Monthly Archives: July 2014

Pension wealth check

Posted on July 3, 2014 by - News, Retirement

10 ideas served up to help you maximise your pension provision

It’s important to review your pension planning regularly to make sure it still meets your specific requirements. Over time, your circumstances may have changed, so we have provided ten areas that, if appropriate to your particular situation, should be reviewed. (more…)

Demystifying quantitative easing

Posted on July 3, 2014 by - Investment, News

Reviving consumer spending and economic growth

Since the global financial crisis, both the Bank of England and the US Federal Reserve have used the policy of quantitative easing (QE) to try to revive consumer spending and economic growth. (more…)

A NISA home for your investments

Posted on July 3, 2014 by - Investment, News

Providing you with increased simplicity and
greater flexibility

Individual Savings Accounts (ISAs) have been around since 1999, providing a tax-efficient wrapper for savings and investments. However, in the recent Budget, the Chancellor, George Osborne, promised to increase the simplicity and flexibility of ISAs. As of 1 July 2014, there is now a single ISA which has been named the new ISA, or ‘NISA’, which provides a bigger tax break than ever before and more flexibility about how it can be used. (more…)

Asset Allocation

Posted on July 3, 2014 by - Investment, News

Achieving the right balance of cash, fixed income and equities

How you choose to allocate your wealth between different asset classes will be one of the most important investment decisions you ever make. Asset allocation can account for the majority of your portfolio returns over the long term, so it’s essential that you achieve the right balance of cash, fixed income and equities in your portfolio. (more…)