History of pension funds and ISAs in the UK

History Lesson

“The primary function of a nation’s capital markets is to channel the country’s savings into productive investment, which in turn underpins long-term growth and productivity through superior capital allocation” (Tony Blair Institute for Global Change).   The case for Pension funds and ISA’s to own UK listed equities.   But first a history lesson: Personal…

Fathom illustration of events list

Freedom Day

Freedom Day Did anyone else feel that “Freedom Day” was just the same as any other recent “pandemic day”? I guess the Government is trying to be ultra cautious whilst in theory handing back some of the things that they took away from us. Cases seem to have taken off again and are rising dramatically…

Fathom illustration of The Straight-Talking Financial Experts

Tax day, Tax day…

Tax day, Tax day… So I waited with baited breath and pen poised on the 23 March, “Tax day”. Judging from what I’d read in the run up to this first “Tax day” I thought I would have much to report… Changes to pension tax relief… Capital gains tax aligned with income tax… Online sales…

locked pension pot

Let’s talk… The Budget 2021

Let’s talk… The Budget 2021 Everyone seems desperate to scribble something about the budget (including us here at Fathom)…. Furlough extended, tax allowances frozen, corporation tax up, universal credit extended…. So what should the conversation be about and what should have been in the Budget? Or was it just about right? There has been much…

Savings pot for financial beneficiaries

Coronavirus Christmas Update

Coronavirus Christmas Update I hope that this update finds you well? What a year 2020 has been! We started out with great optimism. After a decisive election result in the UK in December 2019 most people (and it didn’t matter which side of the argument they were on) took a huge sigh of relief at…

Fathom illustration of Online Pension Review

Coronavirus Update No 9

Coronavirus Update No 9 I hope that this update finds you well? But, oh what a miserable year 2020 has turned out to be! Coronavirus – still with us Brexit – not yet resolved US Presidential Election – (as I write), undecided In relation to all three of the above we hear so much noise,…

Coronavirus Update No 8

Coronavirus Update No 8 Hello Everyone I hope this update finds you well? Once again there is much nervousness in the air. The markets were well and truly rattled this week, rallied yesterday and appear uncertain today. Was it from an increase in Coronavirus cases and the new Coronavirus measures, Brexit, the Presidential election in…

In Conversation: Mark Abley

On September 22nd our MD Mark appeared on the Leaders Council of Great Britain & Northern Ireland podcast, discussing the importance of leadership and the impact it has had on his career to date. You can listen to what he had to say here:  If you do not have Spotify you can listen to the…