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Insight Financial Associates

July Market Commentary

July Market Commentary

Introduction Many of you will know the old stock market adage: ‘Sell in May and go away, and come on back on St. Leger’s Day.’ The theory was that with everyone out of London for the summer season there was little business to be done and the stock market drifted lower. These days, of course, …

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Charity Ball

Insight Financial Associates Masquerade Charity Ball in support of Soul Foundation

Earlier this year on May 10th, twelve colleagues from Insight Financial Associates slept rough for one night to raise funds for Soul Foundation a local charity that supports vulnerable people within the local community, ranging from feeding the homeless to offering support and mentorship to those released from prison. “We can’t do everything, but we …

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Financial Wellbeing

Financial Wellbeing

How is your financial wellbeing? Increasingly, people are talking about financial wellbeing. But what does it actually mean? Financial wellbeing is about having a sense of confidence and security around money. It’s about having enough money to meet everyday needs and being in control of your finances; having the financial freedom to make choices that …

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June Market Commentary

June Market Commentary

Introduction May was a relatively quiet month, virtually nothing of any importance happened at all. Well, apart from the European elections, Theresa May’s decision to stand down and the re-escalation of the US/China trade war. Not content with that, Donald Trump imposed tariffs on Mexico and Angela Merkel decided that her potential successor wasn’t up …

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Pensions

Will your DB pension be protected in the wake of the British Steel debacle?

The treasury has made a promise that since the mismanagement of private pension transfers from the British Steel Pension Scheme (BSPS), the Financial Conduct Authority (FCA) will make an effort to “stamp out bad practice.” So what exactly happened, and what comes next? Members of the (Defined Benefit) BSPS were given the choice to transfer …

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