Pensions & Investments Insights

Davy Asset Management produces regular pension and investment outlook publications which can be read and downloaded below.
editorial List

Finance Bill 2015 – New Year Advice Opportunities

The recently published Finance Bill contains a number of interesting developments, in particular in the area of postretirement planning.

Financial Planning Insights January 2015
BY Pat Ryan
editorial List

M&A and the Mid-Cap Opportunity

Global mergers and acquisitions (‘M&A’) activity looks set to accelerate in 2014 and mid-cap equities are best placed to benefit.

Market Update May 2014
BY Davy Asset Management
editorial List

Budget 2014 - Pension Update

Pension changes for 2014 as outlined in yesterday’s Budget speech suggest that the new pensions taxation regime is now settling down after a period of much uncertainty since the concept of a capped pension fund threshold was first introduced in December 2005.

Financial Planning Insights October 2013
BY Pat Ryan