Welcome to our Spring edition of Personal Wealth Management. This comes to you in particularly uncertain times, both economically and politically. Today’s financial markets are creating a lot of ‘noise’ and in this latest edition, we aim to bring our insight to help you identify and navigate today’s financial challenges.
In addition to the outlook for the UK housing and stock markets, we address the gender divide on pensions and potential solutions. While women are achieving equality in many walks of life, there is still a yawning gap on retirement provision. At the same time, we look at whether pension contracts in general offer the freedom promised by recent government reform and how investors can make the most of annual allowances while they still can.
Family Wealth Management Winter 2017/18
In our last issue we focussed on alternative routes for retirement saving. This edition explores a broader range of topical issues in financial planning. We examine if the rising interest in defined benefit transfers is warranted and what savers may need to look out for — providing a detailed guide to considerations that should be made before taking a decision.