👋 Planning for early retirement? Here's a tip that could save your strategy.
👉 Your retirement spending isn't a straight line. It's a "smile":
High in the early years (travel/hobbies/projects ✈️)
Lower in the middle years (relaxing ☕)
Spikes in the late years (care costs 🏥)
🧠 Most plans forget that final spike. Don't make that mistake.
Our panel, "Investing to retire early? Here's how," will show you how to build a portfolio for reality.
Moderated by Moira O'Neill you'll hear from experts
• Malvee Vaja - Chartered Financial Planner, Rathbones Group
• Helen Morrisey - Head of Retirement Analysis, Hargreaves Lansdown
• Craig Rickman - Personal Finance Editor, interactive investor
🎟️ Get your ticket: investorsummit.co.uk/tickets#Retirement#Investing#PersonalFinance#InvestorSummit#RAT@MoiraONeill@CraigRickman@Pension_Helen@RathbonesGroup@HLInvest@ii_couk
📢DON'T MISS OUT📢
Buy your ticket now for the exceptional @_investorsummit on 13/8/25 investorsummit.co.uk/tickets
Then plan your day with us learning from industry experts, wrt how to improve your ISA, SIPP, Pension & Investment returns potentially save yourself £10,000's in IHT
@edgreav and @ChewyTuite83 , joined by guest @ii_couk@CraigRickman, unpack the upcoming budget and what it means for your wallet. From potential changes to the cash ISA allowance to the impact of welfare cuts on state pensions, they break it all down. lnkd.in/dsvjMpAa
Our very own personal finance editor Craig Rickman, discussed the pending budget announcement this weekend just gone, on the Times Radio Breakfast show.
Click the link below to catch up 🔗
thetimes.com/radio/show/2024…
🧑🎓As the academic year comes to a close, students all over the country are collecting their A-level results.
Let's look at the different paths for those inheriting a Junior ISA, check out our latest article below👇
ii.co.uk/analysis-commentary…
Capital at Risk
#ResultsDay2024
Jeremy Hunt, will deliver his Autumn Statement to Parliament tomorrow.
He is expected to announce new measures around taxes and spending that could affect your household finances. 🏡
ii’s @CraigRickman shares his predictions.
(Capital at Risk)
#autumnstatement
interactive investor’s lunchtime webinar on the role of commodities in investment portfolios is live!
Hosted by the fantastic @MerrynSW
Panellists:
@EdConwaySky, WisdomTree Europe’s Nitesh Shah and Guinness Global Investors’s Jonathan Waghorn
youtube.com/watch?v=Ub6cFgpw…
What would have happened if you invested in these asset classes 20 years ago. Let’s take a 20-Year retrospective look at the power of portfolio diversification. That’s what this #datavisualisation from @ii_couk interactive investor is about. And there is a great article accompanying it:
ii.co.uk/analysis-commentary…
Highlights:
1️⃣ Portfolio diversification doesn’t just reduce risk, it improves your agility and resilience as an investor.
2️⃣ It cushions your investments from the ups and downs of individual corporate narratives, yet keeps you invested in powerful future long term trends.
3️⃣ Every time you rebalance your portfolio, you enhance your knowledge of the risks that exist and what your portfolio is exposed to
#InvestmentStrategy#PortfolioDiversification #FinancialGrowth#MarketInsights
Incredible day. I feel well and truly whacked. Thanks to everyone who kindly donated to @samaritans. If you’d still like to, link is here 2023tcslondonmarathon.enthus…
Some news. I've recklessly agreed to run this year's London Marathon.
Most importantly, it's in aid of @samaritans - the worthiest of worthy causes in my view.
If you'd like to make a donation, link is below. Cheers.
2023tcslondonmarathon.enthus…
For our penultimate HomeGames of 2021, @theactualpolson will be chatting to @PetronellaW, CEO @IQWealth. So much good stuff here: how to run a boutique WM firm, and providing financial education to vulnerable kids to name a couple.
Register here 👇
crowdcast.io/e/petronella-we…
Network request.
I need 2 West Ham tickets for a friend who has a terminally ill relative that might not get many more chances to go to a game.
Please rt and all serious suggestions gratefully received,
Thank you,
A x
Chat with a cat...
Keen to have a handful of discussions with the very best of the best of the advice sector on the subject of intergenerational planning/family wealth etc and what technology could potentially help with.
If you're up for it send me a DM.
Ta very much.
2 hours to go
This week on #HomeGames@langcatnat will be talking to @JustinKingCFP about marketing from a practitioner perspective, the logistics of building an in-office studio, and the professional set-up that is within advisers’ reach.
Join here -
crowdcast.io/e/hgjustinking/…