News / Views

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

Stock markets have recovered their poise so far in 2019, having ended last year in a nervous mood; the World index declined by over 10% in the final three months of 2018 (see Chart 1 below). Some commentators attributed the setback to concerns over slower economic growth in 2019, which were partly provoked by President Trump’s trade battles.

The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).

London Wall Partners LLP (“LWP”), the independent financial advisory firm, is delighted to announce the appointment of Peter Hockless as a Senior Board Adviser.

Stock markets ended 2018 in nervous mood, as the World index declined by over 10% in the final three months of the year. Some commentators attributed the setback to fears of slower economic growth in 2019; these concerns were partly provoked by the disruption caused by President Trump’s trade battles. Brexit-related uncertainties also impacted sentiment in the UK and Europe.

This note summarises the main pension rules in terms of the contribution and benefit limits, the treatment during the accumulation phase and the exit options (including death benefits), matters which should be considered for any investment, and to provide our general guidance and comments.

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).

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