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& Views

Keep up-to-date with all the latest news about what’s happening at Principal & Prosper, as well as links to the latest news from the financial services world.

Edinburgh Rugby Community Activity in Partnership with P&P

As main club sponsor of Edinburgh Rugby, Principal & Prosper's partnership is going from strength to strength. What’s just as important is the work that is delivered in the community by the Club. Much of this goes on without any coverage but here, at Principal & Prosper, we are passionate about ensuring everyone gets the opportunity to benefit from our partnership, particularly those who wouldn’t normally get the chance.

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"We are passionate about ensuring everyone gets the opportunity to benefit from our partnership, particularly those who wouldn’t normally get the chance."

1872 Cup P&P Community Work

We held a schools tournament on the back pitches at Murrayfield for P6 & P7 pupils to compete for the P&P Cup at half-time during the 1872 Cup, which Chris Purves presented on the pitch.

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"The future is bright with P&P and Edinburgh Rugby Community Work."

Principal & Prosper Become New Main Club Sponsor of Edinburgh Rugby

One of the UK's largest Chartered Independent Financial Advisors, Principal & Prosper, were today unveiled as the new Main Club Sponsor of Edinburgh Rugby.

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“It’s an exciting time for Edinburgh Rugby and it’s an exciting time for our business" - Chris Purves

Quarterly Market Commentary Q1

The Brexit debacle plaguing UK politics shows no sign of abating. It seemed that a significant hurdle had been overcome after the EU declared support for Prime Minister May’s Withdrawal Agreement. However, following the resignation of some of her ministers, and widespread opposition to the Northern Irish Backstop proposals, May delayed a vote on it in Parliament until the new year due to expectations of an overwhelming defeat.

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"Price is what you pay. Value is what you get.” - Warren Buffett

Principal & Prosper Proud to Support Edinburgh Rugby

Edinburgh Rugby and Scotland back Greig Tonks was on hand today, alongside the capital club’s Managing Director Jonny Petrie, to welcome independent Chartered Financial Advisers…

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Chris Purves, Managing Director of Principal & Prosper, said: “We are proud to be supporting Edinburgh Rugby.

Osborne’s Big Budget

The Budget on 8th July was lauded as radical in some quarters but when you look at the detail, I don’t think that it was really much of a surprise writes Darren Scoon. Osborne confirmed a few things that we already knew…

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"Inheritance Tax: probably grabbed the main headlines with the Government introducing a new…"

Darren Scoon (Strategic Business Manager)

Death and Benefits?

Most people aren’t that comfortable talking about death, which is understandable. However we need to talk to you about it. The changes in April to pension’s legislation introduced amongst other things changes to the way benefits are taxed on death. The new legislation now allows…

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"The new legislation now allows individuals to nominate named beneficiaries…"

Stewart Siegel (Director)

Greece finally does a deal but so what?

Greece has been the headline story on the news for a number of weeks and a new economic deal has finally been agreed but so what. Other than a fairly attractive tourist destination most people aren’t really affected by the Greek situation, or are they asks Mark Owen, Investment Analyst.

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"The P&P portfolio allocation is driven by valuation, economic fundamentals and the impact on portfolio risk…"

Mark Owen (Investment Analyst)

Cyber Fraud

In a change from our normal communications we wanted to highlight how Cyber Fraud continues to rise with it now costing the UK economy over £27 billion per year, according to government reports. We continue to be prudent…

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"Cyber Fraud costs the UK economy over £27 billion per year."

Darren Scoon (Strategic Business Manager)

Calendars and Tripods

April saw the biggest, and by far the most popular, changes to pensions ever. Any requirement to buy an annuity – hugely disliked due to the poor levels of income they offer – has been abolished with savers now free to do whatever they like with their pension pots after the age of 55. But to take full advantage of the changes…

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"A 10-point action plan, is in my opinion, 7 points too many."

Darren Scoon (Strategic Business Manager)

The oil price…what is happening?

The price of oil suffered an abrupt and dramatic fall in the second half of 2014. US Crude oil fell from $110 per barrel (p/b) to just under $50 p/b, a decline of greater than 50%. No one foresaw this rapid decline in the world’s most valuable and important commodity. We will discuss what factors led to the dramatic fall…

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"The P&P portfolios are positioned to benefit from improving global economic growth…"

Mark Owen (Investment Analyst)

Citywire: Financial News Feed

Danimation: how much should you pay for funds?

Investing involves a lot of uncertainty. One thing you can be sure of though, is how much you pay for your funds.

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Neptune maestro Geffen gives son big fund opening

Neptune Investment Management boss Robin Geffen has appointed his son as assistant fund manager on three funds in a reshuffle across its investment team.

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FTSE falls as pound steadies after flat inflation

(Update) Sterling rose after yesterday's tumble on hard Brexit fears as inflation held steady at 2%, while the FTSE 100 slid 0.7%, led down by Johnson Matthey.

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Generation gap: old and young butt heads over inheritance

A communication breakdown between generations has left some younger people expecting an early inheritance from from grandparents who don’t realise what is expected of them.

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Fund managers trim cash on US rate cut, China truce hopes

Fund managers have put a bit more money back into the stock market, encouraged by dovish comments from the US Federal Reserve over an interest rate cut and signs of progress in US-China trade talks.

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Majedie manager swaps income stocks for bioscience

Yuri Khodjamirian, co-manager of Majedie UK Income fund, has left the City to retrain in bioscience enterprise.

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