A dose of reality

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Global equities fell back 2% last week, reversing their gains of the previous week and continuing the choppy pattern seen over the last month. The key to the market’s direction at the moment is the strength of the economic recovery underway now that lockdowns have been relaxed. Business confidence has improved markedly in the last couple of months, with the … Read More

COVID-19 effects on retirement planning

covid19 retirement planning

Remember that pension savings are for the long term The coronavirus (COVID-19) is having a widespread impact across all aspects of financial life, including retirement plans. The current global stock market turbulence, as a consequence of COVID-19, will no doubt be concerning for individuals whose pension savings are invested partly or fully during these volatile market conditions. However, making decisions … Read More

Acquisition of Sterling Trust


Kingswood announces the acquisition of Sterling Trust, a major regional IFA platform, adding further breadth and scale to its distribution network which now includes 14 locations across the UK. This is a transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from over 16,000 active clients in the UK and … Read More

Hurting from home

Is the ‘new normal’ having an adverse effect on your health? More than half of office workers believe their employer should do more to help them work from home during the coronavirus (COVID-19) crisis. This has lead to millions of Britons suffering in pain as a result of their makeshift home offices. People being advised to work from home to … Read More

Beware of pension fraudsters

Safeguard your hard-earned retirement savings from COVID-19 scammers Fraudsters are exploiting fears over the COVID-19 pandemic to target pension savers and investors. The Pensions Regulator, the Financial Conduct Authority (FCA) and the Money and Pensions Service have issued a joint statement urging people not to make rash pension decisions in the wake of the global pandemic, as criminals try to … Read More


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Equity markets last week recouped some of their decline the previous week, with global equities gaining some 2%. The fluctuations seen over the last month are a reflection of markets being buffeted by a range of conflicting factors: On the economic front, the recent news has been quite encouraging. Retail sales in the UK and US bounced back more strongly … Read More

Protecting your retirement plans

Don’t let coronavirus derail your financial future The COVID-19 pandemic has touched virtually every aspect of our lives, not least of which is how we save for retirement. And while the number one priority is keeping our families and ourselves safe and healthy, the next topic on most people’s worry list is the financial impact, especially if the situation doesn’t … Read More

Reality bites

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Volatility returned to equity markets last week with the US market falling as much as 5.9% on Thursday. Global equities ended down 4.1% in local currency terms over the week as a whole and markets have opened lower today as well. So what has caused the abrupt turnaround? In good part, the latest falls are just a correction which had … Read More

Fast and furious

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Global equities saw strong gains last week. Markets gained as much as 5.5% in local currency terms, although the increase was a rather smaller 3.0% in sterling terms as the pound strengthened against a weak dollar to $1.27. The strong performance was down to the market’s growing belief in a V-shaped economic recovery which was fuelled by two main developments: … Read More

The sun is still shining

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Equity markets moved higher last week, breaking out of the trading range of the last month, with global equities gaining 3.2% in local currency terms. Markets have now recovered close to two thirds of their losses. The latest increases come on the back of lockdowns being relaxed in many countries, some semblance of normal life beginning to return and as … Read More