Issue 60 Archives -

Staff matters – December 2021 It is with great sadness we announce that one of our ‘Founding Fathers’ Malcolm Penney died recently, he was...

Staff matters – October 2021 As it is our 50th Anniversary on 27 October 2021, I thought I would detail the three major events that have...

Gareth Says – Discretionary Funds Information I get a lot of questions regarding how our discretionary funds operate, so I thought an...

Adam’s Technical – Budget The key points to come out of Wednesday’s Autumn Budget...

Has Covid changed retirement planning? The best-laid plans often go wrong and few things in life are planned as carefully or for so long as...

Adam’s Technical – Age 75 The age of 75 is an important one for pensions as it has been for many years and this looks unlikely to...

Gareth Says – COVID PERFORMANCE I thought it worthwhile to compare the performance of some funds from before the Covid crisis struck...