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As part of the ongoing service to our clients, our Investment Management team provide their insight into matters affecting the markets through a Weekly Market Summary email. We also provide informative updates on other key events such as elections and the Budget.
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Latest News
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Contingent charging for DB pension transfers banned from 1st October.
The ban on contingent charging for defined benefit (DB) pension transfers, where financial advisers only get paid if a transfer goes ahead, takes effect from 1 October 2020.
22nd September 2020
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How to make the most of your redundancy pay.
The Government’s Coronavirus Job Retention Scheme ends on 31 October 2020 in which a third of the UK workforce were furloughed.
21st September 2020
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Top five things to think about before withdrawing from your pension.
With many household incomes under pressure following the impact of coronavirus, it may be tempting for those aged over 55 to consider withdrawing from their pension early.
24th August 2020
Market Updates
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Market Update – 23rd September 2020.
The end of our summer unfortunately coincided with a sharp fall in global equity markets.
23rd September 2020
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Market Update – 16th September 2020.
Global equity markets have got off to a reasonable start this week, helped by news that AstraZeneca had resumed UK clinical trials of its coronavirus vaccine
16th September 2020
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Market Update – 10th September 2020.
There has been a universal picture of doom and gloom across the media so far this week, thanks to UK/EU political posturing over Brexit; concerns over the end of the government’s Job Retention (furlough) Scheme; the resurgence in coronavirus cases (and associated localised restrictions); and continued weakness in US equity markets.
10th September 2020