Month: June 2014

The information contained within, including references to taxation, legislation, regulation, or any other issues or concerns may no longer apply. This information is pre-published.

June Market Commentary

Some months we sit down to write this report and think to ourselves, ‘Not much happened really…’ And then you get a month like the one that’s just finished where pretty much everything happened! Elections were held across Europe – and the big story was the rise and rise of the extremist parties, with UKIP […]

ISAs: now much NISA

Virtually all the headlines surrounding George Osborne’s recent Budget were about the changes to the pensions rules. Rightly described as the biggest changes to pensions legislation for a hundred years, they will have far-reaching implications for the financial planning of many of our clients. With all the attention devoted to pensions, it was easy to […]

The Savings and Income Protection picture across the UK: worrying statistics emerge

The average UK household overall is 26 days from the breadline, but this reduces to just 11 days for those of working age (18-64 years old). People estimate their savings will last them 72 days – almost three times the actual deadline to exhausting reserve funds. Wales and the North East have the shortest deadlines […]

Retirees’ incomes squeezed to support their families

Two in five (39%) people planning on retiring this year provide financial support to their families or other dependants, according to new research by Prudential. The research into the ‘Class of 2014’ is Prudential’s seventh annual study tracking the future plans and aspirations of people who plan to retire in the next year. It reveals that […]