07 August 2020
In the spring, a surge was reported in the number of people enquiring about and opening savings accounts, as they sought to secure the best rates, before interest rate cuts fed through to savings rates and to benefit from a secure home for
The COVID-19 pandemic is having a widespread impact on all aspects of our finances, including retirement planning. However, while recent stock market volatility undoubtedly poses a challenge, particularly for those close to retirement, it
27 July 2020
Most of our clients have multi-asset funds of some description. Not everyone will have Aviva funds but we thought it was interesting to share their house view from Guillaume Paillet,
You can watch the video interview with Guillaume here.
I was really interested to see how our communications had been received, since we couldn’t see clients face to face. We have been picking up the phone, using every video app available, sending e-mails and even resorting to the postal
25 June 2020
• Values based investing is our preferred term for what some might call “ethical”, “sustainable” or “socially responsible” investing.
• Vales are personal, so fund managers may differ in opinion as to what constitutes “ethical”
• You can
04 June 2020
Putting off retirement has been a feature of modern life for some time as state retirement age gets pushed back and the prospect of a longer life makes retiring at 60 very expensive.
However according to research by Legal and General it
I keep reading that we will begin a new normal, that everything will change and nothing will ever be the same again. Thanks to the pandemic lockdown we have learned new habits and discovered a different way of living. I’m not sure. I think
02 June 2020
I’m no psychologist, but part of my job when Marketing FMB is to think about what messages will hit home when talking to clients and potential new clients. I’ve just been listening to a webinar by Dr Thomas Mather from the Behavioural
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