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“An ever changing world – A review of 2015”

As another year comes to an end 2015 has once again been ever changing both externally and internally.

Externally the financial services sector has been grappling with the practical implications of “Freedom and Flexibility” in the pensions world. Whilst pension fund Lamborghinis were the flavour of the popular press, the reality has been very different with many choosing to defer taking income from their pension pots.

Volatility in the world stock markets has been a key concern during 2015 with August seeing the largest weekly fall in the FTSE 100 index.

Of course, volatility and swings, both up and down, are nothing new for long term stock market investors.

In the SME sector, workplace pensions continues to dominate the agenda with 2016 seeing a record number of companies (512,000) reaching their staging date. To help with guidance and advice in this complex area Taylor Patterson joined forces with Friends of Auto Enrolment in the autumn.

The summer of 2015 saw the team at Taylor Patterson achieve success and recognition. In June Nick Howarth was crowned Young’Un in Finance, whilst July saw the team being recognised as Best Social Media Presence of the Year alongside Gillian Bardin being named as one of Insiders Top 100 business women in the North West.

Finally in September, the next chapter of the Taylor Patterson story was revealed as the business joined Mattioli Woods plc ( This was followed three weeks later by the acquisition of Lindley Trustees which has already relocated into the Preston office. This demonstrates the commitment and desire that Mattioli Woods have in strengthening its position in the North West.

As we look forward to the new year, 2016 will see the same Taylor Patterson team, with the same values delivering new possibilities to our clients and professional contacts.

From everyone at Taylor Patterson and the wider Mattioli Woods group may we thank you for your continued loyalty and we would like to wish you and your families a very happy Christmas and prosperous 2016.

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