Industry news
1st November 2021 / Industry news
Connor Broadley makes the New Model Adviser Top 100
We’re very proud to report that for the second year running, the team at New Model Adviser has given a place to Connor Broadley in its annual Top 100 financial planning firms list for 2021.
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28th October 2021 / Industry news
Another year, another Covid impacted Budget
Rishi Sunak released his much anticipated budget yesterday. Buoyed by better-than-expected growth forecasts, he announced a wave of new spending and investments. We asked Dan McKissock, one of our Financial Planners, to give an overview of the announcements and how they could affect our clients’ lives.
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26th October 2021 / CNBC
Squid Game and a story of debt | Chris Wyllie on CNBC’s Squawk Box
This morning Chris made his latest appearance on CNBC’s Squawk Box show. The conversation began by drawing parallels between Netflix’s hit series Squid Game and the influence of debt in current markets and ended on a review of the recent market rally, including the strong performance of technology stocks, bond yields stabilising, and the banking sector performing well.
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21st October 2021 / Company news
21st October 2021 - Connor Broadley online event: ‘Where now for geopolitics?’
We hosted the latest in our ‘virtual’ event series last night. The conversation with Tom Tugendhat MP MBE covered many topics, one of which was a fascinating discussion on China’s foreign policy.
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10th September 2021 / Industry news
How to support male mental health in the workplace
A recent survey found male employees under the age of 24 were the most likely to feel they were not coping at work. Supporting your employees’ mental health in the workplace is a vital way of ensuring wellbeing at work. In recognition of World Suicide Prevention Day, Charlie Pitt Corporate Consultant in our Benefits Consulting team discusses how you can support male mental health in your workplace.
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8th September 2021 / Industry news
Chris Wyllie on CNBC’s Squawk Box show - Is inflation transitory?
Chris was back on CNBC’s Squawk Box show recently, he reviewed the latest traffic lights and covered topics including bond yields and where inflation rates could settle.
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29th July 2021 / Industry news
Has your company explored employee fertility benefits yet?
One in seven couples may have difficulty conceiving, with the price of fertility treatment out of reach for many, companies are starting to offer fertility benefits as a part of their employee packages. Explore how businesses are supporting their employees in their fertility journeys.
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28th July 2021 / Industry news
How are company pension schemes changing in the era of sustainability?
Increasingly companies are looking to provide ESG pension schemes for their employees. In this latest video, Matthew Law, from our benefits consulting team, explains why this is happening and how pension providers are responding.
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7th July 2021 / Industry news
What is AIM?
Investment Manager, Stephanie Nathan, provides an overview of the Alternative Investment Market (AIM), discusses why investing in AIM can be beneficial for tax purposes, and shares how we invest in AIM at Connor Broadley.
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28th June 2021 / Industry news
Is ESG a fad or part of a longer-term trend?
Alex Twiss, Investment Director discusses whether ESG is a fad or longer-term trend. Discover his thoughts on the topic by watching the full video.
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23rd June 2021 / Bloomberg
Inflation, interest rates and waiting for chips
Chris recently appeared on Bloomberg TV’s European Open, the discussion covered topics including the impact of inflation, the eventual need to raise inflation rates and the European economic recovery.
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8th June 2021 / Industry news
James Connor appears on the ‘Grit, Grace and Good Humour’ podcast
James Connor recently appeared on Beacon Gainer’s ‘Grit, Grace and Good Humour’ podcast. The conversation centred around entrepreneurship and the decisions they tend to make with their finances.
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3rd June 2021 / Industry news
Cryptocurrencies – digital currencies, digital gold or a flash in the pan?
Cryptocurrencies are enjoying their latest moment in the spotlight, not just amongst the investment community, but the world at large. But how much do you know about cryptocurrencies?
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27th May 2021 /Industry news
ESG pensions for employers - what do I need to know?
Pensions that take environmental, social and governance (ESG) factors into account are becoming increasingly popular. To help you make informed decisions about your company pension scheme, the benefits consulting team have hosted a webinar with all the initial information you need to know to start exploring the world of ESG pensions.
