Latest News The latest news and views covering the Teachers Pensions, the Teachers AVC and general Financial Planning news. Page 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
The Budget – March 2024 07/03/2024 Ged O'Neil Bell Jeremy Hunt delivered his much-awaited budget on 6th March. Given the upcoming election and challenging public opinion, the government has recently been under significant political pressure to assuage[...] Tagged in Autumn Statement, Budget, Financial Updates Read more Market Review – February 2024 04/03/2024 Ged O'Neil Bell Global markets have continued to rally this month, with strong returns seen in the US and Europe in particular. Markets are still dominated by a small number of companies – the Magnificent Seven i[...] Tagged in Market Updates Read more Market Review – January 2024 06/02/2024 Ged O'Neil Bell Following the rallies towards the end of 2023, most global markets have taken a slight downturn this month as festive optimism wears off. The US has bucked the trend, driven by a small handful of [...] Tagged in Market Updates Read more The Abolition of the Lifetime Allowance in 2024: A Short Guide 05/02/2024 Gemma Trantum In the Spring Budget of 2023, it was announced that the Lifetime Allowance (LTA) would be abolished. This would remove one of the barriers to building up large pension pots, and in particular, w[...] Tagged in Pension Read more The Gender Insurance Gap 05/02/2024 Gemma Trantum A recent report by The Exeter discovered that only 11% of women either have, or are applying for income protection cover in 2023. Men are also under-insured in this area, with around 16% holding[...] Tagged in Insurance, Protection Read more How to Avoid These 4 Common Investor Traps 05/02/2024 Gemma Trantum Everybody hopes to generate a solid return on their money when they invest. But many investors end up losing money, whether this is due to the type of investment they choose or the decisions the[...] Tagged in Investments Read more How Can I Give My Child a Good ‘Financial Start’ in Life? 16/01/2024 Gemma Trantum A recent study by the Resolution Foundation has shown that Millennials in the UK are generally worse off financially, and have a lower standard of living than previous generations. Given the cos[...] Tagged in Junior ISAs, Pension Read more 5 Crucial Tips When Remortgaging 12/01/2024 Gemma Trantum You might be very happy with your house, but are you happy with your mortgage? Perhaps you have a good deal, or maybe you are paying more than you need to. Remortgaging is the process of comi[...] Tagged in Mortgages Read more 4 Ways to Strengthen Your Investment Portfolio 12/01/2024 Gemma Trantum The market is challenging at the moment and world events are adding to the uncertainty. As an investor, you may be considering ways to strengthen and protect your investment portfolio. When y[...] Tagged in Investments Read more Market Review – December 2023 04/01/2024 Ged O'Neil Bell As 2023 draws to a close, markets are showing continued signs of optimism and growth. Inflation is almost at a manageable level and discussions around interest rates are now focused on when rates [...] Tagged in Market Updates Read more The 7 Year Rule for Inheritance Tax 18/12/2023 Gemma Trantum Inheritance tax (IHT) rates and thresholds have been frozen for more than a decade, with no sign of this changing until at least 2028. Rising house prices and investment growth mean that even families[...] Tagged in Inheritance Tax, Tax Read more Guide To Individual Savings Accounts (ISAs) 18/12/2023 Gemma Trantum An ISA is a highly flexible, tax-efficient wrapper which allows you to save or invest for the future. Along with pension planning, protection, and making sure you have an emergency fund, ISAs are one [...] Tagged in Investments Read more Market Review – November 2023 04/12/2023 Ged O'Neil Bell Global markets have rallied this month following October’s downturn. This follows steady progress in returning inflation to more normal levels, and suggests that there may be no need to increase[...] Tagged in Market Updates Read more Why is Diversification Important? 01/12/2023 Gemma Trantum Diversification is a frequently used term in the investment world, but what does it mean, how do we implement it, and why is it important? In this guide, we explore what diversification means, and [...] Tagged in Investments Read more Deferring the State Pension 24/11/2023 Gemma Trantum The State Pension has changed significantly over the years, but is still the most important source of retirement income for many people. The State Pension age has increased in the last few years an[...] Tagged in Pension, Retirement, State Pension Read more Value Investing – A Short Guide 24/11/2023 Ged O'Neil Bell When you buy equities, or shares in a company, these can usually be classified as either value or growth oriented. Sometimes it can be difficult to tell the difference. However, there are a few key c[...] Tagged in Investing, Value Investing Read more Page 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23