News & Blog

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  • 30 March 2021

    Economic update for this April!

    By FMB

    Economic update from Rathbones Fund Managers

    "We believe that inflation will be kept tamped down by strong economic forces, but we don’t have a crystal ball.

    The reopening surge could be explosive indeed. Take the UK: something like 90% of all self-catered holiday accommodation in the UK has been booked out for this summer. And that’s before we know whether anyone will

  • 05 March 2021

    Budget 2021

    By FMB

    With the focus on kickstarting the economy, perhaps some of the tax rises we might have anticipated have been postponed for better times. However, there are still some less obvious ways the budget is set to bring in revenue.

    Tax allowance freezes

    Some of the tax allowances and thresholds will not move for years, meaning more and people are captured by them. This means

  • We are extremely proud to join the PFS' Financial Vulnerability Taskforce, an initiative created to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability. We are committed to the Charter which is embedded into our working practices to ensure that we recognise and respond to those in vulnerable

  • From 1 February 2021, pension companies must offer ‘investment pathways’ to customers who don’t have a financial adviser acting on their behalf. This is an attempt by the financial regulator to make it easier for those approaching retirement to do the right thing.

    Why is this necessary?

    Since 2015 and the introduction of “Pensions Freedoms” consumers have a lot more

  • 29 January 2021

    FMB in the news!

    By FMB

    If you enjoy our newsletter you may have seen this week we were hosting an event for clients. You may have even attended!

    Our Virtual tour of Kirkby Lonsdale with Blue Badge Guide, Tess Pike was one of the most successful events we have done, perhaps thanks to the wonderful news coverage  featured both on Granada Reports and Border Lookaround.

    We had almost 100 people

  • 22 January 2021

    Interest rates are not what they used to be

    By Roger Jackson

    How many times do we hear, “Interest rates are rubbish”, “They’re not what they used to be”?

    Yes, it’s true. The Bank of England have interest rates at their lowest ever level since records began. However, we really must keep this in context.

    The devil in disguise is inflation. Interest rates must be looked at in conjunction with inflation. Afterall, growth which is

  • 13 January 2021

    Self-employed? Be pension proud

    By FMB

    Last year was challenging, with job losses and pay cuts causing many to tighten their budgets. It was particularly difficult for the self-employed, with many freelancers losing income as companies cut costs and stopped using contractors. Despite government grants being available, many self-employed workers have found they are not eligible.

    Almost five million people in

  • More than ever, UK savers are struggling to prioritise their pension, with over half saying they are likely to review or reduce their pension contributions in the wake of the pandemic*.

    It’s true that it can be easy to think of pension contributions as a drain on your resources. And yet, despite travel restrictions, Britons were still expected to spend £46.8bn on

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