Skip to main content

News & Insights

Breaking news, financial focuses and industry insights from OCM Wealth Management HQ.

Market CommentaryOCM InsightsOCM News

Market Commentary

Month in Review: Sept 2026

Month in Review: Sept 2026

Highlights September proved challenging for investors as higher energy prices renewed concerns about inflation and the outlook for interest rates. The US Federal Reserve and European Central Bank raised interest…
Georgina StoneGeorgina StoneOctober 1, 20261 min
Month in Review: Aug 2026

Month in Review: Aug 2026

Highlights August was a volatile month for global financial markets, with monetary policy expectations, corporate earnings and geopolitical developments driving sentiment. Technology shares recovered following Nvidia’s earnings announcement, which provided…
Georgina StoneGeorgina StoneSeptember 3, 20261 min
Month in Review: Jul 2026

Month in Review: Jul 2026

Highlights Renewed geopolitical tensions in the Middle East and mixed reactions to US corporate earnings created a volatile backdrop for global markets in July. Technology companies faced greater scrutiny as…
Georgina StoneGeorgina StoneAugust 6, 20261 min
Month in Review: Jun 2026

Month in Review: Jun 2026

Highlights Global financial markets ended the first half of the year positively, supported by resilient corporate earnings, lower energy prices and an improvement in investor sentiment. An agreement between the…
Georgina StoneGeorgina StoneJuly 2, 20261 min
Month in Review: May 2026

Month in Review: May 2026

A strong April was followed by another impressive month for financial markets, as improving geopolitical sentiment and resilient corporate earnings propelled global equity indices to fresh highs.
Georgina StoneGeorgina StoneJune 4, 20261 min
Month in Review: Apr 2026

Month in Review: Apr 2026

Despite continued volatility stemming from tensions between the US and Iran, April proved to be a month of meaningful recovery for global equity markets. Investors moved beyond a challenging March…
Georgina StoneGeorgina StoneMay 7, 20261 min

OCM Insights

Aerial view of a road winding through green forest beside dark water
Pension Freedoms Explained: Your Options From Age 55 (Rising to 57 in 2028)

Pension Freedoms Explained: Your Options From Age 55 (Rising to 57 in 2028)

Since April 2015, "pension freedoms" have given people with a defined contribution pension far more control over how and when…
ocmwealthocmwealthOctober 8, 20266 min
Family of five silhouetted walking along a beach at sunset
Financial Protection Explained: Life, Health & Income Cover

Financial Protection Explained: Life, Health & Income Cover

Financial protection covers the "what if" questions a financial plan can’t otherwise answer: what happens if you become too ill…
ocmwealthocmwealthOctober 8, 20265 min
Tall glass skyscrapers seen from below, rising into low mist
Workplace Pensions & Auto-Enrolment: A 2026/27 Guide

Workplace Pensions & Auto-Enrolment: A 2026/27 Guide

Since 2012, most UK employers have had to automatically enrol eligible staff into a workplace pension and contribute towards it.…
ocmwealthocmwealthOctober 8, 20265 min
Tall redwood trees seen from below with sunlight through the canopy
How Are Investments Taxed in the UK? A 2026/27 Guide

How Are Investments Taxed in the UK? A 2026/27 Guide

Unlike your salary, investment income isn’t taxed in one consistent way. Interest, dividends, capital gains and rental income are all…
ocmwealthocmwealthOctober 8, 20265 min
Grey-haired older person seen from behind in front of a bright, hazy sunset over the sea
How to Generate Income in Retirement: A 2026/27 Guide

How to Generate Income in Retirement: A 2026/27 Guide

Once you stop earning a salary, your income has to come from somewhere else - usually a mix of pensions,…
ocmwealthocmwealthOctober 8, 20266 min
Movements in UK Government Bonds this week: An Update

Movements in UK Government Bonds this week: An Update

You may have seen in the news that we have seen a fair bit of volatility in the UK government…
Georgina StoneGeorgina StoneJanuary 10, 20255 min

OCM News

Summer Financial Focus: pensions, inflation, investment scams and the long game

Summer Financial Focus: pensions, inflation, investment scams and the long game

Our latest edition of Financial Focus is now available to read. In this summer issue, we explore a range of topical financial planning themes, including the future of pensions, the…
Charlie LodgeCharlie LodgeJune 29, 20262 min
December 2025 Financial focus

December 2025 Financial focus

Financial Focus – Winter 2025 Our Winter 2025 edition of Financial Focus explores the key financial issues shaping the year ahead, from falling interest rates and stubborn inflation to major…
Charlie LodgeCharlie LodgeDecember 5, 20252 min
October 2025 Budget Summary

October 2025 Budget Summary

2025 Autumn Budget – Summary The 2025 Autumn Budget sets out a broad package of tax and policy changes that will shape personal and business finances over the next few…
Charlie LodgeCharlie LodgeOctober 5, 20252 min
September Financial Focus 2025

September Financial Focus 2025

Autumn 2025 Financial FocusAs the Autumn Budget approaches, this edition explores how potential tax rises could affect your finances and the steps you can take to prepare. Key topics include…
Charlie LodgeCharlie LodgeSeptember 5, 20251 min
June financial focus 2025

June financial focus 2025

Financial Focus – Summer 2025 Our Summer 2025 Financial Focus newsletter looks at the key financial challenges facing individuals and families today. We explore the return of inflation and the…
Charlie LodgeCharlie LodgeJune 5, 20251 min
March 2025 Financial Focus

March 2025 Financial Focus

Spring 2025 Financial Focus highlights key planning opportunities as the new tax year begins. It covers early tax planning for 2025/26, managing market volatility, preparing for changes to the State…
Charlie LodgeCharlie LodgeMarch 27, 20251 min

Build a Disciplined
 Investment Partnership

At OCM, investment management is structured, research-led and risk-aware — not reactive or speculative. Our goal is to deliver a balanced approach to capital preservation and long-term wealth creation, aligned with your personal objectives.