Save & Invest Financial Planning

Information and analysis from the world of financial planning.

Client Dashboard Issues Resolved

We are pleased to report our client dashboard is now fully functional once again. Thank you for your patience while we suffered technical issues that were outwith our control.

Save & Invest Newsletter November 2018

Meeting the people who manage our clients' money is very important to Save and Invest, and in the last few weeks we have been visited by Schroders, M&G, JP Morgan, Investec and Jupiter Merlin.

Global Bond and Stock Markets hit by anxiety

Bond and Stock markets worldwide are reappraising why they have risen so much in recent years.

Our View

Financial markets are in a state of flux. Trump trade wars, interest rate rises, a plethora of politics and Brexit are creating more uncertainty than usual despite global growth being a very positive story.

Markets startled by good news

Global stock market turbulence has dominated the news headlines and is a reminder that investment returns are not normally achieved in a steady upward trend.

Beware the "Taper Trap"

With the introduction of the new Annual Allowance tapering rules in 2016/17, higher earners and their advisers may not fully appreciate the impact the new “adjusted income” rules may have in relation to ongoing, or planned, pension contributions.

Investec Cautious Managed Fund Update September 2017

Alasdair Mundy the Investec Cautious Managed fund manager was in our Glasgow offices on 6th September to provide with us with his update on the fund, including his views looking forward.

First State Investment Manager Update

First state Investment Managers provide their Market Update and Outlook for markets and in particular the First State Global Listed Infrastructure Fund

Schroders Investment Manager Update

We recently met with our representative, Sam Murphy from Schroders Investment fund managers regarding the performance of their range of Diversity funds. Sam answered some questions we posed to him.

Our View - August 2017

Despite political uncertainty, economic indicators such as job creation, economic growth and inflation are acceptable but not at a level that threatens interest rates means that the outlook is fairly benign, if not exciting.

General Election Update - Standard Life Investments

Stephanie Kelly (Political Economist), Liam O'Donnell (Fixed Interest Investment Director). Thomas Moore (UK Equities Director) from Standard Life Investments give their response to the general election result and the outlook on the Investment front.

General Election Update - M&G Fund Manager update

M&G Fund Manager response to General Election result Jim Leaviss, Head of Retail Fixed Interest Funds & Steven Andrew, Multi Asset Investment Team give their reaction and response following the surprise election result.