Financial Advice Market Commentary for April 2011

May 18, 2011

Measured progress
There is much to be gleaned from the performance of markets over the first quarter of 2011. Ever since equity markets hit their most recent low point in March 2009 many have questioned the rationale for and the resilience of the rises in global share prices, arguing that markets were in denial about [...]

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Market Commentary for February 2011

March 15, 2011

  The nuclear option
The speed at which markets can shift direction is a constant source of amazement. It was only last autumn that the great fear was that the western world was following Japan into a multi-decade period of low growth and persistent deflation. Debts had to be repaid, it was argued, and the only way [...]

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Pension Drawdown Is Changing

March 1, 2011

  As promised here is an article on the changes to Unsecured Pensions( also known as drawdown).
 
 Summary of the proposed changes
 
 The age 75 rules on annuitisation, value protection lump sums, pension commencement lump sums (PCLS) and trivial commutation lump sums will be removed.
 
 The age 75 rules on contributions and Lifetime Allowance checks will remain.
 Pension funds will [...]

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Are Pensions the New Rock’n’roll?

February 24, 2011

Well probably not but there has been enough changes in the last few months to cause more than a few heated debates amongst the many interested parties. Pensions are headline news and trust me that is not going to change anytime soon!
Over the next week or two I’m going to be putting up a series [...]

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Retirement Advice and Planning article from The Prudential

February 22, 2011

Your retirement could last decades.Life expectancy after retirement
Retirement could last
longer than you imagine…
People often think of their pensions as a bit like savings accounts. So they pay money in while they’re working, and when they retire they think they can take that money out, as and when they need it. But that’s not actually how [...]

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WDB Market Commentary January 2011

February 8, 2011

The January Financial Market Commentary is now available to read and download as a PDF.
Global Economy and the financial market are some of the topics discussed.

The Sirens
Of the many challenges posed during 2010 the greatest was to ignore the background noise. Experience has taught us that the short term distractions in the markets are the [...]

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