News and Views | Thorntons Investment Management

2 Jul 2019

Pre-Retirement Seminars

posted by Thorntons Wealth Financial Planning Team
Private Clients, Blog, Charities

Thorntons Investments are delighted to announce that our Pre-Retirement Seminars are now available to book. Click here – https://www.eventbrite.co.uk/e/am-i-ready-to-retire-pre-retirement-seminar-tickets-64176371254. These informative seminars are free and are designed to help you explore whether you feel ready to retire, and also consider what this next stage of your life may look like. There will be a limited…

18 Jun 2019

Demystifying Pensions

posted by Thorntons Wealth Financial Planning Team
Private Clients, Blog

Why do Pensions get a bad rap? I think the honest answer is that after decades of the government tinkering with pension legislation we have been left with countless rules and regulations that few people understand. This lack of knowledge scares people and generally where you have fear, you have distrust. So, let me try…

18 Jun 2019

Welcome Gail Craig

posted by Matthew Brown
Blog, Private Clients, Charities

Thorntons Investments is delighted to announce the appointment of Gail Craig as a Discretionary Portfolio Manager. This appointment strengthens our Edinburgh Office where Gail will be responsible for managing portfolios for individual clients, pensions, offshore bonds, trusts and charities. Gail has over 25 years investment management experience and takes up the position from Brown Shipley. …

3 Jun 2019

Investing to ‘do good’ in socially responsible funds can still be a challenge

posted by Matthew Brown
Blog, Private Clients, Charities

People who care what their hard earned cash gets up to behind their backs and would prefer it to be ‘doing good’ have been turning in increasing numbers to ethical investment funds to generate a return on their savings. Faced with the range of ‘sustainable investments’ and ‘socially responsible’ funds available, knowing where to begin…

13 May 2019

You can have a decent retirement, but you must keep saving

posted by Matt Strachan
Blog, Private Clients

‘What did the Romans ever do for us?’ is the entrée to a classic Monty Python sketch. One of the things they did do is introduce one of the first recorded pensions, by way of an annuity to Centurions who had finished their service. Subsequently people relied on savings, or more likely being looked after…

25 Apr 2019

Women and wealth – why it’s time to get active

posted by Thorntons Wealth Financial Planning Team
Blog, Private Clients

Gone are the days when men made most of the financial decisions in a household. When I was growing up, my mum looked after the family and my dad looked after the finances, and this was certainly not uncommon. But things have changed and women should rightfully expect that the wealth management industry is keeping…

23 Apr 2019

Pension auto enrolment – the end of the beginning?

posted by Thorntons Investments
Blog, Private Clients

By most measures, the strategy of automatically enrolling eligible employees into a company sponsored pension scheme is regarded as a success. Before auto enrolment, employees had to ‘opt in’ to work based pensions but now the principle is that employees must make a conscious decision to ‘opt out’. A Department of Work and Pensions (DWP)…

15 Mar 2019

Finding some clarity amongst the confusion

posted by Thorntons Investments
Blog, Private Clients

In January 2018, the Markets in Financial Instruments II (MiFID II) rules came in to force. One of the outcomes was that all advisers must provide clients with a breakdown of the total costs and charges they pay for the investments they hold. These disclosures are required whenever we provide our clients with a new…

14 Mar 2019

UK Government Spring Statement 2019

posted by Thorntons Investments
Blog, Private Clients

There can seldom have been such little interest in a set piece UK Government announcement as was afforded the Chancellor’s Spring Statement yesterday. Large spaces on the green benches in the House of Commons, reduced to an afterthought on the main news channels last night and a lack of column inches in today’s newspapers tells…

18 Dec 2018

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In Your Shoes – Susan Bennett

posted by Thorntons Wealth Financial Planning Team
Blog, Private Clients

(This article first appeared in the Dundee & Angus Chamber of Commerce website, 17th December 2018). Monday Well its Monday morning. I skip into work feeling very smug with myself as I have spent the weekend writing Christmas cards and wrapping gifts. I smugly tell my Financial Planning Colleagues I think I am ready…

AJ Bell: