01278788646 enquiries@pwcltd.co.uk

June 2019 update

3rd June 2019


Sell in May and go away? In 2018 that strategy would have worked quite well given 22 May 2018 remains the most recent all time high of the FTSE 100. As ever, the challenge of timing the market is knowing when to buy back. Our investment commentary explains more about how mis-timing the market can seriously damage your returns.

As well as our normal work in May we have seen a spike in enquiries owing to:

  1.  The issue of Costs & Charges disclosure documents for the first time, particularly relating to Aegon, formerly Cofunds;
  2.  The decision of Aegon and Legal & General to remove Legal & General products from the Aegon platform;
  3.  Forthcoming changes to the investment aims of the Prudential PruFund Cautious.

You can read more about 2 & 3 in our Fund Bulletin, and we sent out information in March 2019 to all clients concerning item 1.

You can read our latest commentaries here.

      CII Chartered logo

Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 http://www.fca.org.uk/register.

Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.

Neither Positive Wealth Creation Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.