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A Rock and A Hard Place for Savers

Talk about being stuck between a rock and a hard mountain. Savers today are enjoying the paltry returns of c2.8% for instant access savings and 3% for a one year fixed bond.(1) That’s the rock. Over their shoulder is the rugged mountain of inflation squashing any potential returns they may have. Inflation currently sits at 3.5%, meaning that a basic rate tax payer will be ‘enjoying’ 2.24% whilst inflation corrodes the real value of their capital at a rate of knots.(2)

Tax Kills

I read an interesting report which showed that 10 million people in the UK (a third of the working population) are not saving for retirement. That will be an interesting demographic time bomb; you can expect strong measures in terms of employer and employee compulsion into pensions to follow.

Quantitative Easing – Your Questions Answered

Managing Director, Worldwide Financial Planning, Writes:
Following last week’s article on quantitative easing I had a number of questions which arose which I will endeavour to answer below.

Some Twinkly Lights for the Canny Investor

Managing Director, Worldwide Financial Planning, Writes:
So here we have it. A near zero interest rate for savers. Couple this with the fact banks are under pressure by regulators and markets to keep larger amounts of capital aside relative to the loans they have given, and you have a very tricky scenario.

Looking back looking forward. 2008 – 2009

What a great year that was! Will ’09 be any better or will we be wise after the event again? In many ways ’08 was no surprise, but for reasons most won’t have noticed. Noise was the biggest culprit, with everyone believing global demand was soaring. I didn’t believe that as this column explained a […]

Interest rates will fall to 3%, the cost of living will also fall dramatically

Managing Director, Worldwide Financial Planning, Writes:

Up to last Thursday, it all made sense, even with all the falls. After that the whole thing became barmy and investor sentiment has taken over into full on fear, with stocks like Standard life trading up one day at near £3 and then down to near £2 two days later.

The Shell Oil Strike

Managing Director, Worldwide Financial Planning, writes:

I can’t remember who said it, but it wasn’t me:

‘If inflation continues the two-car garage will be replaced by the two-family garage’.