Monthly Archives: January 2017

Forgotten pensions

Posted on January 5, 2017 by - Uncategorized

Out of sight, out of mind

The extent to which pension policies are being forgotten has been revealed in research from Aviva.
A survey of almost ten thousand people who hold a pension has revealed that just under one in eight (13%) admitted they have at least one pension that they had forgotten about[1]. This is equal to more than 2.5 million pension policies currently sitting in the back of people’s minds[2]. (more…)

Portfolio protection

Posted on January 5, 2017 by - Uncategorized

Are we seeing the return of inflation?

It has been easy to grow complacent about inflation in recent years. The rate of inflation has remained stubbornly low, but could inflation be finally returning to Western economies, aided by the ‘Trumpflation effect’? (more…)

Sustainable investing

Posted on January 5, 2017 by - Uncategorized

Strategies to meet some of the most pressing global challenges ahead

Sustainable investing has gathered momentum across the world in the past decade as investors look for financial returns while helping to achieve a positive impact on the world around them. (more…)

Assessing current and forecasted wealth

Posted on January 5, 2017 by - Uncategorized

Making the most of your money to achieve your financial objectives

To be in a position to navigate the financial aspects of your unique life’s journey, you need to regularly track your progress towards key goals such as paying off your mortgage, buying a second home, building a retirement fund or setting up an Inheritance Tax trust. (more…)