INSIGHTS     WORK WITH US     LOGIN

Adding value to your clients through Proactive Investing

If your clients can maximise their investments – whether this be pensions, ISAs, bonds or general investments – they will be a lot better off. We know that’s a fairly obvious comment but not many people put this into practice. Let’s say one of your clients...

Splitting Pensions in Divorce

When spouses separate and then divorce, there will be a need to split up pensions if one party’s pension is significantly better than the other. Usually, that is the case since most couples do not follow the general plan of splitting pensions 50/50. Admittedly, there...

Trends in Investing

The one thing you always need to look out for when investing are the trends…and there are quite a few! First of all, you have to keep in mind the areas which are available to invest in. Over the years, we have seen funds for Technology, Financials, Healthcare,...

Achieving a future pension

One of the big challenges people have is trying to figure out what size of a pension they “might” come out with when they retire. The problem is that this can be over a long time, hence the confusion. MAP has developed a simplified cash flow model, shown below, which...

Setting and achieving financial goals

Now we are into 2018, how many people actually made new year resolutions? You may think this can be too woolly, especially when you make some and never achieve them. It is different in financial services, especially when done through MAP. Let us start with possibly...