Reflecting on the Year, Preparing for What’s Ahead – Our December Webinar Is Now Live

Managing Director Richard Meek, Director Simon Hoult, and Chartered Financial Planner Katrania Lowers share their thoughts on markets, savings, pensions, and practical ways to navigate the year gone by and the changes ahead.

Richard kicks things off with a quick look back at 2025, a year Colmore Partners are proud of, before sharing what’s ahead as we continue investing in our people, our technology, and how we communicate with you!

From there, the discussion moves on to the wider themes shaping the world around us. Global tensions, ongoing conflicts, the rise of AI and some rather blundering budgets meant 2025 was anything but quiet – raising the question of what it all meant for your finances.

Simon shares why staying invested, staying diversified and avoiding the temptation to time the markets all matter more than ever. Kat looks at how retirement advice is changing, and why spreading your savings across pensions, ISAs and other investments can help future-proof your plans.

Want to understand what’s happening with markets, savings, and pensions and how it could affect your financial future? Our webinar is for you. We share reliable tips and takeaways, plus a bit of insight into what “being more like Steve” really means.

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The information contained in this presentation represents our understanding of the current Pension legislation which may be subject to change.