You may have heard the terms active and passive with regard to investment funds, but what exactly do they mean and how can they impact your investing?
What is the difference between active and passive funds?
News
November 2015
Well, what a splendid month October was, with all the major world stock markets that we cover in this Bulletin skipping merrily upwards. Germany and China led the way with gains of 12% and 11% respectively, and if you only looked at the figures you’d be quite justified in thinking that everything in the world economic garden was rosy.
How to approach later life care
Later life care can be difficult to plan for, but one certainty is that, should you need it (and many of us will), you will be in a better position to receive exactly the sort of care you would like if you have some of your own funds set aside to cover the cost.
Do you know your pension pot value?
New research shows that despite new pension freedoms, over a quarter of people aged over 50 don’t know
how much is in their pension pot.
Pension and Investment Review
Tim and Karen sought a pension and investment review from Depledge to plan their retirement. Our case study explains how we helped.
Money trumps health as top retirement concern
Concerns over money dominate the thinking of preretirees, according to new research from Retirement Advantage.
Pension Review
In this case study, we help clients review their finances, handle multiple pensions and manage a potential breach of lifetime allowance cap
UK Bank Rate pegged for increase in February 2016
UK Bank rate rises are expected to rise in February 2016, despite expectations of inflation returning to target being pushed back further.
Retirement Income Gap
Workers over 45 face a nearly £9,000 retirement income gap. Relying on the state pension may still leave them short.
Will dividend tax keep rising?
The July Budget saw the announcement that the dividend tax credit will be replaced by a tax-free allowance. Is this the start of more rises?