Quarterly Newsletter, March 2022
This quarterly newsletter is designed to give Vanguard LifeStrategy investors an insight into how the funds are constructed, how they’re performing and what’s been happening in the global economy and world markets.
The Vanguard LifeStrategy Funds are single-fund solutions designed to meet a range of investors’ needs. Each of the five funds has a different target weighting of equities and bonds, with the aim of delivering a range of risk and return outcomes for investors.
Vanguard regularly rebalances the funds to their target allocations to ensure that they continue to meet investor needs. This means investors can focus on working with their advisers to review their goals and circumstances, confident in the knowledge that the target weightings will stay on track.
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George Richardson wins Cii Young Achiever of the Year
George Richardson of MAC Financial won the Chartered Insurance Institute (Cii) Young Achiever of the Year Award 2024, celebrating his accomplishments in the financial sector.
Samantha Hall joins MAC Financial
MAC Financial has appointed Samantha Hall as an Independent Financial Adviser. Her appointment boosts the number of advisers who are qualified to give advice to eight.
MAC Financial boosts qualified adviser team
MAC Financial is proud to announce the promotion of Christopher Biddulph to Pension Adviser.
How to boost your UK NI contributions
MAC Financials’ Independent Financial Advisor, Kinry Glassey, explains how it is possible to purchase additional UK National Insurance contributions, which could boost your UK State Pension.
Acquisition of the insurance broking business of AON (Isle of Man)
The combination of Aon’s insurance broking business with the MAC Group will result in a market leading local broker of a scale that will be of long-term benefit to all clients. The sale of the business to MAC Group was completed on 31 January 2023....
MAC Group adviser success
MAC Group are delighted to celebrate the recent exam success of Ed Walter, Head of Private Client Advisory at MAC having passed the Level 6 Advanced Diploma in Financial Planning and becoming a Chartered Financial Planner. Reaching chartered...
Financial Planning in Volatile Times
Every day seems to bring more news about challenges in the economy with negative impacts on financial markets. What does this mean for your pensions and investments and what should you do about it? What's happening? Markets are currently reacting...
Do you have an old pension that needs some attention?
If you have worked for more than one employer who offered a workplace pension over your working years, then it’s possible that you have a workplace pension which you no longer contribute to. We refer to this as a frozen pension. If you are...
The Russia-Ukraine War and the Financial Institutions insurance market
Gallagher Update: Global insurance losses from the Russia-Ukraine war could range from USD 16 billion to USD 35 billion, with reinsurers expected to assume 50% of those claims, according to a report published by S&P Global Ratings1. There are...