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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Working as a Paraplanner – George Richardson
George Richardson is our Paraplanning Team Leader. In this article, he explains his career journey, what a Paraplanner is and what he most enjoys about Paraplanning.
A career in insurance broking – Beccy Miller
MAC Commercial Account Executive, Beccy Miller explains more about her role working in the insurance sector in the Isle of Man.
Working as a Financial Adviser – Kinry Glassey
Kinry Glassey, one of our Independent Financial Advisers, explains about her journey to become an adviser providing financial advice to corporates and private individuals.
George Richardson wins Cii Young Achiever of the Year
George Richardson of MAC Financial won the Chartered Insurance Institute (Cii) Young Achiever of the Year Award 2024, celebrating his accomplishments in the financial sector.
Samantha Hall joins MAC Financial
MAC Financial has appointed Samantha Hall as an Independent Financial Adviser. Her appointment boosts the number of advisers who are qualified to give advice to eight.
MAC Financial boosts qualified adviser team
MAC Financial is proud to announce the promotion of Christopher Biddulph to Pension Adviser.
Introducing the MAC Commercial Insurance Team
MAC Commercial and Professional Risks Limited (‘MAC Comm’) was founded in 2009 to support MAC Financial clients’, and other businesses, with their local and international insurance exposure. The small but dynamic team soon earned an enviable...
How to boost your UK NI contributions
MAC Financials’ Independent Financial Advisor, Kinry Glassey, explains how it is possible to purchase additional UK National Insurance contributions, which could boost your UK State Pension.
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....