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15 Aug 2022
Consumer Duty

Consumer Duty

The FCA desires all firms to put their clients at the heart of their business by offering products and services that are fit for purpose and represent fair value. The FCA intends to do this by introducing the Consumer Duty, their new principle to ensure that “good outcomes” are the industry standard. The Consumer Duty…

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9 Aug 2021
Pension Boost

Pension Boost

The unique combination of tax breaks and flexible access available to pensions make them a compelling choice when saving for retirement. One of the key benefits of saving into a pension rather than another type of savings or investment vehicle is the generous tax relief you’re entitled to receive.   Making the most of pension…

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21 Jun 2021
Sustainability matters

Sustainability matters

  Responsible investment is a catch-all term to broadly describe funds that invest to make a positive change, either to the environment or for society. Within this umbrella term there are four broad investment approaches: ethical exclusion; responsible practice; sustainable solutions; and impact funds.   Increasingly more pension savers are asking where their funds are invested….

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10 May 2021
In Your Shoes

In Your Shoes

  Chris Forde is Head of Financial Planning at Thorntons Wealth.  Thorntons Wealth are based in Dundee, Edinburgh and Aberdeen providing Financial Planning services. This article was written for Dundee & Angus Chamber of Commerce – click here to view the article on their website.   Monday – no need to unmute. The week for me…

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