Topic: Investment

Allow your lifestyle to dictate your investment approach

To make the most of your investment opportunities, allow your lifestyle and not stock market fluctuations to dictate your investment approach. Your goals are what count, so keep them firmly in mind when you make financial decisions.  (more…)

Are investors failing to think long-term about their futures?

Boosting retirement saving is the key goal for investors in 2014, yet despite this long-term objective, almost three fifths (61%) of those surveyed say they are looking for satisfactory investment returns within just five years, with just 5% taking a longer-term view of ten years or more. (more…)

More than twice as many men choose the highest possible risk option to boost their savings compared to women

Findings recently published in the Zurich Wealth Risk Report show that more than twice as many men choose the highest possible risk option to boost their savings compared to women (13% vs 6%)[1]. (more…)

Higher returns generally come with higher risk

It seems incredible that the Bank of England base rate has stood at 0.5% since March 2009. It’s made unhappy headlines for savers looking to generate income over the previous five years. (more…)

A tax-efficient way to help you minimise the tax you pay

No one knew back in 1999 how popular Individual Savings Accounts (ISAs) would become but with £443 billion[1] now held in ISAs, they’ve established themselves as a core option for saving and investing in a tax-efficient way to help minimise the tax you pay on the proceeds. (more…)