14 September 2020
A bit like the word "love" or "nice", the word "risk" can be rather meaningless without any context.
We talk about risk with clients, probably at every meeting and I hope we explain it well, but it's always worth a reminder. Also, it
18 August 2020
In addition to organising your finances to ensure your assets are protected for your loved ones on your death, estate planning also encompasses ensuring you have enough money to live on; it is a tenuous balance for many. A good starting
11 August 2020
Recent data* on flexible payments from pensions shows that in Q1 2020, almost £2.5bn was withdrawn from pensions – a 19% increase on Q1 2019 withdrawals, and the highest recorded Q1 of any year since pensions freedoms began. Although the
If it sounds too good to be true, it probably is...
UK fraud prevention groups are warning individuals to be extra vigilant following a huge increase in the number of scams seeking to exploit the pandemic; as these scams increase in
Investors will understandably be pondering their portfolios as economic challenges endure. You may have heard the age-old investment dictum – time in the market, not timing the market. If so, recent research* has explored the concept, with
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.
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