News and Views


Keeping you up to date with what matters.

2 Jul 2019
Pre-Retirement Seminars

Pre-Retirement Seminars

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…

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18 Jun 2019
Demystifying Pensions

Demystifying Pensions

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…

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18 Jun 2019
Welcome Gail Craig

Welcome Gail Craig

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.  …

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3 Jun 2019
Investing to ‘do good’ in socially responsible funds can still be a challenge

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

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…

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24 May 2019
We’re Recruiting!

We’re Recruiting!

We have a vacancy for an experienced Portfolio Management Assistant (Dundee or Edinburgh) supporting our Portfolio Management team.  For full details, please see job description – Portfolio Management Assistant. To apply, please send your CV and a covering statement to Leigh Hudson, our HR Manager – lhudson@thorntons-investments.co.uk

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2 May 2019
Cold calls – protecting yourself from scams

Cold calls – protecting yourself from scams

We are all familiar with the nuisance associated with unsolicited cold calls, but these unwanted conversations can have more serious consequences. It’s an unfortunate reality that scams are becoming increasingly sophisticated, making it very difficult to distinguish a genuine caller from a fraudster, who can often appear completely credible and friendly.   Cold calling techniques…

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25 Apr 2019
Women and wealth – why it’s time to get active

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

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…

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23 Apr 2019
Pension auto enrolment – the end of the beginning?

Pension auto enrolment – the end of the beginning?

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)…

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15 Mar 2019
Finding some clarity amongst the confusion

Finding some clarity amongst the confusion

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…

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