Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
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More Investment News
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Lang cat latest shows continued strong gross advised platform sales and outflows falling again in Q2. Advisers predict strong Q3
Advised platforms saw strong AUM growth of 4.36%, with positive markets following the disruption around Liberation Day, and the best net sales…
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Why platforms are the real building blocks of value and why advisers need them more than ever | Linda Johnstone, Novia Global
Platforms might not be the most glamorous part of financial services, but as Linda Johnstone, Head of Investment Proposition at Novia Global,…
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The pension savers who claimed back more than £100,000 emergency tax on pension income
Around 2,400 individual pension investors successfully claimed back more than £10,000 emergency tax on retirement income last year, with some people having…
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State Pension could rise by £550+ thanks to Triple Lock as earnings growth outpaces inflation
New analysis from leading independent financial services consultancy Broadstone suggests the State Pension is set for another significant uplift under the Government’s…
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Women feel less in control of their pensions than men, new data shows
Women are far more likely than men to feel powerless over their pension savings and pessimistic about retiring in comfort, new research…
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The state pension remains a critical income source according to Quilter’s new Retirement Lifestyle Report
Groundbreaking new research, published today, reveals the real spending patterns of, and the financial pressures on, UK retirees for the first time.…
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SPP calls for 2.3m carers to receive ‘carer credits’ to boost pensions
In July the government revived the Pensions Commission, to address the UK’s retirement crisis that risks tomorrow’s pensioners being poorer than today’s. To…
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Multi-asset funds: staying sharp in a shifting world
The multi-asset landscape has been upended by geopolitical tension, policy uncertainty, and shifting market dynamics. The old formula of simply balancing equities…
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Gravis: The Warehouse REIT auction – will we now discover its true worth?
Matthew Norris, manager of the TM Gravis UK Listed Property (PAIF) Fund, has shared his thoughts on the Warehouse REIT Auction. The…
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How financial services is evolving through feedback
Written by Jake Sandford, Head of Data and Analytics at Smart Money People July’s review data offered plenty to reflect on, not…
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