Occasional papers

Please find below our occasional papers of interest. Download a PDF of each file by clicking on the PDF title or the icon.

The error of reacting to market falls

Fiscal Statement September 2022

Tips for unsettling times

James Beck Q&A

Spring Statement 2022

Uncertainty abounds - it always does

Quantitative easing - what is it and how does it work?

Changes to NS&I Interest Rates

Setting up multi-factor authentication in My Fiscal Hub

Fiscal Engineers Client Portal Brochure

Coronavirus - keep things in perspective

Politics and portfolios

Portfolio valuations in perspective

The sequence of investment returns matters

Lockton Exclusive Benefits

Cyber Security

Markets fell in 2018

Woodford's Woes

A 'set-and-forget' investment approach? Forget it!

FOMO may be bad for your wealth

New Model Adviser Top 100

Two steps forward, one step back for investors