Understandably, the topic on many people’s minds is elections. Given the UK General Election on the 4th of July, we have been getting asked more frequently how any result is likely to impact investment markets, and therefore an investment portfolio. We know uncertainty leads to volatility in investment markets. Investment markets are forward-looking hence known …

The government has announced that it will put legislation in place to allow parents and carers to apply for National Insurance Credits where they have not claimed Child Benefit, to ensure that people do not miss out on their State Pension entitlement. In most cases, you can get a full State Pension if you have …

The end of 2023 saw positive news in markets, despite experts predicting doom and gloom for the economy at the start of the year. Inflation came in lower than expected and markets speculated that major central banks could cut interest rates through 2024. The Federal Reserve Bank set the table for as many as 3 …

We are delighted to announce that we have made the 2023 New Model Adviser Top 100 list for the 12th year in a row! There is only one other company (in addition to Eldon) to feature every year since the inception of Citywire’s accolade. Citywire’s New Model Adviser® magazine provides news on personal and business development and …

On 1st October 2023, the McCloud remedy regulations came into force to remove age discrimination across public sector pension schemes. What is the McCloud judgment? In 2010, the government determined that the cost of public sector pension provision was not sustainable and in 2015, reforms were made to public service pension schemes, which meant some …

Gemma’s been out and about recently at the local St Francis Junior school in Newton Aycliffe as part of their brilliant Believe & Achieve Day. The day was a huge success for all and saw Gemma talking with students about Financial Planning as a career option, skills needed, pathways into it, and her own career …

We are extremely proud of our ‘skydiving team’ who successfully completed their 15,000ft skydives at Shotton Airfield on the morning of Sunday 25th June. A huge thank you to the team at SkyHigh Skydiving who kept them all safe and to each and every one of you who has sponsored them. Eldon will be matching …

The new chancellor, Jeremy Hunt, revealed the Autumn Statement on the 17th November. A summary on the headline points is provided below: State Pension The Triple Lock for the State Pension is being reinstated, with State Pensions receiving the full inflationary increase of 10.1% (September 2022 CPI measure). As a result, the full flat-rate State …

People are being encouraged to take action to trace their lost pension pots, with almost three million pots worth a total of £26.6 billion not currently matched to their owners. The Pensions Policy Institute has published a briefing note which shows that the scale of lost pension pots has increased by £7 billion from 2018 …

Rising inflation has been a theme of 2022, and September’s inflation figure has now been announced, with the Consumer Price Index (CPI) at 10.1%. According to the Office for National Statistics, this has been driven by increases in the price of food despite declines in fuel prices. September’s CPI is a significant figure, as each …