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Articles, interviews & expert comment

Budget 2020: Pensions – what does the future hold?

Edie Bond | 20 February 2020

We take a look at the latest Budget rumours around pensions ahead of 11 March. Read article.

Edie Bond

20 February 2020 | 2 min read



Budget 2020: Pensions – what does the future hold?

Edie Bond | 20 February 2020

We take a look at the latest Budget rumours around pensions ahead of 11 March. Read article: Budget 2020: Pensions – what does the future hold?.

Edie Bond

20 February 2020 | 2 min read


Alternative investments: A look at private equity

Jonathon Curtis | 18 February 2020

Buying stock market shares isn’t the only way to invest in companies. Jonathon Curtis explores the risks and potential rewards of private equity investing. Read article: Alternative investments: A look at private equity.

Jonathon Curtis

18 February 2020 | 3 min read


Drawdown plans top 1 million - but shopping around remains a secret

Isabel McDougall | 18 February 2020

New data reveals that the number of drawdown policies in existence has almost certainly reached a whopping 1 million, but shopping around for another provider is one of the retirement industry’s best kept secrets. Read article: Drawdown plans top 1 million - but shopping around remains a secret.

Isabel McDougall

18 February 2020


NS&I cut interest rates – what it means for your savings

Ryan Kenny | 18 February 2020

What the latest cut could mean for your savings and how Active Savings could get your cash working harder. Read article: NS&I cut interest rates – what it means for your savings.

Ryan Kenny

18 February 2020 | 3 min read


The Cabinet reshuffle suggests we should prepare for an expansive, confident Budget

George Trefgarne | 14 February 2020

George Trefgarne provides his view on the cabinet reshuffle and the upcoming Budget. Read article: The Cabinet reshuffle suggests we should prepare for an expansive, confident Budget.

George Trefgarne

14 February 2020 | 5 min read


EV/EBITDA – Another way to value companies

William Ryder | 14 February 2020

William Ryder, Equity Analyst, explains how to value companies using EV/EBITDA. Read article: EV/EBITDA – Another way to value companies .

William Ryder

14 February 2020 | 3 min read


Why dividends are more important than you might think

Emilie Stevens | 14 February 2020

Kicking off a series exploring the power of dividends, Equity Analyst Emilie Stevens starts with why dividends are more important than you may think. Read article: Why dividends are more important than you might think.

Emilie Stevens

14 February 2020 | 3 min read


Next week on the stock market

Nicholas Hyett | 14 February 2020

What to expect from a selection of FTSE 100, FTSE 250 and selected other companies reporting next week. Read article: Next week on the stock market.

Nicholas Hyett

14 February 2020 | 3 min read


4 reasons to love your pension (not just on Valentine's)

Isabel McDougall | 13 February 2020

We look at why you should love and care for your pension. Read article: 4 reasons to love your pension (not just on Valentine's) .

Isabel McDougall

13 February 2020 | 4 min read


How one of our advisers saved a client £14,000 in tax

Hugh Breach | 12 February 2020

Hugh Breach, Financial Adviser, describes how he advised a client and how they paid less tax as a result. Read article: How one of our advisers saved a client £14,000 in tax.

Hugh Breach

12 February 2020 | 6 min read


Video: Troy fund manager – we're more cautious than ever about stocks

Emma Wall, Head of Investment Analysis | 13 February 2020

Sebastian Lyon, manager of the Troy Trojan fund and adviser to Personal Assets Trust, discusses how he is building a balanced portfolio that aims to deliver growth for investors through any market turbulence. Read article: Video: Troy fund manager – we're more cautious than ever about stocks.

Emma Wall, Head of Investment Analysis

13 February 2020 | 4 min read


Meet the pensions helpdesk - the team who answer your transfer questions

Isabell McDougall | 11 February 2020

Our pensions helpdesk answers 7 of the most common questions they get asked about transferring a pension. They also share their top tips on how to transfer your pension as smoothly as possible. Read article: Meet the pensions helpdesk - the team who answer your transfer questions.

Isabell McDougall

11 February 2020 | 5 min read


Video: Should investors be concerned about coronavirus?

Emma Wall, Head of Investment Analysis | 10 February 2020

Goldman Sachs market strategist James Ashley looks at the impact of coronavirus on global economic growth, and explains how investors should try to ignore the market noise and focus on the long term. Read article: Video: Should investors be concerned about coronavirus?.

Emma Wall, Head of Investment Analysis

10 February 2020 | 4 min read


Why global index trackers need closer inspection

Jonathon Curtis, Investment Analyst | 11 February 2020

Jonathon Curtis looks at how investing in global index tracker funds might not offer as much diversification as you’d expect. Read article: Why global index trackers need closer inspection.

Jonathon Curtis, Investment Analyst

11 February 2020 | 3 min read


Bankers Investment Trust – bolstered by the biggest economies

Jonathon Curtis, Investment Analyst | 7 February 2020

Jonathon Curtis, Investment Analyst, reports on Bankers Investment Trust’s annual results for the year to 31 October 2019. Read article: Bankers Investment Trust – bolstered by the biggest economies.

Jonathon Curtis, Investment Analyst

7 February 2020 | 3 min read


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