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Savings & Investments

Evolution of ESG investing

Changing face of investor ethics and behaviours The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half (51%) of advised UK adults, according a new report. And while the trend is common across the generations, it’s Millennials who are leading the charge. The report, which looks at intergenerational planning and wealth…
Jen Paice
October 18, 2021
Savings & Investments

No Such Thing as a ‘No-Risk’ Investment

Knowing how much risk you are comfortable taking is key. All investments carry some degree of risk. When you invest, you make choices about what to do with your financial assets. Risk is any uncertainty with respect to your investments that has the potential to negatively affect your financial welfare.   If you understand the risks associated with investing and…
bart
August 23, 2021
FamilySavings & Investments

Creating Wealth for Children

Investing isn’t just a luxury reserved for adults. Saving for a child today is a wonderful gift for their future. Whether you want to help them buy their first car, contribute to their first home or even set them up for a comfortable retirement, there is little more fulfilling than providing financial security for your children or grandchildren.   It’s…
bart
August 16, 2021
Savings & Investments

Evolution of ESG Investing

Changing face of consumer ethics and behaviours. The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half (51%) of advised UK adults, according a new report. And while the trend is common across the generations, it’s Millennials who are leading the charge.   The report, which looks at intergenerational planning and…
bart
July 26, 2021
Savings & Investments

Generation Xers Chronically Under-Saving

According to The International Longevity Centre UK (ILCUK) report, a substantial proportion of Generation Xers (those born between 1965 and 1980) in the UK face financial difficulty in retirement, with one in three expected to face significant disadvantages.. Many 40-55-year-olds are reluctant to invest because they are frustrated by various financial stresses, such as coping with fluctuating incomes and balancing conflicting goals…
Jen Paice
May 22, 2021
FamilySavings & Investments

Combined Finances

Some couples may prefer to keep their finances separate, while others share everything. Whichever method you’ve chosen, when it comes to retirement saving, it’s worth planning together to ensure you’ve made the most of all the allowances and benefits offered to couples. Your golden years may ultimately be the best of your relationship if you understand each other’s future goals,…
Jen Paice
April 29, 2021
Savings & Investments

Investing in Education

With students the world over having their education severely disrupted during lockdown, everyone is keeping fingers crossed that vaccination will allow schools and universities to open up again. In this article, Patrick Thomas, Head of ESG Investing at Canaccord Genuity Wealth Management discusses how, as the education sector transforms, it could create attractive investment opportunities. One of the major takeaways…
Jen Paice
March 18, 2021
Savings & Investments

Goals- Based Investing

Before you start, defining any goals you may have will help you plan, budget and choose the right investments. Your goals might be around enhancing your current lifestyle, planning for your family or your own retirement. The sooner you start investing, the better off you will be. Match your long-term investment goals with your short-term lifestyle aspirations. When you have…
Jen Paice
March 16, 2021
Savings & Investments

Responsible Investing

We all want to make responsible choices as more of us are becoming aware of global challenges, such as environmental issues, human rights and climate change. We’re also starting to care more about how our behaviours affect the planet and society. Future Success Taking ESG (Environmental, Social and Governance) factors into consideration when investing is becoming more mainstream. It is…
Jen Paice
March 2, 2021
Savings & Investments

Why Cash May Not Be King

One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, some British households have on average been saving more money than they usually do, due to lower spending, according to new research . But the choice between holding large amounts of cash long term in a savings account versus investing could…
Jen Paice
February 25, 2021

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