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Rebecca O’Connor

  • What you need to know about impact investing

    Impact investing (so-called because the stocks and funds on offer have a positive impact on society, or the environment, or both) is fast gaining followers, not just for its morally virtuous stance, but also for its returns.

  • Expectations vs. Reality: The increasing gap affecting retirement

    Retirement is an increasingly expensive business. Life expectancy and the cost of living for retirees are rising. So what you are expecting to be enough to keep you going when your working days are done is unfortunately not what you are likely to get.

  • How to provide an early inheritance for your family

    If you have assets you always imagined you’d pass down to family members, perhaps so that your grandchildren could buy a first home or pay for university education, you could be in for a wake-up call.

  • What is ESG and why does it matter to my investments?

    “ESG” sounds like something very technical and jargon-y.

  • Investment and retirement considerations for self employed

    You might enjoy the benefit of being in charge of your own work, but you can end up paying for this freedom in other ways. All companies that employ people now have a responsibility to provide pensions to their employees, but it’s just one of the many things a self-employed person will have to take care of themselves. So if you are self-employed, you risk being left behind when it comes to retirement saving, as well as other long-term benefits - unless you take a few simple steps.

  • Pension vs. ISA - How does the tax work?

    If you are planning your own retirement savings on top of any workplace scheme you might have, then trying to choose between the many different options could leave you confused and frazzled.

  • Why should I invest in an IPO?

    Companies choose to make an Initial Public Offering (IPO) mainly to raise funds for future growth but sometimes it can also be to increase the awareness or stature of the company.

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