The end of the third quarter of 2015 was, as all the financial press reported, the worst for global equities since 2011.
It has been proposed that pensions be scrapped in place of a lifetime ISA. Is this simplification idea a good one?
With many people viewing retirement as the opportunity to do the things they have always wanted, we take a look at the UK’s bucket list.
Never was the statement “Markets can fall as well as rise” more true than in August, when virtually all major markets headed down.
On 10th November 2015 10.00am at Bramhall Lane Tennis Club. This seminar covers a diverse range of issues and is ideal for anyone in retirement or approaching this milestone in the coming years.
July was a busy month. Greece held a referendum on austerity – with an emphatic rejection, before a bailout on the same lines as the rejection was finally agreed. The Chancellor delivered his second Budget this year whilst Chinese markets fell dramatically.
The Chancellor looked confident and relaxed, as well he might with the support of a Conservative majority behind him. It would, he said, be ‘a Budget for working people, as Britain looks to create a higher wage, lower tax, lower welfare country.’
An essential part of writing this bulletin each month is making daily notes on the main business and stock market news. This month we have comfortably broken our record – more than six pages of notes. And as you might expect, about half of those pages are about Greece and its debts.
Depledge Strategic Wealth Management Limited has now entered its third company year of trading and it has been a very busy period given the rapid changes in pension legislation providing greater flexibility to those at retirement age.
May saw the election of a Conservative majority Government, whilst in Europe, Greece teetered on the edge of default, Germany and France edged towards closer European ties. The Nasdaq index in the USA reached a record high. Chinese exports fell and the Japanese economy grew. There were continuing problems for Russia whilst India had remarkably good news – it has now grown at a faster rate than China in two of the last three quarters.