Insights and Events

Insight

Why professional advice matters if you’re thinking of transferring a pension

Transferring a pension could potentially be a smart financial move but only when you have a full understanding of the implications

30 May 2025 Emma Rivers

Insight

Trump Europe tariff plans add risk for investors

President Trump's proposed 50% tariffs on EU imports introduce significant uncertainty for investors and show the unpredictability of international trade negotiations

29 May 2025 Sophie Westwood

Insight

Pension transfers and retirement planning. An example scenario

When it comes to retirement planning, many people find themselves juggling multiple pension pots, unsure of where they stand or what to do next. Professional pension advice can bring clarity and confidence to your financial future  

23 May 2025 Andy King

Insight

Managing career and financial uncertainty in volatile times

Periods of political, economic and market instability often raise big questions for business leaders, not just about company strategy, but about their personal finances too

23 May 2025 Mickey Armstrong

Insight

Maximising cash savings: Are there alternative options to bank accounts?

The Evelyn Partners Cash and Cautious Bond Portfolio can offer competitive returns tailored to your investment needs

23 May 2025 Ian Kenny

Insight

Why care funding is under pressure – and what it means for personal injury claimants and their care costs

Council and NHS funded care faces challenges from stretched budgets and increasing public need. For personal injury claimants, it makes managing their funds more important than ever

16 May 2025 George Uglow

Insight

What sets Evelyn Partners’ Index MPS range apart from other index investment products?

Evelyn Partners’ Index Managed Portfolio Service (MPS) combines various index tracking funds to create diversified portfolios, benefiting from active asset allocation while maintaining low costs

16 May 2025 Dan Caps

Insight

Should I transfer my pension? The benefits and drawbacks

By the time you retire, you could have multiple pension plans. Different schemes can have different charges, features and rules, making it difficult to decide whether transferring them is the right option

15 May 2025 Andrew King

Insight

How can entrepreneurs maximise their investment post-funding rounds

The Cash and Cautious Bond portfolio can offer a better alternative to traditional corporate savings accounts and reduces the hassle of managing multiple deposits

09 May 2025 Christopher Henderson