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Recent Articles

Women Against State Pension Inequality lose appeal

In September, two women who represented the interests of Women Against State Pension Inequality (Waspi) lost a crucial court of appeal challenge. The court ruled that increasing the age at…

The changing face of financial advice

This article discusses how financial advisers across the nation have adapted to continue to deliver a valuable service at a period of upheaval which hasn’t been seen since the Second…

Minimum age for pensions freedoms rises to 57

The government has confirmed that the minimum age for drawing a personal pension is to rise to 57 in 2028. Savers who pay into a personal pension either directly or…

August Market Commentary

Introduction  If there was one word that characterised July, it was tension. Tension between Beijing and Hong Kong, tension between China and the US, and tension between China and the…

Where does the value lie in the client/adviser relationship?

There are many ways that value is expressed in the relationship between a financial planner and a client; the most obvious being the way that an adviser can guide a…

The world is in recession. Why is the stock market reaching ever higher?

Current World Bank forecasts indicate that the Covid19 recession will be the deepest since WWII and the Treasury’s forecaster has suggested that it could take until the end of 2022…