Mark Soper ACII looks at the potential fallout from the war being waged upon the people of Ukraine as well as the other pressures upon the financial markets. The Russian invasion of Ukraine continues to dominate the news today, with cameras capturing the horror that its proud and independent people are experiencing, and the news […]

Are your old pension pots doing as well as they could? Do they still reflect your attitude to risk? Experts from the Institute for Fiscal Studies are offering their advice on how you can make sure they are still fit for purpose. New research shows that many people are holding their money in old DC […]

How are you responding to the recent spike in inflation? Anxious? Thinking about changing your holdings? Or are you more relaxed, believing that this is just a short-term blip which will even itself out…? Your response, according to new research, may well depend upon your age, your gender, how far you are from retirement and […]

Just how well have your investments fared recently; and, just as pertinently, how much are you paying for the privilege? Twice a year, online investment company BestInvest names and shames what it colourfully calls “dog funds” which, in its own words, are “the bad mutts of the fund management industry”. To make the list, a […]

How many more years will YOU need to work to receive the State Pension? Two recent pieces of research show that the effects of increasing the age at which you can receive it are being felt unequally depending on your financial situation and gender; and – critically ­– that plans to further increase the age […]

There has been a lot of talk in the financial pages over the last few weeks over the Lifetime Allowance (LTA), complete with dire warnings for those who might be in danger of exceeding it because of an upsurge in the values of some investments over the last year. For those not well versed in […]

A further 1.2 million of us will find our earnings going over the 40% tax threshold as a result of the government’s decision to freeze the higher rate tax threshold, according to figures recently released from the House of Common Library. Not only that, but those currently in receipt of child benefits could also find themselves losing out […]

New ONS report provides a “state of the nation” analysis of where our wealth is tied up… showing some big variations depending upon where people live and their age as well as identifying some major shifts in recent years. New figures from the ONS in their “Wealth and Assets Survey” reveal that more wealth is now […]

New research from Hargreaves Lansdown has found that more than a quarter (26 per cent) of people do not know how much they and their employer are contributing to their pension. Knowing exactly how much is going in is vital in order to understand what your final pension might be in retirement – and whether […]

A new year is upon us, writes Tony Watts OBE. What will YOU be doing to ensure your retirement plans are on track? Here are five things to consider…         1)  Track down any lost pensions An estimated £19.4 billion is currently lying in pension pots… unclaimed by their rightful owners. That’s […]