Careful planning can help lift burden of paying for your care. Meeting the cost of care in your old age, whether in your own home or a nursing home, is becoming a growing issue. Read more >

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During a divorce it is relatively easy to value and divide assets like property, savings and investments, but what about pensions? Pension funds can be very valuable, but what are the options for using them or claiming a share? Read … Continued

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FSA warns of ‘complex, bundled products’ with ‘opaque structures’ and ‘risks that are difficult to assess’. The Financial Services Authority has recently compiled a list of what it refers to as “warning signs” that it believes will help identify financial … Continued

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Selecting appropriate strategy amid volatility of markets should be decided from start. Ultimate goals key to determining level of investment risk. Read more >

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New financial planning practice formed after Thomson Shepherd buyout. Read more >

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Managers of financial planning firm Thomson Shepherd have bought the business from its owners for an undisclosed sum. The six-strong team led by managing director Gordon Wilson bought the business from Skipton Building Society, which took a 75 per cent … Continued

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31st May 2011

Tracker Funds

The first quarter of 2011 saw investments in tracker funds reach £824m – a record high. This is a six-fold increase on the £130m invested in Q1 2010. At Carbon, we invest in trackers as a core portfolio holding to … Continued

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Read this article on the ft.com website.

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No evidence absolute-return funds delivering on promises. The marketing departments of fund providers attempt to create products with clever names designed to tap into investors’ emotions. Read more >

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American research provided guiding principles for success in markets. As the Scottish oil and gas community converges on Houston for the annual OTC show, it is perhaps appropriate to reflect on what the US has brought to the world of … Continued

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