Ramirez Asset Management’s Post

𝐌𝐞𝐞𝐭 𝐭𝐡𝐞 𝐓𝐞𝐚𝐦 Introducing Amy Burge, one of our expert Financial Advisers at Ellis Bates. "My approach is to very much understand your financial goals, both for you and your family, and to work closely with you to put the plans in place to help you achieve these goals." What can Amy help you with? • Pensions and Retirement • Planning for your family's financial future • Savings and Investments • Financial Advice for your business If you’d like to know more about Amy and how she can help you achieve your financial goals, take a look at her profile: https://lnkd.in/eZcaQEWp https://lnkd.in/eBf-qpPD #financialplanning #financialadvice #retirementplanning

There is a rush for professional trusteeship. Isio. The fourth edition of Isio’s survey finds that professional trustee firms have had another busy year – both servicing existing clients with high levels of activity and managing the continued growth in appointments and teams. 🔗 Read the full article on Investment IQ: https://lnkd.in/eqBF5ps4 #pensions #pensionscheme #employeepension #finance #retirement

Last week, Samantha Katz posted a Pensions & Investments article on how DEI is making strides in the pension world. Now, the CFP Board has written a white paper on how financial service firms can implement DEI-driven Retention Strategies: https://lnkd.in/eiSBr_uN. These papers and articles give us hope! Thanks to all working to attract and retain historically underrepresented financial professionals and clients! #DEIB #FinancialServices #FinancialProfessionals

Thinking about adopting a run-on strategy? Let’s dive into how it impacts the relationship between your business and pension plan, along with its implications for governance. Check out our newest publication, ‘The Corporate Perspective: Why Governance Matters in a Rollout.’ This insightful piece dives into essential themes like: - Day-to-day business interactions; - Interaction with shareholders and the external market; and - Trustee boards. https://okt.to/gE5Idq

𝐌𝐞𝐞𝐭 𝐭𝐡𝐞 𝐭𝐞𝐚𝐦 Introducing Andrew Conally, the newest member of our adviser team at Ellis Bates. "As a family man, I understand the critical importance of effective financial planning, having effective goals and a strategy in place and how important it is to not only build but also protect your wealth for yourself and future generations." What can Andrew help you with? • Pensions and Retirement • Planning for your family's financial future • Savings and Investments If you’d like to know more about Andrew and how he can help you achieve your financial goals, take a look at his profile: https://lnkd.in/ehTYMb5V https://lnkd.in/eBt5gTWd #financialplanning #financialadvice #retirementplanning

Empower your clients with a modern retirement solution: JULY’s PEP, Launch401k. With built-in fiduciary services, simplified administration, and cost-effective pricing, PEPs offer a compelling option for businesses looking to enhance their employee benefits package while reducing administrative burdens. #pep #retirement #financialadvisor #pooledemployerplan https://hubs.li/Q02v2NYN0

The effective date for the new #DBFundingCode of 22 September 2024 is creeping closer. I've given some initial thoughts on the areas of focus we can expect from #covenant advisers in the attached link. In true IRM style this is blog is part of a series, with my #LCP colleagues Richard Soldan and John Clements providing their thoughts in due course from scheme actuarial and investment perspectives respectively. Watch this space.......!

Retirement marks a significant transition, offering both freedom and challenges. It's a time when finding a new rhythm for daily life becomes essential. Engaging in hobbies, volunteering or even part-time work can provide structure and a sense of purpose. Many retirees discover joy in learning new skills, travelling or dedicating time to family and community. This month's guide can assist you on this. #Retirement #Retirementgoals #Newskills #Retirees

Attention Commercial Pilots: Let's Talk About Your SIPP Strategy! 👨✈️ Are you juggling a private SIPP (Self Invested Personal Pension) alongside your employer’s company pension? Do you fancy yourself as a bit of an investor and picked a few funds based on last year's performance? It might work... but it’s a risky business. 🔍 Key Points to Consider: - Past performance ≠ future success - Diversification matters: Don’t put all your eggs in one basket - Time constraints: As busy pilots, keeping tabs on fund manager performance is tough As a financial adviser, I’ll assess your financial situation, goals, time horizon, and risk profile, and come up with an investment strategy suited to you. Your money will be globally diversified across various asset classes (equities, bonds, property, fixed interest) to aim for steady, long-term returns, cushioning against market shocks. Partnering with St. James’s Place, I have a dedicated team of analysts continuously monitoring fund managers to give you peace of mind, leaving you free to enjoy your days off knowing that your pension is being invested and monitored by industry professionals, before the next 40 block hour set of flying duties begin. Let’s navigate your financial future together! 💰 #FinancialPlanning #InvestmentStrategy #Diversification #SIPP #CommercialPilots #PeaceOfMind #StJamessPlace

Let’s break it down. Simply, the buy side is made up of institutional investors that buy assets for individuals, pension plans, foundations and more. The sell side creates investment products for the companies. Dive deeper at the careers page: https://cfainst.is/4fbeF5R #FinanceCareers #FinanceProfessional