Blog

Our Blogs

Browse our blog posts below.

Do you have a 
long-term 
investment 
strategy?

Keep focused on your end goals and don’t let market noise sway you The complexity of today’s economic and global...
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Offshore investments

 Utilising tax deferral benefits For the appropriate investor looking to achieve capital security, growth or income, there are a number...
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Locating a lost pension

Tracing service may provide the help you need! If you think you may have an old pension but are not...
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Flexible retirement planning

Isn’t it time to tailor your pension to suit your own personal requirements? More investors are now able to take...
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Investment focus

Active and passive investing Collective investment schemes can be actively or passively managed. Moreover, both investment strategies can be complementary...
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New offshore horizons

Take your money when it suits you Finding the right offshore investments can be a key factor in making the most of your wealth, and it’s...
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Pocket money pensioners

Almost two million retirees have less disposable income than an  11-year-old child “Look after the pennies and the pounds look after themselves” is an age-old saying dispensed to children as...
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Why pensioners are downsizing to make life easier

One in four retired homeowners hope to raise £62,000 by moving into a smaller home Nearly three quarters (73 per...
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Surviving investment volatility

Resisting the temptation to make short-term adjustments Some investors may have had a roller-coaster ride in recent years. A market fall can happen at any time....
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Pensioner household expenditure

Housing and fuel costs are the largest single expense T he figures show that household costs fluctuate over time, with annual costs peaking at £45,000 when the head...
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We can’t control fate but we can control our finances

Leaving your property and possessions to your loved ones There are compelling financial and emotional reasons for making a will....
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Band of gold

Are you benefiting financially from your marital status? Tying the knot does bring financial advantages. Tax and pensions are probably the least romantic reasons for getting married, but...
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Real help when you need it most

A very difficult time for your health and your wealth The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. But...
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Greater flexibility for pension savers

New individual protection rules introduced New rules announced by HM Revenue & Customs provide people with large pension savings the flexibility to continue to...
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Building new Untouched pension savings

An opportunity to potentially improve tax-efficiency rawdown is the main alternative to a secure annuity income. It is more flexible than an annuity but is...
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Roads to wealth

Financial challenges facing Britain’s young adults Skandia’s study about the roads to wealth for Britain’s youth highlights the financial challenges many young adults experience as...
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What would you do if you lost your job tomorrow?

What would you do if you lost your job tomorrow? 30 per cent of working adults think they would be able...
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Gender neutrality changes

Women retirees could boost pension income by 67 per cent The combination of the recent rise in gilt yields, positive market performance, gender neutrality changes, and the 20 per...
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Smoothing out your portfolio’s returns

Increasing the long-term value of your investments In the light of recent market volatility, it’s perhaps natural to be looking...
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Time to aim for higher returns

When it comes to taking investment risk to secure a higher return, those aged 55 and over are most likely...
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