News Archives - Synergi Investment

Market Update July 2025

With classic British understatement, you could say the second quarter of 2025 has not been without incident. But market performance over the period fails to capture the full drama. The FTSE Private Investor Balanced Index, a reasonable proxy for the majority of our industry’s clients, returned aro...

Industry cites ‘excellent’ list of international advisers amid Brite Advisors Sunday Times report

It has long been true that good, trustworthy and truly professional financial advisers are not easy to find. Synergi is very proud to be listed among the “excellent” advisers worldwide – Jonathan Martin DipPFS EFA, Synergi Switzerland. Read the full article at the link below....

Isle of Man Probate

A policy of life assurance or capital redemption that has been issued by and IOM Insurance Company is considered an Isle of Man asset. Therefore, upon the death of the last surviving policyholder, an application to the courts in the Isle of Man must be made to obtain Probate before its value can be ...

UK State Pension Changes

The State Pension will change in the new tax year – the amount you can get is increasing. Our guide to the UK State Pension changes explains what you need to know. - here's part 2 of our guide. When will I receive the State Pension? Your State Pension age is the earliest age you can start receiv...

Are you missing some retirement income ?

Are you missing some retirement income? Here’s how to track it downThe amount you manage to save will decide the kind of life you’ll be able to live in retirement. That’s why it’s important to keep track of every penny. Find out how to make sure you’ve got eyes on all of your retirement in...

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