Articles

Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.

Market Review – April 2023

We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.

75% of savers don’t know the value of their pension

Following new research carried out by Standard Life, we share key insights and actions you can take to improve your financial position.

Market Review – March 2023

We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more.

Voluntary National Insurance contributions – deadline extended

We take a look at the impact on your State Pension and whether you should consider topping it up before the deadline.

Keeping your money safe

In this article we explain the protection provided to customers of UK financial services firms through the Financial Services Compensation Scheme.

Significant changes to pension taxation

It’s not that often pensions make headline news. However, in last month’s Budget announcement the Chancellor Jeremy Hunt unveiled significant changes that impact higher earners

Market Volatility Update: Volatility in the Financial Sector

Introduction There has been significant market volatility in recent days, with sentiment hit by the collapse in the US of Silicon Valley Bank (SVB) following

Market Review – February 2023

Introduction There was mixed performance from global equity markets in February, with UK and European indices finishing the month with gains, supported by improving company

Market Review – January 2023

We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more. The monthly

Are annuities making a comeback?

With annuity rates on the increase, we look at whether they are making a comeback and how it can play a valuable role for many

How can you keep you tax bill low ahead of tax year end?

With inflation and living costs continuing to rise, we look at some important tax-saving opportunities before the end of the tax year on 5 April.

Market Review – December 2022

We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more. The monthly

Defined benefits aren’t the only way to guarantee income

It is fair to say that the gilt market has been more volatile than usual over the course of 2022. At the start of January

Time to look again at annuities

In this article we analyse why annuities have become a more attractive option when it comes to planning your retirement income.

Market Review – November 2022

We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more. The monthly
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