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Cold Calling Ban
Rishi Sunak has recently announced plans to expand the ban on cold calling to cover all financial and investment products. This move is...

Steve Petrie
May 22, 2023


End Of The Road For Rate Rises?
The Bank of England has once again made waves by raising interest rates for the 12th consecutive time, reaching an impressive 4.5%. Some...

Steve Petrie
May 17, 2023
![The unSecret Adviser [11 May '23]](https://static.wixstatic.com/media/c1f101_6c3c84eefd57412889885a2d85e5725d~mv2.png/v1/fill/w_250,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/c1f101_6c3c84eefd57412889885a2d85e5725d~mv2.webp)
![The unSecret Adviser [11 May '23]](https://static.wixstatic.com/media/c1f101_6c3c84eefd57412889885a2d85e5725d~mv2.png/v1/fill/w_292,h_292,fp_0.50_0.50,q_95,enc_avif,quality_auto/c1f101_6c3c84eefd57412889885a2d85e5725d~mv2.webp)
The unSecret Adviser [11 May '23]
A meeting packed day in London, navigating rush hour trains for the first time in a while. As I await the arrival of the Elizabeth Line,...

Steve Petrie
May 11, 2023


The Rise & Fall Of Neil Woodford
In a seemingly reassuring announcement, the Financial Conduct Authority (FCA) recently unveiled a redress scheme aimed at providing...

Steve Petrie
May 8, 2023


market #intelliGENce May 23
A detailed analysis of what's been moving markets over the last month In a nutshell Calm after storm, but watch out for tighter credit...

Steve Petrie
May 4, 2023


Are Your Savings Safe?
The FSCS compensation limit for bank deposits could be increasing soon. In the meantime, those concerned may want to take a look at the...

Steve Petrie
Apr 24, 2023


I've Started So I'll Finish
We’ve covered the new pensions rules announced in the Budget in some detail in previous posts however the changes as announced threw up...

Steve Petrie
Apr 17, 2023


Finance > Maths = Success
In January, Rishi Sunak announced he wants all students in England to study maths until the age of 18 to "better equip them for the...

Steve Petrie
Apr 13, 2023


market #intelliGENce Apr 23
A detailed analysis of what's been moving markets over the last month In A Nutshell Silicon Valley Bank and Credit Suisse spark concerns...

Steve Petrie
Apr 6, 2023


Pensions Change: Rationale Uncovered
The Spring Budget headline was unquestionably the scrapping of the lifetime allowance charge from the start of the new tax year and the...

Steve Petrie
Mar 30, 2023


Out Of The Ashes
In the Spring Budget on 15 March 2023 key changes to pension allowances were announced. The changes relating to the 2023/24 tax year were...

Steve Petrie
Mar 27, 2023


Spring Forward, Fall Back
Rishi Sunak’s re-election strategy was clear to see in Jeremy Hunt’s second budget. Here are the headlines and key takeaways from...

Steve Petrie
Mar 16, 2023


"and like that...its gone!"
In a shock announcement, Chancellor Jeremy Hunt has abolished the pension lifetime allowance. This comes after previous Chancellors,...

Steve Petrie
Mar 15, 2023


QED for young women on IWD
Scottish Widows have done a fantastic job on International Women’s Day highlighting the Gender Pension Gap with front page banners in...

Steve Petrie
Mar 8, 2023


market #intelliGENce Mar 23
A detailed analysis of what's been moving markets over the last month In A Nutshell Markets reassess their 'risk on' positioning Previous...

Steve Petrie
Mar 8, 2023


Goodwill Hunt None
Chancellor Jeremy Hunt is preparing to deliver his second fiscal set piece as we continue to grapple with soaring inflation rates, record...

Steve Petrie
Mar 7, 2023


It's Tax Year "end" Time Again
In between arranging last minute ISA applications, I started a tax year end article then stopped. I realised it's now over a year we've...

Steve Petrie
Feb 27, 2023


Collectives v Bonds
After the ‘excitement’ of the Autumn Statement and everything that preceded it, where do the various tax changes and reversals leave the...

Steve Petrie
Feb 16, 2023


market #intelliGENce Feb 23
A detailed analysis of what's been moving markets over the last month In a nutshell Inflation numbers continue to fall China gradually...

Steve Petrie
Feb 6, 2023


You Can Call Me Hal
2001: A Space Odyssey introduced us to HAL 9000, an artificial intelligence capable of a range of human skills including speech, facial...

Steve Petrie
Feb 1, 2023
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