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Wealth Perspectives – Winter 2015

Welcome to the latest edition of our client magazine, Wealth Perspectives.

Click here to download this issue.

This edition of Wealth Perspectives brings you the views of Industry experts, from leading Pension and Investment companies, on the issues that affect your finances.

Keith Carby, Chairman and CEO of CAERUS Capital Group, acknowledges the massive advances in communications, technology and systems – for good, and not so good – but concludes that ‘face to face’ is still predominantly the better option.

Simon Brett, Chief Investment Officer at Parmenion Investment Managers, reviews the key world economies.

Dougy Grant, Protection Director, Aegon, reminds us that the need to replace income does not only occur when we retire.

Richard Purcell, Head of Technical Marketing at VitalityLife, explains how technology can assist in monitoring the effectiveness of our essential fitness regimes.

Nicola Robinson, Corporate Communications Manager at Parmenion considers the impact communications technology is bringing to delivery and servicing in the Financial Services sector.

Les Cameron, Head of Technical, Prudential, offers his ‘half-term report’ on the impact of the initial changes brought about by the pension reforms introduced earlier this year.

Jon Gwinnett, Pensions Technical Manager, Nucleus, uses a case-study to highlight the potential tax charges associated with the new pension options.

If you wish to discuss your finances or any of the issues raised in this edition of Wealth Perspectives, please do get in touch.