All PPBs are provided by insurance companies, so in essence, they are insurance products. However, yet further categorisation comes into play here, as they are known in the insurance industry as insurance-wrapped investment products.
- Published On: May 30, 2023Categories: News
Today marked a significant turning point in the riveting saga surrounding Elizabeth Holmes, the once-celebrated founder and CEO of Theranos. After a highly publicised trial, Holmes finally has to turn herself into Poison at @2PM TX time today May 30th 2023 to start her 11 years sentence. This ended the remarkable rise and spectacular fall of a tech entrepreneur whose dreams of revolutionising healthcare were shattered by scandal.
Your pension is your asset, just like any other, So it's reasonable to expect that when you finally shuffle off this mortal coil, your pension doesn’t shuffle along with you, landing squarely in the tax man's pockets.
You may have at some stage in the past, between 2006 and now, transferred your UK pension to either a qualified recognised overseas pension scheme, QROPS or an international Self-Invested Pension Plan, SIPP. If you have, then this article is for you.
As we get older, our perspective changes, different things interest us, priorities shift and targets are adjusted.
- Published On: December 1, 2022Categories: Emotional Investing, Investing
The illusion that we understand the past fosters overconfidence in our ability to predict the future. We experience this all the time at Forensic Finance when in final consultations with clients, it can often be cathartic for someone to let go of past experiences to clear a path to recover a poor-performing portfolio.
- Published On: December 1, 2022Categories: Investing
How can we legislate to counter confirmation bias in our lives regarding investments?
We are all somewhat de-sensitised to it when these large numbers are constantly quoted. In a recent survey, people were asked if they understood the size of specific numbers. Here is how the survey worked.
- Published On: November 15, 2022Categories: Costs, Efficiency, Investing
Statistics show that as of 2020, there was some $56.92 Trillion invested in Mutual funds ( Statista) Over the last ten years, the amount of funds available on the market has increased by over forty per cent.








