The Personal Investor

This week in the markets: correction or rotation? Volatility in the tech sector has so far not translated into a broader based market fall. But it sets up a nervous backdrop to a crucial week in the US as mid-term elections give Americans their first opportunity to pass judgment on Donald Trump’s second term.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Today on the show - Tom Stevenson is here to run the rule over the Budget - the annual financial statement from the government that was delivered this week. There’s news on ISAs and tax on income from savings and property - how will the measures announced impact you? 

Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

Today on the show - Jemma Slingo helps us examine whether pensions are still the best home for your money if you expect that money to be passed on to your children. Upcoming changes mean inheritance tax could be charged on unspent pension money you pass on - we’ve got the numbers to show the impact it will have.  

Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

This week in the markets: in a very busy week for market watchers, the oil price, inflation, interest rate decisions, a torrent of key earnings announcements and the UK’s autumn Budget will vie for investors’ attention.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Today on the show - we welcome Bec Wilson to the pod. Bec is an author and podcaster who is behind the hugely popular Epic Retirement Club on Facebook. She’s here to share the six principles you need to build your own epic retirement.

Ed Monk is joined by Bec Wilson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

This week in markets: after a bumpy few days for equities, earnings season could restore investor confidence.

Fidelity’s Jemma Slingo reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Today on the show - Jemma Slingo is here to walk us through the government’s proposed change to how the State Pension will rise in the future. Is this really still a triple lock? And why are so many misunderstanding the reform? That’s our focus today. 

Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

This week in the markets: the equity bull market is four years old this week and, as third quarter earnings season kicks off with high expectations, shares are holding their gains despite the growing pressure of rising bond yields.

Fidelity’s Tom Stevenson reviews the stories moving markets.

See omnystudio.com/listener for privacy information.

Today on the show - Jemma Slingo is with us to answer whether it pays for parents to give up work to raise children - and explain ways to avoid the punishing hit from tax and the withdrawal of benefits that can happen when your pay reaches key cliff-edges.

Try the Centre for British Progress childcare calculator here.

Ed Monk is joined by Jemma Slingo to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.

See omnystudio.com/listener for privacy information.

Today on the show - we’re answering your questions with topics ranging from the case for bonds as yields soar to tax on cash ISAs and pensions. Tom Stevenson is here to give the answers.   

Ed Monk is joined by Tom Stevenson to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets.

Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor

See omnystudio.com/listener for privacy information.