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Make the most of retirement planning tax benefits

Use the remaining weeks to the end of February to review contributions to retirement investments and tax-free savings accounts.

Why a fund of funds offerings makes sense

Apart from significant diversification benefits funds of funds investment options offer a particular advantage for investors seeking tax efficiency.

Outrageous predictions for 2018

A look at Saxo Bank’s annual list.

Bitcoin: what it is and why you should be cautious

How to view it within your overall portfolio, as an investment opportunity.

Choices choices … living annuity or conventional life annuity?

In a lot of cases it would be most beneficial to have a combination of the two.

Great books to read in the Christmas break

Staff members, fund managers and clients share their current reads…

Avoid a financial hangover in 2018

A few helpful tips to plan and keep track of your spending.

A case for the guaranteed life annuity

The importance of understanding what you’re committing to when choosing between a living annuity and a guaranteed life annuity.

First job? How to sweat your best asset

Tips to three hypothetical new employees.

Is a QROPS still a viable choice for your UK pension?

The benefits to using a regulated/registered pension structure.

Graduating? First job? Tips on how to allocate your first salary

If you’re about to earn your first salary, how should you go about dividing your income between life insurance, disability and income protection insurance, investments and retirement savings?

Heading towards too much time, with too little money

About 94% of individuals are unable to retire independently and maintain their living standard straight after retirement.

Should I interrogate my financial advisor? Absolutely

Take your time and do your due diligence to ensure you’re getting the value you deserve from your advisor.

Stretching your pension investments

If you’re 65 and retired your priority is to make your money last for at least the rest of your life. If possible, the capital should grow at a rate higher than inflation, without taking undue risk.

To kill a bond or not?

If you can get an investment return higher than the interest rate on your bond, then you should allocate any additional cash you have to investments.

Make the most of retirement planning tax benefits

Use the remaining weeks to the end of February to review contributions to retirement investments and tax-free savings accounts.

Why a fund of funds offerings makes sense

Apart from significant diversification benefits funds of funds investment options offer a particular advantage for investors seeking tax efficiency.

Outrageous predictions for 2018

A look at Saxo Bank's annual list.

Bitcoin: what it is and why you should be cautious

How to view it within your overall portfolio, as an investment opportunity.

Choices choices … living annuity or conventional life annuity?

In a lot of cases it would be most beneficial to have a combination of the two.

Great books to read in the Christmas break

Staff members, fund managers and clients share their current reads...
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