Cansdales Ltd publishes newsletters periodically on a variety of subjects. We also provide a summary of the investment markets, both past and present, which might be useful to both you, your family and friends.
Our newsletters can be accessed from the links on the left hand side of this page.
The benefit of advice
According to recent research, £13 billion of investors’ money is languishing in poor performing investment funds. Having your investments with a limited number of investment companies, banks or other institutions will limit your ability to ‘cherry-pick’ good fund managers from bad.
What is important is having the facility to make fund switches straightforward and cost effective allowing you to change a fund as and when necessary, with the greatest of ease.
With the advent of fund supermarkets and wraps there really is no reason for not holding a selection of the best funds available in your portfolio. In addition, one of the cornerstones of our service proposition is managing, reviewing and, where necessary, making ongoing changes to your investments to ensure they continue to meet your objectives.
If you are not benefiting from this or need a professional review of your investment portfolio please contact John Thornton on 01494 765428 or email firstname.lastname@example.org. Your initial meeting with us is complimentary.
Cansdales Ltd can help you to construct, maintain and review your investment portfolio. We have the tools to review your current investments, create a personalised profile to match your attitude to risk to choose investments and to formulate an appropriate combination of investments to suit your own objectives.
November 2019 November Newsletter 129
August 2019 August Investment Update 128
June 2019 June Newsletter 125
June 2019 Letter From Neil Woodford June 2019
April 2019 April Investment Update124
February 2019 February Investment Update 123
December 2018 December Investment Update 122
October 2018 October Budget and Investment Update 121
July 2018 July Investment Update 120
June 2017 June Investment Update 115
March 2017 Budget Summary 114
June 2016 Referendum Special – 110
April 2016 April Newsletter – 109
Budget Summary 2016 Budget 2016
February 2016 No 108 February Newsletter 2016
Pension Limits No 107 December Newsletter
China crisis adds volatility to investment markets – but do not panic. No 106 August Newsletter
Post election changes and pensions update on new freedom rules No 104 June Newsletter 2015
IMPORTANT If you are over age 55 this may be of interest to you. No 103 February Newsletter 2015
2015 will be a year of big changes for pensions. Plus a view on investments for the coming year. No 102 January 2015 Newsletter
Never saw this coming – what a change or is it? New opportunities you must consider before taking your pension. No 101 October Newsletter
A summer lull in investments and what is the future for interest rates. No 100 June Newsletter
A radical budget this year 2014 with changes to pensions that need to be understood. No 99. April Newsletter
Changes to Pension Allowances 2014 and Share Class changes to investments. No.98 January 2014 Newsletter
Single Tier State Pension and Workplace Pension reforms. No 97 November 2013 Newsletter
FSA becomes the FCA, inflation and cash investment and changes to pension allowances. No 96 May 2013 Newsletter
Auto Enrolment and the new ’employer duties’ how it can affect your workforce. Plus changes in Investment Drawdowns and our thoughts on investing in 2013.
No 95. February 2013 Newsletter
The Autumn Statement 2012 and its impact on Allowances and Drawdowns.
No 94. December 2012 Newsletter
The Retail Distribution Review (RDR) and how it affects you and your relationship with Cansdales Ltd.
No 93. October 2012 Newsletter
How pension income/annuity rates could change in 2013 following the ECJ ruling on unisex rates. Plus investment update July 2012.
No 92. July Newsletter
New ISA limits for 2012/2013 and Pensions auto enrolment
No 91 May Investment Update
Tax Free Cash, Annual Allowance and Lifetime Allowance – Some changes are afoot that could affect you should you take no action before the end of March 2012.
No 90 Pension Update
Update on current markets and introduction to our Senior Service
No 89 Autumn Investment Newsletter
2012 could well be an “Olympic year” for you, if you do not take action. All employers need to be aware of the new pension legislation.
Pensions Reform 2012