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Tag Archives: Windsor
Pension Drawdown Freedom – Windsor
The new pension freedoms are great news for savers, with more flexibility and options for retirement now available. However, the freedoms also come with a level of risk, particularly for that first wave of savers looking to exercise their new … Continue reading
Understanding Active vs Passive Strategies – Windsor
The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, … Continue reading
Auto Enrolment Pensions – Windsor
What is auto enrolment? Work place pensions changed in October 2012 for employers because employees now have to be offered contributory Work Place pension scheme – that’s right HAVE to! It’s no longer any good to have a template Stakeholder that nobody joins or to … Continue reading
Posted in Auto Enrolment Windsor
Tagged auto enrolment, Company Pensions, Financial Planning, Financial Services, IFA, Pension, Windsor
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Difference between Flexible and Capped Drawdown Pensions – Windsor
At retirement you have the option to move into Income Drawdown, rather than take an annuity. Drawdown is where your pension fund is still invested, however you are able to take an income from it at the same time. This … Continue reading
Financial Planning for the end of tax year – Windsor
The nights are finally starting to get a little lighter – maybe we can start looking forward to Spring after all. In financial services, Spring means two things; the Budget (on March 20th this year) and the end of the … Continue reading
Financial Planning – Windsor
Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading
Beware of the Dog – the importance of monitoring funds regularly
If you watch the money programmes on TV or read the financial pages of the newspapers, you might have come across the term ‘dog fund.’ What does the term mean? And why is it so important to the ordinary investor? … Continue reading
June market commentary
There’s an old stock market adage which says “Sell in May and go away.” This year, “Sell before May and go as far away as possible” might have been more appropriate, as world stock markets tumbled throughout the month. Only … Continue reading
Auto Enrolment Pensions in Windsor
What is auto enrolment? Well work place pensions are due to change in October of this year and employers and employees will have to be offered contributory Work Place pension scheme – that’s right HAVE to! It’s no longer any good to have a template … Continue reading
Posted in Auto Enrolment Windsor
Tagged auto enrolment, Company Pensions, Financial Planning, Financial Services, IFA, Pension, Windsor
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Investment Advice Windsor
I am constantly asked “whats the best investment” and “where do you put your money” by my clients – however it should always be based around how much risk my client is prepared to take. How do we work this … Continue reading
Posted in Investment Advice Windsor
Tagged Advice, Berkshire, Good Performance, IFA, Investment, Maidenhead, Windsor
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Giles Warren Financial Blog 