Archive - April 2021

London Wall Partners have plenty to say on a wide number of economic and financial matters. This section provides a list of our news and views on a historic basis.

An overview of how we help individuals and families optimise their capital, including where we fit into the financial services landscape.
Listen to an economic and investment update, recorded on 22 April 2021.
In mid-February the Treasury announced that “To allow for more transparency and scrutiny, documents and consultations that would traditionally be published at a Budget will be published on 23 March”.  It was far from clear what would, or would not, emerge just 20 days after Rishi Sunak’s first Budget of 2021.  A letter from the Financial Secretary, Jesse Norman, to
Click here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

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.