Author: Mark Penston

15th February 2017

Cofunds One of our preferred platforms for investments has been sold to Aegon. We are told that terms for our Cofunds clients will be maintained or enhanced so we keep…

The trouble with death… 15th February 2017

The trouble with death… The recent Supreme Court hearing of the Denise Brewster case should remind us that the financial protection that we thought we had if a loved one…

Congratulations to Rob 9th February 2017

Congratulations to Rob for being accepted by Resolution as a pension on divorce expert! That makes two of us, with Jeremy and Victoria currently going through their assessment.

How much is enough, and will the money run out? 1st January 2017

A recent article in the Telegraph (December 2016) reminded me of a common fear that we come across, particularly when meeting clients for the first time who are seeking…

So, what do we do? 12th September 2016

Although we regularly write articles on a wide range of financially related topics, we’ve never really addressed the question of what we actually do for our clients. Some readers will…

WS v WS: Pensions experts’ review: The case for pension experts 5th February 2016

WS v WS: Pensions experts’ review: The case for pension experts The case for pension experts In the recent case of WS v WS [2015] EWHC 3941 (Fam), a judgment was…

Things to do in the New Year 21st December 2015

“I’ve been meaning to ask about this for ages” is a statement often heard in our meeting rooms! Dealing with your finances is one of those important, but not urgent,…

Pensions & Employer Auto Enrolment 14th December 2015

Pensions & Employer Auto Enrolment The law on workplace pensions has changed and every employer with at least one member of staff now has new duties including automatically enrolling eligible…

Things you wanted to know about pensions and pension sharing but didn’t want to ask 2nd November 2015

Things you wanted to know about pensions and pension sharing but didn’t want to ask Here Mark Penston explains the ins and outs of this subject. Mark will also attempt to…

I should have bought more Lego! 14th September 2015

I should have bought more Lego! As the last few weeks have demonstrated, investment markets can be unpredictable. The recent fall in the Chinese stock market (down about 40% at…

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