Blogs & News

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Why this time, Brexit really means Brexit

Why this time, Brexit really does mean Brexit originally written by Tatton Investment Management, an investment partner of Wren Sterling Last week’s FT headline “Brexit talks remain deadlocked” could have been printed at any point in the last four and a half years. But having sailed past deadlines, crunch talks and other ‘last gasp’ moments, [...]

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What is a Defined Benefit Pension?

Defined benefit pensions What is a Defined Benefit pension? What are my options? How will my pension provide for my retirement? Any decisions you make about your Defined Benefit pension will affect the income it will provide for the rest of your life – so its important to understand how it works. What is a [...]

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How do you calculate the value of a Defined Benefit pension?

If you’re considering transferring away from a Defined Benefit (final salary) pension, you’ll need to request a cash equivalent transfer value (CETV) to help you find out whether or not you would be better off in or out of the scheme.

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Ethical Investment Criteria

What happens when a company ‘greenwashes’ their activity and doesn’t walk the ethical walk? Find out more about the efforts Investment Managers put into growing ethical investments.

Finding the right blend

How has delivering financial advice changed in a COVID-19 environment?

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Mind the Pension Gap

How do you feel about your retirement? Research and insights into the UKs attitude to retirement.

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7IM: 7 lessons from 20 years of investing

Seven lessons from 20 years of investing Once upon a time, General Electric (GE) was the most valuable company in the world. Founded by Thomas Edison in 1889, it was one of the original 12 stocks in the Dow Jones Industrial Average. By late 2000, GE had a market capitalisation of half a trillion dollars. [...]

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Attenborough documentary set to sharpen focus on responsible investing

Attenborough’s latest documentary may shock us into considering changing our habits – as investors and consumers.

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Brewin Dolphin: The crisis has hit my income – should I cash in on my pension?

You can use your retirement savings pot as you wish from age 55 – rising to age 57 from 2028, the government recently confirmed. Yet while this offers flexibility, you need to think carefully before dipping into your retirement funds, or you could trigger unexpected tax charges or whittle away your funds too quickly. Here [...]

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7 insights from 7IM

As the strangest summer in decades winds down, everyone is starting to think about what the last third of 2020 might have in store. 7IM provided answers to the seven most common questions they have been asked by their clients. All content produced first on 7IM.co.uk US ELECTION: Who will win, and what will it [...]

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The Winter Economy Plan – the fallout

When Boris Johnson announced further lockdown measures earlier in September, attention naturally turned towards the Chancellor, Rishi Sunak, to see how he would support the economy, particularly those sectors affected most by the measures. By Nick Moules, Head of Marketing, Wren Sterling 900,000 people are employed in the hospitality industry alone and even just speculation [...]

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Time to tidy up finances as Chancellor eyes capital gains tax hikes

After a surprise review of the Capital Gains Tax, what does this mean for investors? How has this changed and how can you prepare?