John Whitehead

Welcome to The Investor – 121

Written by Sally-Anne Rogers

As this magazine went to press, the contents of Chancellor Rachel Reeve’s first Budget were still unknown. But multiple commentators anticipated an increase to many people’s tax burden, and as you’re reading this, you may be facing some significant changes to your finances.

Such times can often feel destabilising, so having the right support in place can be so challenging – and how to steer a clear path through.

The ever-changing nature of our finances is one of the reasons why learning about money isn’t just something that happens in childhood. In our article on page 14, we look at how our financial education continues throughout our lives, as we take lessons from family, friends, advisers and even social media.

Elsewhere, we highlight the steps families need to take to ensure loved ones with a learning disability will always be protected financially.

Page extract from The Investor 121

We also explore what’s been happening with global stock markets – and what that means for your investment portfolio. Plus, there’s an explainer on annuities: what they are and whether they’re worth considering for your retirement income.

We hope you find the issue insightful and informative.

You can view your copy here.

Liz Kelly
Chief Corporate Affairs Officer, St. James’s Place

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