News &
Financial Updates

Tips For Effective Intergenerational Financial Planning

Traditionally parents would bequeath their assets to their surviving spouse and subsequently their children. But, as we live longer, there are increasing opportunities to use intergeneration financial planning which includes grandchildren and great grandchildren too.

Protect your pension pot post pandemic

Pension savers and investors have seen the value of their pots tumble due to the coronavirus epidemic – but there are ways to mitigate against future falls.

Support for the self-employed

HM Revenue and Customs (HMRC) has begun contacting customers who may be eligible for the government’s Self-Employment Income Support Scheme (SEISS).

Avoiding bear traps

Looking at the FTSE 100‘s movements in the last few days, most commentators believe that we may be seeing a bear trap right now.

New coronavirus business support finder tool

The Government has published a new ‘support finder’ tool to help businesses and self-employed people to determine what financial support is available.

Coronavirus: Stay calm and do not rush financial decisions

Regulators have urged savers to keep calm and not rush to make any decisions about their pension in response to the coronavirus (Covid-19) pandemic.

Pension Changes for the Tax Year 2020/2021

While pension tax relief remained untouched in the recent Budget, there were several other key changes that may impact your pension plans for the forthcoming tax year.

Market Commentary

Monthly Market Commentary – April 2020

A look back at markets in April, when shares rebounded supported by stimulus measures and hopes that lockdowns could ease.

Monthly Market Commentary – March 2020

A look back at markets in Q1 2020 when the spread of coronavirus across the world saw stock markets fall sharply.

Monthly Market Commentary – February 2020

A review of markets in February when stock markets fell sharply amid worries over the spread of coronavirus.

Quarterly Reports

Quarterly Portfolio Review Q4 2019

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Quarterly Portfolio Review Q3 2019

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Quarterly Portfolio Review Q2 2019

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Finance in the news

Finance in the News – w/c 01.06.20

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 25.05.20

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.