Quarterly Newsletter, March 2022
This quarterly newsletter is designed to give Vanguard LifeStrategy investors an insight into how the funds are constructed, how they’re performing and what’s been happening in the global economy and world markets.
The Vanguard LifeStrategy Funds are single-fund solutions designed to meet a range of investors’ needs. Each of the five funds has a different target weighting of equities and bonds, with the aim of delivering a range of risk and return outcomes for investors.
Vanguard regularly rebalances the funds to their target allocations to ensure that they continue to meet investor needs. This means investors can focus on working with their advisers to review their goals and circumstances, confident in the knowledge that the target weightings will stay on track.
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Client Services Adminstrator
Reporting to the Client Services Manager, in this role you will be involved in a broad range of responsibilities to provide administrative support for MAC Group Independent Financial Advisers.
The deadline to top-up your UK state pension is approaching
By Kinry Glassey, Independent Financial Advisor, MAC Financial What is the UK State Pension On 6 April 2016, the Isle of Man State Pension separated from the UK State Pension. This means that the State Pensions are now treated and paid separately....
Acquisition of the insurance broking business of AON (Isle of Man)
The combination of Aon’s insurance broking business with the MAC Group will result in a market leading local broker of a scale that will be of long-term benefit to all clients. The sale of the business to MAC Group was completed on 31 January 2023....
MAC Group adviser success
MAC Group are delighted to celebrate the recent exam success of Ed Walter, Head of Private Client Advisory at MAC having passed the Level 6 Advanced Diploma in Financial Planning and becoming a Chartered Financial Planner. Reaching chartered...
Financial Planning in Volatile Times
Every day seems to bring more news about challenges in the economy with negative impacts on financial markets. What does this mean for your pensions and investments and what should you do about it? What's happening? Markets are currently reacting...
Do you have an old pension that needs some attention?
If you have worked for more than one employer who offered a workplace pension over your working years, then it’s possible that you have a workplace pension which you no longer contribute to. We refer to this as a frozen pension. If you are...
Independent Financial Adviser
Are you passionate about your clients' financial wellbeing?Contact MAC House 64a/65 Athol Street Douglas Isle of Man IM1 1JE Tel: 01624 639450 E-Mail: zoe.ellis@macgroup.imMAC Financial Limited is the Isle of Man’s leading financial services...
The Russia-Ukraine War and the Financial Institutions insurance market
Gallagher Update: Global insurance losses from the Russia-Ukraine war could range from USD 16 billion to USD 35 billion, with reinsurers expected to assume 50% of those claims, according to a report published by S&P Global Ratings1. There are...