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August Market Commentary
Overview With the global economy in such a fragile state, one would think that politicians would be working together to find solutions. In the US, it seems that the politicians have been more concerned about getting…
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Tips to boost your pension pot
Retirement is not what it used to be – the days of a comfortable old age cushioned by a clear-cut pension income are now the stuff of dreams for many of us. Changes in the law…
Read moreMatthew Walne Blog: Consumer Focus report on Pensions
You may have read all the recent press regarding the Consumer Focus investigation into pensions switching and advice in the individual personal pensions market found serious problems. The main concern was around the additional higher charges that some…
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Ten ways to cut Inheritance Tax liability
As a starting point, every individual is entitled to a nil rate band, under which no inheritance tax is payable. For the current tax year, the nil rate band is £325,000. Any inheritable assets over that threshold figure…
Read moreRetirement income worries and lump sum regrets
According to research by the Prudential exploring the retirement reality for pensioners in 2011, findings reveal that the majority took a tax-free lump sum from their pension fund when they retired. The research also found that more than…
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Retail distribution review explained
The Financial Services Authority (FSA) is working with firms, advisers, consumer groups and industry experts to improve investment advice. Through a process known as the Retail Distribution Review (RDR), the FSA is modernising the way recommendations about investment products such…
Read moreSchool fees: planning is vital
According to a survey undertaken by the Independent Schools Council in 2010, average fees at an independent day school are now £3,571 per term. If you opt to send your child to a school which also offers boarding those fees…
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July Market Commentary
Overview The arrival of summer is sadly doing little to brighten the dark clouds and changeable economic forecasts ahead. There is still value to be found in some areas of the markets but this is getting harder for many fund…
Read moreSaving for a baby – surely not!
Saving for your child’s future can be one way of giving them financial freedom in later life and that’s why it’s advisable to start considering all the investment options early on. One option is to look…
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The five principals
The recent Financial Services Authority (FSA) review of the suitability of client portfolios with wealth management industry firms, reminds us of the FSA requirements for the fair and effective treatment of clients within the industry. Recent communication from the FSA…
Read moreWhat is life planning?
What is Life Planning? The Kinder Institute trains and coaches financial advisers worldwide in a method we call financial Life Planning. This method is based on the premise that advisers should first discover a client’s most essential goals in life before…
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Savers losing thousands of pounds in hidden investment charges
Savers are unwittingly losing thousands of pounds because hidden charges undermine their investments, one of Britain’s biggest financial companies has admitted. Fidelity International has become the first big City institution to say publicly that investors should be warned about a…
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