…vigilant http://tpr.gov.uk/individuals/dangers-of-pension-scams.aspx. You have worked hard to build up your investments and will look for the best solution available – but proceed with caution and please ask your Origen Consultant…
…Mutual Wealth’s research found that the over-55s feel insecure about their future, with 45% worried their pension will not fund the duration of their retirement. The research showed that only…
Home > You searched for mobile-search.aspx Articles Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team….
…highlighted the downward trend for retail sales, adding that volumes in the three months ending October were 2.4% lower than the previous three months. Consumer Confidence Research firm GfK said…
Richard Wallis Head of Research and Investment Market Overview CR = Capital return; LC = Local currency Source: Lipper for Investment Management Past performance is not a reliable…
…of wealth erosion. FCA research suggests that over half of adults with investable assets over £10,000 hold more than 75% of their investable assets in cash. The FCA has commented…
…UK public’s behaviour post Covid. Its research shows that in the past year alone, the income an average couple would need to support a moderate retirement lifestyle has increased by…
…The earlier you start paying into the pension and the longer the investment term, makes reaching your target retirement income more achievable and more affordable. Research by Legal & General…
…2018 Global Excellence Awards. This awards programme is run by Wealth & Finance International, who carries out extensive qualitative and quantitative research with comprehensive analysis. This award recognises the very…
…with Morningstar, one of the world’s leading providers of independent investment research, our Research and Investment Team monitor these funds and undertake stringent checks and due diligence on an ongoing…
…your pension pot. However research suggests that pension tax relief is not very well understood, potentially impacting the desire to save more into pensions. Recently, HMRC has published some past…
…it suggests the majority of retirees will not know whether they have sufficient savings to meet future spending alongside their retirement goals. The research did however highlight the benefits of…
…the capital to provide the income required to meet the family living costs. 2. Covering debts/liabilities/mortgages – Average debt levels amongst retired people are rising and research by Prudential found average…
…providers. management of both inbound and outbound communications and scanning of correspondence. providers of marketing, research or advertising services. banking and payroll services. tracing of customers who we’ve lost contact…
…option if you have any conditions which may impact your health, or simply exercising your Open Market Option to search the marketplace for the best annuity options available. Alternatively you…
…of 5%. The search for investment returns In the current economic climate, despite the recent base rate increase to 0.75%, cash savings rates remain at very low levels – often…
Home > You searched for mobile-search.aspx How we have helped other members To help you understand the value of seeking advice and to explain why we ask the questions in…
…The impact of the Covid-19 pandemic on dividend payments has been highlighted by recent research from Link Asset Services, one of the leading UK company registrars. It looked at the…
Hatice Cinkaya looks at new research that shows how the most recent increase in State Pension age has hit those affected. The last change in State Pension age (SPA) was…
Home > You searched for mobile-search.aspx Investment Planning How we can help you We are here to help you grow and protect your wealth, and can build investment strategies tailored…
…in per-person spending. Heidi Karjalainen, research economist at the Institute of Fiscal Studies and author of the report concludes: “As retirement incomes are increasingly funded by defined contributions pots, which…
…piece of knowledge that often gets left behind – money. Research undertaken by the Money and Pensions Service reveals that less than half of parents (47%) talk openly with their…
…breakdowns and bereavement. Research also shows that over half of UK adults don’t make a Will. Even among over 55s, 30% say they haven’t spoken to anyone about their wishes…
…financial planning need, the easier it will be to address. Research conducted in June-July 2020 of a sample of non-retired UK adults, reveals that a fifth still have no pension…
…term of five years or more in search of higher potential returns? Helping you to maximise your tax allowances Whilst CGT can significantly reduce the value of your investment returns…
…often offer discounted ongoing fees for fund management so you may save money through lower charges. Helping you choose a platform At Origen, our Investment Research Team have selected Fidelity…
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