Bassline Episode 9

Posted on: 18 Nov 2022

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By definition, most of our clients are fortunate have accumulated pensions, savings and investments through their lives, but where did they start and how did they get those good habits? Often it’s the encouragement of friends and family. This month’s baseline listens into a conversation with Jack Williams, senior consultant at Cavendish Ware and the 23-year-old daughter of our usual host Dave Wallace. Listen out or even better, get your kids to listen to some great ideas.

Why women are still missing out

A few articles came out last month about the size of the gender pension gap including one from the Pension…

5th April – all change on the tax front

After much trialling the Chancellor has announced a few significant changes in the budget which will impact planning for some…

Review of 2023 and Outlook for 2024

As usual 2023 was another “interesting year” and both markets and economies did not meet market consensus expectations, with equity…

Dodging Dark Data – Dave shares a dark secret!

It turns out that I have a terrible habit. I caught an acquaintance peering at my phone the other day.…