Date: 9 March 2020
We understand the evolving Coronavirus situation can be unsettling for investors. Whilst there is some uncertainty regarding the economic and market impacts of the virus it is important to remember the basic principles of long-term investing remain unchanged and in particular that short-term falls do not necessarily impact long-term goals.
This document ‘Investing Through Volatile Times’ takes you through some of the key principles of investing.
Unsure or concerned?
If you do have any concerns regarding the ongoing suitability of your investments, your financial planner is best placed to discuss these with you.
Our preparedness in the event of a widespread outbreak
If a widespread outbreak occurs and has the potential to disrupt businesses, we are well positioned with robust business continuity processes, and we are well placed to continue to service advisers and clients. We actively rehearse to mitigate multiple scenarios that could impact our operations, so our business is as resilient as possible.
Our servicing teams are prepared for any eventuality
We are well prepared to keep providing a service to you in these difficult times
We are committed to providing the best possible service to you, during the outbreak of Coronavirus. We are working hard to ensure that you can continue to interact with us as normal, whilst also ensuring the wellbeing of our colleagues.
We already have strong business continuity processes in place, to ensure we are able to effectively service and support our customers and advisers. Our plans include keeping a watchful eye on the latest government announcements, to ensure we can quickly react as additional measures to halt the spread of the virus are introduced.
We are taking immediate steps to ensure we can continue to support your needs, including:
- Enabling colleagues to work from remote locations as necessary (alternate offices or from home), using our secure and tested technology
- Making greater use of business tools (online meetings, Skype, Webex, Video conference) to keep in contact with colleagues, advisers and customers
- Restrictions on business travel
- Keeping colleagues up to date with the latest government guidance and adapting any internal safety or hygiene protocols as appropriate, including increased levels of cleaning through all our office locations
- Supporting colleagues to remain resilient through periods of altered working practices.
Our preparations will help to ensure that you can contact us by email and phone, just as you usually would. In addition, our online services for both advisers and customers also continue to be available.
As the situation continues to evolve we will keep adapting to the needs of our colleagues and you, our much valued customers and advisers.
On 11 March the Chancellor of the Exchequer, Rishi Sunak, announced the 2020 Spring Budget. Read the Budget statement summary here.
Read the September 2020 economic review which provides background to recent developments in investment markets and identifies some key issues for the future.