Peter McGahan ranked by global media analytics experts for promoting investments with a social conscience
PETER McGahan, our chief executive at Worldwide Financial Planning, has been named the third most influential person on social media for promoting investments with a social conscience. The recognition came from global media analytics experts, Commetric, an international company which provides media analytics solutions to help communication and marketing professionals monitor and analyse conversations and […]
Taking Care To Save
There is a treasure trove of over £10 billion in the UK just sitting there waiting for us to claim it. That is the amount is in dormant bank accounts, forgotten pensions, unclaimed inheritances and investments and even over payments to energy companies. The unclaimed sums are quite staggering – £41m in premium bonds, £153m […]
Absolute Returns
Absolute returns, the latest buzzword from the financial marketing world. But what exactly are absolute returns and do they really have a part to play in your pension fund, investments or ISAs? As we mentioned in this column a few weeks back, an investor subjected to the FTSE100 over the last eleven years would still […]
Tracker Funds
Are tracker funds the most efficient solution to making money or is it just noise, noise, noise? Our financial industry seems to design its thousands of arguments to ensure you are either invested, or you are invested. It’s the same as the argument about using either shampoo for greasy hair, or using shampoo for dry […]
Why your pensions and investments never seem to rise
Investment of your money in investment products, whether through your company pension, personal pension, ISAs, or insurance products is one of the more complex decisions that you can make. It’s no surprise that many of us place trust in a brand name given this complexity, but it’s easy to see how much of your hard […]
Underperforming Investments – Is Your Pension Amongst Them?
70% of investments underperform – Is your pension invested amongst them? As an investor, you want to choose the best for your investments. It’s certainly not an easy task. And with pensions at the front of many investors’ minds at the moment, the performance of investments you’re relying on for the future, a performance check […]
Cautious Managed Funds
You’re a cautious investor. So you want your investments in a cautious managed fund because, you think, you’ll be taking less of a risk, right? Well, not exactly. You could find that your definition of cautious when it comes to managed funds is very different from the investment world’s definition. So how do you make […]
Cheaper Investments
The retail world – making thousands from your investments. How often do we come back from holiday and complain about the quality of customer service we receive when we return? Fascinating. Yet somehow we continue to experience this customer service and accept it. None is more true than the financial services industry and our ability […]
Cheap investments – get back to bed
Just how inefficiently can someone invest money? I’ve always been told to make columns meaningful. Talk about the sizzle not the sausage, talk about how fast the car goes, not how many piston things it has! I have assessed how most people are currently investing via the calls from the column so this is pretty […]
Past investment performance
My financial adviser is telling me to invest into a range of funds based on their investment performance last year. Is there any relationship between last year’s investment performance and the future performance? A turkey sits all year with the belief everyone cares about it. As each day goes past, it believes it can’t get […]
ISA Advice
It’s called an ISA season but I don’t know why, as we have all year to invest in our ISAs (Individual Savings Accounts). I assume, as we have a sell by date of the 5th April, most people seeking ISA advice have the ‘use it or lose it approach.’ But what are the key bits […]
Attraction of 6.5% dividends
The news that BP is to reinstate its dividend is a welcome one, and investors with all but zero interest rates may well be flocking back to the stock. Investors are being subjected to top end building society interest rates of around 3%, whereas inflation is currently outstripping that. It’s a very difficult position for […]