This is the second part of the blog about Pension Scams and what you can do to avoid them. Pension Scams- what you can do to avoid them (Part 1) …
What are ‘Packaged Retail Investment and Insurance-Based Products – PRIIPs’
Packaged Retail Investment and Insurance-Based Products – PRIIPs Packaged retail investment and insurance-based products (PRIIPs) is a broad category of financial assets that are regularly provided to consumers in the …
Shell Pension Scheme
The Shell Pension Scheme, the non-UK scheme being the Shell Overseas Contributory Pension Fund, seems to have become a target for pension scammers and poor advice. We outline some simple …
Will this bull market ever end?
Bull market(s) – when should you be considering doing the opposite of everyone else? For those clients who need reminding of a bull market and bear market, and what they …
Pension Scams- what you can do to avoid them (Part 1)
Pension scams have been rife since the implementation of A Day. They are so sophisticated now that their marketing and paperwork can appear legitimate to all those other than a …
National Savings and Investments (NS&I)
National Savings and Investments (NS&I) are rarely mentioned in the press or investment articles and blogs but they really ought to form part of the foundations for savers in the …
Budget 2017
There was considerable discussion about how the British Chancellor Philip Hammond would approach the annual UK Budget 2017. Among many predictions, personal financial commentators focused on possible restrictions on the …
How do interest rates affect equities?
This is for those interested in investments and how interest rates affect equities. The “talk of the town” in mid-late 2017 has been the potential for interest rate rises in …
UAE – SIPPs and QROPS
UAE – SIPPs and QROPS has become a key search term on websites and we thought we would look into this in more detail. We undertook a little bit of …
Spanish lawyer pursues life insurance bond providers
After the collapse of one of Europe’s biggest pension transfer facilitators, Continental Wealth Management (CWN), an Alicante-based advisory firm who reportedly operated through German-based Trafalgar international, Spanish lawyers have advised …