Category Archives: Uncategorized

Tackling pension scams head on

With pension scam losses totalling millions each year, the Financial Conduct Authority (FCA) has reaffirmed its commitment to tackling scams in order to ensure the long-term health of the pensions market. In a speech to delegates at the Pensions and … Continue reading

Protect your retirement from the risk of mental decline

Retirement – that magical time when we can finally live our lifelong dreams. Increased life expectancy means that many of us can now expect a longer retirement, but this comes at a cost: the increasing prevalence of age-related cognitive decline, … Continue reading

Investor income boosted by ‘special dividends’

UK dividends climbed to £34.9bn in Q3 2021, an 89% year-on-year rise, according to the latest UK Dividend Monitor5. Sizeable one-off special dividends were partially responsible for the increase, a trend expected to be evident in Q4 too; however, the … Continue reading

Climate disclosures – high on corporate agendas in 2022

To protect investors from greenwashing, the IMF is urging regulators to do more to prevent financial companies from making misleading claims concerning their environmental credentials – ‘Proper regulatory oversight and verification mechanisms are essential to avoid greenwashing.’ Achieving the scale … Continue reading

Great expectations for the year ahead

Given the challenges of the past two years we could be forgiven for focusing on life’s trials and tribulations as a new year dawns. However, while concerns about supply chain disruption, new COVID variants and rising inflation may be disconcerting … Continue reading

Balancing money and mindset to become a financial wellbeing ‘all-rounder’

A new study4 has found that people with a financial adviser are over four times more likely to display high levels of financial wellbeing than those who have never received financial advice. Financial wellbeing relates to the control people have … Continue reading

COP26 – working together to tackle the climate crisis

The United Nation’s 26th Conference of the Parties – COP26 – is recognised as the most important climate change event since the 2015 Paris Agreement. Due to be held this November in Glasgow, the summit will bring together world leaders … Continue reading

Sudden Wealth Syndrome: dealing with a financial windfall

If you received a large windfall suddenly or unexpectedly, you’d likely expect to feel happy and excited for the opportunities it presents. Whether you’re a successful entrepreneur, perhaps selling your business or inheriting, sudden wealth can feel overwhelming. Far from … Continue reading

‘Noise’ blocking – good for your portfolio

It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’, which can add to your anxiety about how your investments are doing and uncertainty as to whether your investment strategy is on the right course. … Continue reading

Rising inheritances and deficit may hasten IHT change

In 2018, Chancellor Philip Hammond asked the Office of Tax Simplification to review Inheritance Tax5. However, subsequent events have meant that the tax regime for transfers of wealth between generations has not been revised, though Mr Hammond’s next-but-one successor Rishi … Continue reading

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