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Do we need to worry about inflation, the thief in the night?
Last Updated: October 28, 2025
Over the longer term, it can have significant effects on the purchasing power of a portfolio. This is particularly pertinent for personal injury and Court of Protection (PI/COP) clients who usually have an irreplaceable pot of money which needs to support them for life.
From risk to resilience: How long-term investors can protect value and promote resilience in an interconnected world
Last Updated: October 28, 2025
Responsible investors can drive real change by tackling systemic risks like climate and inequality to protect value and build a resilient future.
Votes Against Slavery report 2024-2025
Last Updated: October 24, 2025
Our report outlines how 31 FTSE 350 and 81 Aim firms became compliant with the Modern Slavery Act, thanks to investor action in 2024–2025.
What to look for when choosing an investment manager
Last Updated: October 29, 2025
We thought it would be helpful to put together a list of considerations to help deputies and trustees make this important decision for their personal injury (PI) and Court of Protection (COP) clients.
What to ask your investment manager in a review meeting
Last Updated: October 29, 2025
As the decision maker for the underlying client, it is important deputies and trustees are comfortable with and fully understand how the funds are being managed.
Is Cash now King?
Last Updated: October 28, 2025
With interest rates rising, we discuss our views on cash versus equities for personal injury and Court of Protection clients.
Essential probate genealogy services for deputies
Last Updated: October 28, 2025
In this article, Joe Lander of Anglia Research outlines when a deputy might need the services of a probate genealogist and highlights how Anglia Research Services could help.
Lifetime gifts: Advice for attorneys and deputies
Last Updated: October 28, 2025
Grace Serwanga of Penningtons Manches Cooper has kindly contributed this article on what you need to consider before making a gift on behalf of a protected client.
Decision making in education, health, and social care matters
Last Updated: October 28, 2025
James Pantling-Skeet of Boyes Turner LLP has contributed this article on the issue of service-led, rather than needs-led, decision making in education, health and social care matters. An issue which is likely to have a significant impact on the support available to a protected client from statutory services.
Monthly Digest: testing the limits
Last Updated: November 4, 2025
April gave investors a rollercoaster ride but the US stock market ended only modestly down and bonds regained their safe-haven status.
Collateral Damage
Last Updated: November 5, 2025
Are we in an AI bubble? That’s the question the team try to answer on this month’s episode. While there are definitely bubble-like signs popping up in the market, are there enough for the team to be worried?
Reclaiming time: How a Model Portfolio Service (MPS) helps advisers refocus on planning and growth
Last Updated: November 13, 2025
Rising compliance and portfolio management demands are leaving many financial advisers struggling to focus on what they do best – helping clients navigate life’s big decisions. Here’s how a well-designed MPS can ease the pressure and help your business grow.