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Investment
November 2019
Protecting wealth
Investment
November 2019
  Identifying your investment objectives is a lifelong process A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money grow over the long term, then you should consider investing some of it. Read full article
Investment
November 2019
Maintaining a diversified portfolio
Investment
November 2019
  Spreading risk between different kinds of investments When you start investing, or even if you are a sophisticated investor, one of the most important tools available is diversification. Whether the market is bullish or bearish, maintaining a diversified portfolio is essential to any long-term investment strategy. Read full article
Investment
November 2019
Investing for income, growth or both in retirement
Investment
November 2019
  Turning on the taps for an extra income stream to help you realise your ambitions The best time to start investing was 20 years ago. The second best time to start investing is now. But as you have been building up your investment wealth over the decades, in all likelihood you’ve probably pursued growth above all else, looking to maximising the value of your savings. Read full article
Investment
November 2019
With-profits funds
Investment
November 2019
  Fewer ups and downs than investing directly in shares If you save regularly or invest a lump sum using a life insurance policy, you might choose to invest in a with-profits fund. These aim to give you a return linked to the stock market but with fewer ups and downs than investing directly in shares. However, they are complex and are not as popular a form of investing as they used to be. Read full article
Investment
October 2019
Pooled Investment funds
Investment
October 2019
  Investing in different things, with different strategies Pooled investment funds – also known as ‘collective investment schemes’ – are a way of combining sums of money from many people into a large fund spread across many investments and managed by a professional fund manager. Read full article
Investment
October 2019
Boosting investment returns
Investment
October 2019
  Out of adversity comes opportunity Under new Prime Minister Boris Johnson, the Government has toughened its stance on a no-deal Brexit, which it has said is ‘now a very real prospect’. 23 June marked three years since the UK voted to leave the European Union. Read full article
Investment
September 2019
Investing in a fund
Investment
September 2019
  Making the decisions about when to buy and sell assets There are many reasons to invest through a fund, rather than buying assets on your own. At a basic level, investing in a fund means having a professional fund manager make investment decisions on behalf of the investor. Read full article
Investment
August 2019
Understanding investment risk
Investment
August 2019
  Informed decisions to improve your chances of achieving your financial goals If you want to plan for your financial future, it helps to understand risk. If you understand the risks associated with investing and you know how much risk you are comfortable taking, you can make informed decisions and improve your chances of achieving your goals. Read full article
Investment
August 2019
Investing in Your future
Investment
August 2019
  How to build wealth that stands the test of time Long-term investments tend to be less risky in the end. By investing for the long term, you are committing to your investments, and history has shown that this strategy can pay off handsomely. Read full article
Investment
August 2019
Wealth briefing
Investment
August 2019
  Making good choices with your life investments One of the golden rules of investing is to spread your money across a range of different asset classes. We’ve all heard the expression, ‘Don’t put all your eggs in one basket’. This approach means that if one or more of your investments rise you will benefit but, if they fall, there should be a degree of protection because, hopefully, some of your other holdings in different asset classes will be going up in value. Read full article