Our Latest Posts

Subscribe to our blog for our latest thoughts and comments about world events and financial planning developments.

Are tobacco companies ethical now?

One of the world’s leading financial data companies, MSCI, has launched an App. For financial nerds, this is an exciting development, providing information about companies

Has life expectancy reduced?

Retirement income planning made the news this week, with one report about the amount people spend in retirement, and another about life expectancy hitting the

The three stages of retirement

The Old Age Pension was introduced in 1908, and was paid to people over the age of 70. At the time, only in one in

Are we forgetting about the G?

In recent years, demand for ESG (Environmental, Social and Governance) and responsible investments has grown rapidly. Investors have differing ESG and responsible preferences; some investors

What direction are you going?

Are you retiring from something, or retiring to something? The conversations I have before retirement tell me a lot about how fulfilling a retirement is

The government’s Health and Social Care plan

I’ve spent some time reading the government’s documents and have been able to reach some conclusions about it. There’s plenty of political commentary about it,

Subscribe to Our Blog Posts