Category Archives: Investment

Have you forgotten or lost a UK pension?

Posted on May 29, 2018 by

This may sound like a silly question but research from a major British insurance company has shown that up there are up to 2.5 million forgotten UK pension plans.  Furthermore, the UK government estimates that the size of these forgotten … Continue reading →

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Are your funds in the dog house?

Posted on April 16, 2018 by

It is estimated that in the UK alone some £8 billion is languishing in under-performing investment funds. Add all the money in offshore funds and other jurisdictions and the number is worryingly large. These poorly performing funds, known as dogs, … Continue reading →

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Need to know: Your financial priorities

Posted on April 3, 2018 by

Many of us muddle through our financial lives, not focusing on what matters the most, so this article is designed to help you sort out your financial priorities. You have probably thought that there are some issues you need to … Continue reading →

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When your investments are more than just money

Posted on February 6, 2018 by

For a significant number of investors, investing in shares and funds can feel like a dance with the devil as they have to compromise beliefs to achieve a return. With the growing awareness of the environmental impact of modern life, … Continue reading →

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2018 – how will it be for you & your finances?

Posted on January 7, 2018 by

There is no doubt that we live in interesting times on many levels and naturally people will have financial concerns. High on the list of worries is the potential adverse effect of a geopolitical event but it is the potential … Continue reading →

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News: RL360 to acquire Friends Provident International

Posted on July 19, 2017 by

Following some months of speculation it has been announced that IFGL, which owns RL360°,  will acquire FPIL (Friends Provident International Limited)  from the Aviva Group, subject to regulatory approval.

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Need to know: Taxes on UK property

Posted on June 12, 2017 by

I have previously written about the various taxes that relate to the ownership of property in the UK but this article brings all the information together in one handy guide. This is written for the benefit of expats. There are … Continue reading →

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