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25th May 2021 / Bloomberg
Bitcoin and the Crypto Show
Chris’s latest appearance on Bloomberg’s European Open covered a wide range of topics - earnings relative to inflation, the positive outlook for commodity stocks, and the continued volatility and future of cryptocurrencies.
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19th May 2021 / Industry news
Ensuring employee wellbeing as companies return to the office
Last month, our benefits consulting team were joined by Dr. Bill Mitchell Consultant Clinical Psychologist, who specialises in work-related psychological issues, he spoke about the impact homeworking has had on employees, and what employers should consider to ensure a smooth return to work.
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30th April 2021 / Industry news
Six features employee benefits technology needs
Plenty of companies, spurred on by a pressing need to keep employees engaged and help them do their work remotely without hindrance, are investing in new software. Vicky Mottershaw from our Benefits Consulting team shares six non-negotiable features that employee benefits technology needs.
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29th April 2021 / CNBC
Floating on a sea of liquidity
Chris was back on CNBC’s Squawk Box show this morning. The conversation touched on silver and gold, and the strong momentum of Bitcoin off the back of liquidity in markets. After a mention of our traffic light indicators, the interview closed with Chris’s view on the trend in interest rates, with rising bond yields and its possible implications for the future.
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16th March 2021 / Industry news
How the pandemic has created some positive change for companies
Vicky Mottershaw, Corporate Consultant at Connor Broadley Benefits Consulting, shares her insights into the changes companies have responded to during the height of the pandemic and gives some practical advice on why and how organisations can prepare their staff for a return to the office.
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15th March 2021 / Company news
Connor Broadley recognised in the thewealthnet Top Financial Planning Companies 2020 list
Part of the prestigious Private Asset Management group (PAM), the annual thewealthnet list acknowledges the top firms providing financial planning services, and is compiled from company data, research and market knowledge, together with feedback and recommendations from professionals within the wealth management sector.
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15th March 2021 / Industry news
Preparing for the return to work
As companies start planning their teams’ return to work alongside the rollout of the COVID-19 vaccine, they will need to consider the impact on employee wellbeing and company culture. Matthew Law, Corporate Consultant, from our Benefits Consulting team looks at three areas to focus on: flexibility, workplace set-up and training.
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9th March 2021 / CNBC
Growth vs. Value
Chris made his first CNBC appearance of the year, this time on its Street Signs show. The interview covered the popularity in retail investor trading, recent price corrections to the technology sector and a market move out of growth stocks and into value ones, all set against the backdrop of Covid and the potential impact of a rise in interest rates.
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4th March 2021 / Industry news
A not very closely guarded briefcase
There were few surprises in Chancellor Rishi Sunak’s briefcase yesterday, as it appeared to have sprung a significant number of leaks in the days leading up to his Budget announcement. Dan McKissock, one of our financial planners, gives his reaction to what was finally unveiled.
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11th February 2021 / Industry news
Thoughtful employee benefits for troubled times
New research shows that homeworking during lockdown has been a challenge for many people - from technology and equipment issues to physical and mental health concerns. Charlie Pitt from our Benefits Consulting team looks at how employers can rethink the benefits they offer, to help employees with their peace of mind.
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4th February 2021 / Industry news
2020 performance and challenges and opportunities in 2021
Chris Wyllie, our Chief Investment Officer was recently interviewed for his market perspective on the extraordinary year that was 2020, and how he sees investment challenges and opportunities unfolding in 2021.
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13th January 2021 / Virtual event
Can I shake your hand? The lasting social and economic impact of Covid
With the latest lockdown in place, our recent virtual event tackled three pertinent issues – vaccines and the medical response to Covid, our mental health and resilience, and how politics and the economy may be shaped by these, and vice-versa.
Our guest speakers were Lord Daniel Finkelstein, Dr Charlie Weller (Head of Vaccines for The Wellcome Trust), and clinical psychologist Dr Bill Mitchell.
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12th January 2021 / Industry news
Why tweaking your employer pension could do a world of good
Vicky Mottershaw from our Benefits Consulting team looks at how rethinking a workplace pension’s default fund, can provide a triple win for employers - boosting employee engagement, helping employees to save more, and increasing corporate responsibility efforts. All this plus helping preserve and protect the planet into the bargain.
