Roger Pearce & Associates

Investments: With the turbulence of financial markets it can be hard to know what to do. Omnis Investments have produced this commentary revisiting tried and tested principles applying them to today's world.

Roger Pearce & Associates - Investments: Weathering stormy investment conditions In the face of soaring inflation, rising interest rates and disruption to global supply chains, it’s been a bumpy ride for investors so far this year. Here we give our views on some of the questions investors have about markets at the moment and explain why it’s important to maintain composure a...

While understanding the financial markets does not address the humanitarian crisis in Ukraine, this article does help outline some of the financial shockwaves that are going to be felt across the globe.

Thank you to Omnis Investments, Schroders, Fidelity Investments, T. Rowe Price & Somerset Capital Management LLP for producing this piece.

https://www.rogerpearceandassociates.com/blog/how-russias-invasion-ukraine-has-impacted-markets/

Omnis Investments provide their thoughts on rising interest rates, tension surrounding Ukraine and the perceived consequences for the investment markets.

If you are going to read something about investments this month. This is a good place to start.

https://www.rogerpearceandassociates.com/blog/omnis-managed-portfolio-service-february-update/

Omnis Investments have produced their Investment Outlook for 2022.

Its probably aimed at the more avid investor. But if you have a quiet weekend it provides insightful outlooks on:

- Covid-19: Pandemic to endemic
- Global supply chain disruptions
- Labour Markets
- Policymakers step back their support
- Businesses & Households spend their savings

Have a great weekend,

The Team @ Roger Pearce & Associates

https://www.rogerpearceandassociates.com/investments/

Omnis Investments look back at the highs and lows of 2021 in which 'many indices posted double-digit gains following successful vaccine rollouts and the easing of lockdown restrictions'

Take a few minutes to reflect on what a mad year it's been.

https://www.rogerpearceandassociates.com/blog/investments-2021-year-markets-bounced-back/

Investments: Inflation and the Omicron variant dominated headlines and market activity in December. Find out more in our monthly summary.

https://www.rogerpearceandassociates.com/blog/investment-update-inflation-and-omicron-set-scene-investors/

The Openwork Partnership Talking Points: This article covers
- Where to invest to beat inflation
- Equity Release
- HMRC's drive to digitise
- When will interest rates change
- Compensation for victims of fraud

https://www.rogerpearceandassociates.com/blog/talking-points/

Investments: A great article from the team at Omnis Investments explaining the difficulty and downfalls of trying to time the market.

https://www.rogerpearceandassociates.com/blog/challenges-trying-time-market/

Working out how long your pension pot will need to last is worth thinking about sooner than later

https://www.rogerpearceandassociates.com/blog/can-your-pension-sustain-your-retirement/

Download our Social Care: Reform and Funding summary to find out what the changes mean to you

- Government reforms to social care will impact those entering care in England from October 2023.
- The cap for full self-funding will rise to £100,000 from £23,250.
- The lower end means test capital limit will rise to £20,000 from £14,250.
- A total lifetime fee cap will initially be set at £86,000.
- A new ‘Health and Social Care Levy’ (HSCL) of 1.25% will be added to national insurance contributions for 2022/23. From 2023/24 this will be a separate charge enabling the HSCL to be levied on employees and the self-employed over state pension age (SPA).
- Dividend tax rates will rise by 1.25% from 2022/23

https://www.rogerpearceandassociates.com/blog/social-care-reform-funding/