5 things to keep in mind when you review your investments in 2020
2019 was a year marked by uncertainty and volatility in the investment markets. So, when it comes to reviewing your portfolio’s performance, it’s important to keep some things in mind. There were numerous factors influencing…
How will your State Pension change in 2020/21?
If you’re claiming the State Pension, the good news is that it’ll increase in the new tax year. It could mean you have some extra money to spend on luxuries or that you can reduce…
6 things the mini-bond scandal can teach investors
Thousands of investors have been sucked into putting their money into unsuitable mini-bond products following extensive advertising, particularly on social media. The Financial Conduct Authority (FCA) has now clamped down on the marketing of such…
Professional standards: We’ve achieved BS 8577 again – and gone even further!
Last year we were delighted to reveal that we’d achieved British Standard (BS) 8577 accreditation for our commitment to delivering exceptional service to our clients. Now, we’re thrilled to have secured the award again, plus…
7 signs you’re being approached by pension scammers
We all like to think that we could spot a scam. But scammers are often sophisticated and it’s easier than you think to fall for their claims. The Financial Conduct Authority (FCA) has recently highlighted…
8 tips for sticking to your New Year resolutions in 2020
It’s that time of the year when we start thinking about improvements we can make to our life. However, whilst many people set a New Year’s resolution, few are celebrating reaching their goal in 12…
