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Insight Financial Associates

Savings

How safe are your savings?

With your capital tucked away in savings accounts, investments and mortgages, you’d assume that there is some kind of protection in place. But exactly how safe are your savings in the event of, for example, an authorised financial services firm going bust? That’s exactly what happened during the 2008 banking crisis, and UK taxpayers had …

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Pensions

Is it time to cut out the jargon from pensions?

People simply aren’t saving enough into their pension funds. Despite the relative success of the auto-enrolment rollout and the increase of minimum contributions from 5% to 8%, there’s still a culture of misunderstanding surrounding pensions. With a reported 51% of the public believing that the minimum contributions are in line with the recommended rate of …

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Financial Market

April Market Commentary

Introduction We have commented before on the difficulty of ‘hitting a moving target.’ Sometimes in writing this commentary you run the risk of what you write being overtaken by events, and that has never been truer than this month. In the short time between us publishing notes and you reading them it is possible that …

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Golf Day

Insight Charity Golf Day 2019

We are delighted to invite you to our Annual Golf Event for 2019, which is taking place on Thursday 12th September at the Sprowston Manor Golf and Country Club. The event will commence at 12pm where you can enjoy a bacon roll with a shotgun start arranged for 1pm, and finishes with a delicious three-course …

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Market Commentary

March Market Commentary

Introduction February was another month when all the important news seems to happen in the last week of the month. President Trump delivered the annual State of the Union address on February 6th and announced a second meeting with North Korea’s Kim Jong-un. The two duly met up in North Korea three weeks later, only …

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Wha is a partial transfer?

What is a partial transfer?

The contents of this article are for information purposes only and do not constitute individual advice. You may have a defined benefit pension and be aware of pension transfers but not have heard of partial transfers. A partial transfer is a pension option that allows you to transfer a portion of your retirement fund to …

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February Market Commentary

February Market Commentary

Introduction The story of the US/China trade dispute was a thread running through much of last year. Some progress was made in resolving the dispute at December’s G20 summit and that appeared to continue in January with China saying it is ‘ready to work’ with the US. Donald Trump confirmed this, describing a telephone conversation …

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