Brunsdon Financial’s Lisa is on the run again!
‘Fresh’ from her Barcelona ‘IRONMAN’ challenge in October, in which she completed the gruelling 2.4 mile swim, 112 mile cycle ride and 26.2 mile marathon in 12 hours, 32 minutes,…
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Posts by Dave Morman
Five reasons not to consolidate small pension pots
Automatic enrolment into workplace pensions and the prospect of the pensions dashboard are just two reasons savers may want to ‘tidy things up’ by consolidating their smaller pensions into one…
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Pensions freedom: New rules to give consumers more protection
At the beginning of this year, the Financial Conduct Authority (FCA) announced new rules and plans to help make pension choices clearer for over-50s, which it said will help up…
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If you want a comfortable retirement, this is how much you’ll need
It seems like every week a different institution weighs in with its predictions for the amount we’ll need to put away if we want to enjoy financial comfort in retirement.…
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Four steps to keep track of your pensions
A recent study has revealed the worrying statistic that over a fifth of all people with multiple pensions have lost track of at least one, with some admitting to have…
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Women’s state pension age will never go ‘Back to 60’
The campaigning group, Back to 60, has lost its fight at the High Court to reverse the Government’s decision to equalise men’s and women’s state pension age. It was seeking redress…
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Reassurance: no exposure to Woodford
Mark Shields, Investment Manager with the Multi-Asset team at Brooks Macdonald, and responsible for the management of the IFSL Brunsdon Adventurous and Cautious investment Funds explains … “Brooks Macdonald has…
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Let’s talk about you: Cotswold Life Article
(Reprinted from the original article which first appeared In Cotswold Life magazine) Marcus Gomery is Managing Director of Gloucester-based Brunsdon Financial. With a recent rebrand, ever-more focused on the client,…
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Labour’s new promise
The Labour Party has recently made some extravagant election manifesto pledges, including the promise to introduce a four day working week! But one which seems to have slipped in under…
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More than half of SMEs plan to expand benefits offering
Global life assurance company MetLife’s recent survey of firms employing between 50 and 300 staff found that more than half (55%) are planning to increase the benefits they offer staff…
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