pension savings Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/pension-savings/ North Devon's Leading Wealth Managers Fri, 02 Aug 2024 12:04:09 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png pension savings Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/pension-savings/ 32 32 UK shares, Budget and what’s next? https://www.miltonpj.net/2024/08/02/uk-shares-doing-well-labour-budget-effects/ Fri, 02 Aug 2024 12:00:08 +0000 https://www.miltonpj.net/?p=11310 Good news in that the Bill about Investment Trust charges’ reporting is very much back on parliamentary agenda. Readers might recall the Election stymied the last attempt. Success would be a very useful outcome for holders of these investment vehicles and see reductions in discounts to asset values as well as open new investment opportunities […]

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]]> The politics of investment? https://www.miltonpj.net/2024/06/07/the-politics-of-investment/ Fri, 07 Jun 2024 10:45:56 +0000 https://www.miltonpj.net/?p=11252 So the Dow Jones pushed up again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here… what possibly could go wrong over there? How are investments similar to politics? Well, here’s one. Over […]

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]]> Why do some pension transfers take so long? Blame the ‘sludge’! https://www.miltonpj.net/2024/05/08/why-do-pension-transfers-take-so-long/ Wed, 08 May 2024 12:39:59 +0000 https://www.miltonpj.net/?p=11169 Clients often come to us wishing to transfer pension funds from previous employment into one consolidated pot so they can better manage their retirement fund – but the process can at times be a long one due to ‘red tape’. Anti-scam regulations – quite rightly there to protect people – can slow the transfer down […]

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]]> Are your retirement finances what you hoped for? https://www.miltonpj.net/2024/04/17/retirement-finances-what-you-hope-for/ Wed, 17 Apr 2024 12:13:03 +0000 https://www.miltonpj.net/?p=11163 A recent survey has found ‘retirees’ have around £131,000 in pension savings – half of what they had hoped for. The research by Standard Life found that pensioners-to-be had aimed for at least £250,000 in their pension pot, but the actual amount meant they were some £480 a month worse off in retirement. The Firm’s […]

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]]> A dubious watershed? https://www.miltonpj.net/2024/03/01/big-seven-now-dominate-us-stock-market/ Fri, 01 Mar 2024 13:32:48 +0000 https://www.miltonpj.net/?p=11082 So they have done it… the big seven US stocks have accounted for 75% of the gains of the whole US market this year, powered higher by Nvidia’s stunning results last Wednesday week. The biggest 10% count for 75% of the value of the whole market, the highest since the 1930s. That’s higher that the […]

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]]> Are you confident about your retirement plan? https://www.miltonpj.net/2024/02/07/are-you-confident-about-your-retirement-finances/ Wed, 07 Feb 2024 14:42:15 +0000 https://www.miltonpj.net/?p=11064 A recent study by Standard Life has shown that less than one in 10 of those aged over 65 feel confident about managing their retirement finances. Retirement is of course an uncertain time for many people, whether financially or simply the trepidation of entering the unknown and perhaps not knowing how you might spend your […]

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]]> Pension customers ‘overpaying’ thousands in temporary tax https://www.miltonpj.net/2023/05/10/pension-customers-overpaying-thousands-in-temporary-tax/ Wed, 10 May 2023 14:17:00 +0000 https://www.miltonpj.net/?p=10582 The post Pension customers ‘overpaying’ thousands in temporary tax appeared first on Philip J Milton & Company Plc.

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