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12th January 2021 / Industry news
Good money habits to start the new year
With 2020 finally behind us, but with 2021 still presenting us with fresh challenges, it is arguably more important than ever to review our personal finances and adopt some good new money habits. James Linsey, one of our financial planners sets out some simple steps to take in this new year, particularly for those in the early stages of their careers.
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15th December 2020 / CNBC
Here’s to 2021
Chris made his last TV appearance of the year this morning on CNBC’s Squawk Box. Despite a technical glitch early on, like all good CNBC interviews, the focus was on different baskets of stocks, a look at 2021 and the correct pronunciation of ‘Steely Dan’.
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8th December 2020 / Industry news
‘Tis the season for gifting
With Christmas rapidly approaching and bringing to a close what has been an extraordinary year, Dan McKissock, one of our financial planners, takes a look at the dos and don’ts of financial gifting, and how it can be a more rewarding experience for everyone involved, than some of the gifts traditionally left under the Christmas tree.
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8th December 2020 / Industry news
Creative agency Mother London moves employee pension funds into responsible investments
We’re delighted that we recently helped one of our corporate clients transfer its company pension scheme into responsible investments. An interest in where and what pensions are invested in is gathering momentum, and we’re pleased to be able to advise our clients in this space.
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2nd December 2020 / Industry news
Which of the three pillars of employee benefits is your business neglecting?
Arguably looking after your employees has never been as important as it is right now. Numerous studies show a clear link between a happy workforce and a successful company. Matt Law, one of our corporate consultants, looks at three essential pillars of employee wellbeing, and how the benefits and support companies offer to staff can have a positive impact on the individual and on the company’s bottom line.
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15th November 2020 / Industry news
Investigating pension pots
Keeping track of pension pots over the course of a lifetime can be challenging. With up to 1.6m Britons admitting they have lost the plot with theirs, the Mail On Sunday recently looked into this very issue, and Angela Lloyd-Read was asked for her thoughts.
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30th October 2020 / Industry news
Connor Broadley gains industry recognition
As 2020, enters its closing stages, we’re very proud to report that the team at New Model Adviser has given a place to Connor Broadley in its annual Top 100 financial planning firms list.
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26th October 2020 / Industry news
Now’s the time to revise and personalise employee benefits
Since the pandemic has changed the way many of us work, employee benefits have edged into the spotlight. Charlie Pitt, one of our benefits consultants, looks at how personalising benefits packages for employees can pay dividends.
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25th September 2020 / Industry news
Helping remote workforces with tax-efficient benefits
With working from home increasingly looking like the new normal, Vicky Mottershaw from our Benefits Consulting team, looks at eight tax-efficient benefits that can help in the adjustment process many employees are currently going through.
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7th September 2020 / Industry news
On wills, intestacy and a tube of Pringles
In addition to our support of the annual Will Aid fundraising scheme, returning again this autumn, Will Powell, one of our financial planners has set out a few thoughts on the importance of having a will and how to go about getting one.
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27th August 2020 / Industry news
Time for employers to tackle worker mental health head on
Employers taking increasing responsibility for the mental wellbeing of their staff has been an emerging trend for a number of years, but 2020 and the pandemic lockdown has brought this into even sharper focus. David Taylor our Benefits Consulting Director addresses the challenges and opportunities that employers now face.
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20th August 2020 / Industry news
Use of the word unprecedented was unprecedented
Nearly six months into the Coronavirus crisis, Chris was recently interviewed to give an overview of its impact on markets. He looks back at what was happening at the height of the crisis, what is happening now, and offers a few thoughts on what some of the long-term effects might be.
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5th August 2020 / Industry news
How much do I need to retire?
‘How much do I need to retire?’ is a question familiar to all financial planners and one that is tempting to counter with, ‘How long is a piece of string?’ Connor Broadley’s Angela Lloyd-Read resists temptation and sets out four steps for the inquisitive to follow.
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24th July 2020 / Industry news