How green is your pension? The consequences of inaction on climate change are now impossible to ignore. Every company has an impact on the world around us. And by investing … Read More
Equities Ignore Bonds
Bonds rather than equities were the centre of attention last week. 10-year US Treasury yields jumped 0.35% to 2.50%, while 10-year UK gilt yields increased 0.20% to 1.67%. Yields have … Read More
Planning for the road ahead
Gen Z’s caring nature supporting both themselves and loved ones Younger generations deserve much more credit for planning ahead and beginning to think about retirement when it will still feel … Read More
A Leap of Faith
Equities staged a strong bounce last week with global markets posting a gain of 5.6% in local currency terms. Strikingly, they are now up some 3% since Russia invaded Ukraine … Read More
New vision for older workers needed: retain, retrain, recruit
Age discrimination impacts job prospects of three million over-50s A total of 2.99 million recent job seekers over 50 (52%) believe their age has made employers less likely to hire … Read More
What do your retirement plans look like?
Pandemic sparks a surge in over-50s seeking professional financial advice The coronavirus (COVID-19) pandemic has sparked a surge in people over 50 seeking professional financial advice[1]. For many, a sudden … Read More
International Women’s Day, Interview with Rebecca Mattingley
How did you get started in Financial Services? When I left University, I went into marketing and found that it wasn’t for me. I fell into financial services, through temping … Read More
Oil Moves Centre Stage
Markets continue to be dominated by the terrible events unfolding in Ukraine. Global equities last week lost 1.5% in sterling terms with a wide dispersion in performance between markets. European … Read More
Post-lockdown boost to financial wellbeing fades
Continuing impact on people’s physical health and financial wellbeing The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our lives. It is not just … Read More
A Heartless Market
Markets were dominated last week by the full-blown Russian invasion of the Ukraine. Following initial declines of 3-4%, the major markets subsequently rebounded and regained the bulk of their losses on … Read More