Excellence in Business Strategy

The judges described us as “worthy winners, with a straight-to-the-point strategy – to set out with great clarity some real visions and business objectives that are soundly based and achievable.”

Investment
Beautiful woman traveler climbs uphill with a dog on a backgroun
Shielding protection cover from inflation

At a glance The longer a policy is in place, the greater the risk inflation will erode the real value of a fixed benefit. Index linking (linking the policy value to inflation) can help the payouts keep pace with rising costs. Financial advice can ensure you take out the right protection cover for you and […]

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Insights
happy retired people
Pensions and IHT: the ‘double tax’ trap

At a glance From April 2027, most unused pensions and death benefits will fall into estates for IHT purposes. In some cases, inherited pensions may be subject to both inheritance tax (IHT) and income tax. If you pass your estate to a spouse or civil partner, it’s IHT free. There are financial planning opportunities such […]

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Insights
Investor Watching The Change Of Stock Market On Notebook
Investment Insights: The ‘curse’ of the winner

Welcome to the latest issue of our quarterly investment insights newsletter from Chief Executive Officer for Investments Justin Onuekwusi. The winner’s curse The danger of chasing past performance In the 1970s, researchers at an oil company noticed something strange about auctions for drilling rights in the Gulf of Mexico. The companies winning the auctions were […]

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