The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...
Author: Alistair Cunningham
Financial Planning
Are you missing the hidden financial planning risks of the Coronavirus?
Are you missing the hidden financial planning risks of the Coronavirus?
The market volatility caused by Coronavirus has left many individuals concerned over the presence of investment risk in their...
Financial Planning
2020 October Economic Review
Global stock markets went up during the third quarter as economies began to recover from lockdowns. There was positive...
2020 October Economic Review
Global stock markets went up during the third quarter as economies began to recover from lockdowns. There was positive...
Financial Planning
One third of investors (erroneously) sold out of their investments in early 2020
According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...
One third of investors (erroneously) sold out of their investments in early 2020
According to Fidelity Investors, a third of investors, over 65, in the US sold all of their stocks at the...
Financial Planning
Have “Absolute Return” funds finally managed to achieve their objectives?
There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large,...
Have “Absolute Return” funds finally managed to achieve their objectives?
There has been coverage in the media on Crispin Odey who runs a high profile, but not significantly large,...
Financial Planning
Is your ESG fund manager asking the difficult questions?
It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have...
Is your ESG fund manager asking the difficult questions?
It is has been widely reported that so called “ESG funds” (Environmental, Social and Governance) or “ethical” funds have...
Financial Planning
2020 July Economic Review
Global stock markets rebounded over the second quarter owing to government support measures during the COVID-19 pandemic and an...
2020 July Economic Review
Global stock markets rebounded over the second quarter owing to government support measures during the COVID-19 pandemic and an...
Financial Planning
Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate
Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.
Why employers with Group Personal Pensions should reconsider their default assumption that lifestyling to annuity is appropriate
Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.
Financial Planning
The problem with a dividend income strategy in retirement (video)
Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.
The problem with a dividend income strategy in retirement (video)
Here Alistair Cunningham explains why a ‘total return’ strategy is superior to a dividend income strategy.
Financial Planning
Am I getting the best advice on my defined benefit pension transfer?
There has been a lot of press coverage in June over our regulator (The FCA) clamping down on issues...
Am I getting the best advice on my defined benefit pension transfer?
There has been a lot of press coverage in June over our regulator (The FCA) clamping down on issues...
Financial Planning
Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2020
We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...
Wingate shortlisted for the Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards 2020
We are delighted to be short-listed for the Retirement Adviser of the Year at the Investment Life & Pensions...
Financial Planning
Where is the safest place to put my cash deposits?
Over the longer term, cash deposits will tend to be eroded, and for those willing to take some risk...
Where is the safest place to put my cash deposits?
Over the longer term, cash deposits will tend to be eroded, and for those willing to take some risk...
Financial Planning
Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)
There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the...
Should I defer my self-employed tax liabilities under the CV support offered by HMRC? (video)
There are schemes to defer both the payment of VAT and income tax (under self-assessment), this video explains the...
