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September Market Commentary
At the end of July, President Obama and the US Senate were arguing over the debt crisis. But no sooner had a fragile truce been brokered than Hurricane Irene swept along the Eastern seaboard. Obama might well have…
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How likely are you to live to 100?
New findings have revealed that 20-year-olds are three times more likely to live to be 100 than those of their grandparents age (80), and almost twice as likely as their parents generation (50-year-olds). Advancements in medicine, as well as improvements…
Read moreStock Market Volatility – it’s not all bad news
To say that the stock market has been volatile lately is an understatement. The “footsie” as it’s commonly known started life in January 1984 with a base level of 1,000 and peaked at an all time high of 6,950 on…
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Consumer information from the Financial Services Authority (FSA)
This is worthwhile taking a look at http://www.fsa.gov.uk/pages/consumerinformation/index.shtml There is useful information for consumers on various subjects relating to the regulation of banks and building societies, mortgage and insurance brokers and financial advisers. There is also information on various scams that…
Read moreWhat does pension auto-enrolment mean for you?
At present, many workers fail to take up valuable pension benefits because they do not make an application to join their employer’s scheme. From 1 October 2012 (subject to an employer’s own introduction date), all eligible workers will…
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Bleak Old Age or Golden Future?
A recent report by the Workplace Retirement Income Commission, written by former Treasury Select Committee Chairman Lord McFall, has warned that the ‘golden generation’ of retirement schemes has come to an end. Workers retiring after 2020 should expect a ‘bleak…
Read moreThe Importance of an Exit Strategy
Many owner-managers put in a lifetime of hard work building their business only to throw away some of the rewards by failing to consider properly how they will exit from the business. It’s sensible to put an exit strategy in your business plan and review…
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What’s your number?
There comes a point in your life when your health and physical condition means you can no longer do all the things you want to do in your life. Are you still working? FACT – You can have more fun…
Read moreCapital Gains Tax – An Overview
Capital Gains Tax is a tax on the profit or gain you make when you sell, give away, exchange or otherwise dispose of all or part of a business asset, owned by yourself or by your business partnership. Business assets…
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Matthew Walne, Earns Registered Life Planner® Designation from the Kinder Institute of Life Planning
The Kinder Institute of Life Planning has announced that Matthew Walne, founder of Santorini Financial Planning Ltd, based in Leicestershire, has earned the prestigious Registered Life Planner (“RLP®) designation. Earning this dedication requires a strong commitment to the…
Read moreAugust 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…
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