the long term. In more recent years, the passive advocates’ voices have been heard loud and clear but this of course misses the point that there remains a number of hugely talented fund managers who have managed to beat the […]

Claire Trott: Public still has it wrong on pensions versus property

March 2018

Latest statistics show personal pensions, in particular, get a bad rap The recently published preliminary estimates from the Office for National Statistics’ Wealth and Assets Survey make for interesting reading with regards to how people view pension savings and how safe they are. This survey has been run numerous times in recent years and it […]

Pension cold-calling ban to be in place ‘by June’

March 2018

A ban on pension cold-calling will be put into law by June this year after the government introduced amendments to the Financial Guidance and Claims Bill. The Bill, due to reach the House of Commons report stage on Monday 12 March, now includes a cold-calling ban and pension guidance provision. The Work and Pensions Committeesaid […]