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  • Pension income planning
    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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Home / Monthly Archives: July 2009

A stitch in time

International Women in Retirement Women in retirement account for a growing segment of the global population but, despite advancements in female workforce behaviour, an increasing percentage of elderly women are finding themselves facing poverty during retirement. Women working internationally can be particularly prone to finding themselves in a difficult situation when it comes to retirement. In today’s Western World there is a relative lack of options to accommodate women’s circumstances …

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Spotlight on Structured Products

The financial crisis has certainly put the spotlight on structured products. The collapse of Lehman Brothers and the subsequent news about retail investors losing their retirement money invested in Lehman structured products have certainly painted a negative picture of the derivatives-based investment vehicle. With this kind of publicity, one would have thought that structured products are out of favor. But this was not the case in 2008 when sales to …

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Are we nearly there yet?

In stark contrast to the beginning of the year, when stock markets wouldn’t stop falling, we are now seeing the opposite. It seems like only yesterday that we were fearing a banking collapse, the end of capitalism as we know it and the prospect of becoming the sequel to the Great Depression of 1930’s. Peoples’ perceptions about the depth and severity of this recession seem to change on the flip …

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What is QROPS – Qualifying Recognised Overseas Pension

Pension is a boring subject to most, unless you’re about to retire. But since 2006, there’s a buzz surrounding UK pension, an excitement generated by the coming of QROPS. So what is QROPS and why should you care? A QROPS is a Qualifying Recognised Overseas Pension Scheme that is recognized by HMRC. The benefits it provides to non-UK residents with UK pension schemes are huge. Prior to April 2006, it …

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12.5% Return

We are pleased to announce a new and exclusive product to Guardian Wealth Management clients. We have developed a unique product with Nomura Bank, which provides clients with the opportunity to benefit from 12.5% Growth Per Annum for up to five years. The Nomura Autocallable note is an exceptional flexible proposition, providing the potential of 12.5% growth per annum from three of the world’s major Stock Markets. This new and …

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