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Technical articles | 01 Sep 2009
The Wider Implications process is an alternative form of redress to the courts system that can help investors recover some or all of their investments more quickly.  Laurence Lieberman and Adam Mason report.  A consumer with a financial services complaints may, in appropriate circ...
Technical articles | 01 Feb 2009
Following the two most recent reductions in the Bank of England base rate (announced on 4 December 2008 and 8 January 2009) and falling gilt yields, National Savings and Investments (NS&I) has reduced the rates on most of its investment products.
Technical articles | 01 Sep 2008
Among much other stunning financial news over the past few weeks we have been told that the Consumer Price Index (CPI) increased by 4.4% over the 12 months to July 2008. The corresponding increase in the Retail Prices Index (RPI) stands at 5%.
Technical articles | 01 Jul 2008
Keith Robertson continues his series in constructing investment portfolios with an examination of risk appetite.  When advising clients on their investments a sensible starting point is to agree preservation of capital in real terms and over a reasonable investing timeframe as a primar...
Technical articles | 01 Jun 2008
As well as arranging financial protection in the event of death or ill health to preserve a current standard of living for themselves and any dependants, people need to arrange savings and investments to meet the financial goals and aspirations they may have for the future.  The future...
Technical articles | 01 Jun 2006
National Savings & Investments has raised rates on most of its fixed-rate plans, including index-linked savings certificates. It has also scrapped the 30-day notice period for the investment account, but cut the variable rate by 0.05%.
Technical articles | 01 May 2006
Richard Mattison outlines the tax changes that impact on pension investments.  The Finance Bill has introduced final regulations covering pension scheme investment in retail property and chattels (art, antiques, stamps, vintage cars etc), which were to be permitted as direct investment...
Technical articles | 01 Aug 2005
Corporate investors have numerous factors to take into account when considering whether to invest available funds.  If they decide to proceed, they must also choose which, if any, retail investment wrapper would be most appropriate.  The aim of this article is to present advisers ...
Technical articles | 23 Apr 2019
By the end of the first quarter of 2019, every major stock market was comfortably up for the year and several US indices were a whisker away from their all-time highs of September 2018. This is a huge change compared to the end of 2018, when investor sentiment was at rock-bottom after the worst D...

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