Dan Wills
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Clients primed to change investment strategies amid volatility fears
Nearly all advisers (92%) say clients are poised to make changes to their investment strategies if global market volatility persists in 2025.…
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Mansion House – PIMFA comments on expected FOS reform
On Tuesday 14th July, Rachel Reeves will deliver her first Mansion House speech as Chancellor, with both pensions and ISAs expected to be…
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Why Brooks Macdonald’s new retirement strategies could be timelier than ever
As the retirement landscape grows more complex and demand for flexible income solutions rises, Brooks Macdonald’s newly launched Retirement Strategies could offer…
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Shareholders call for a new Board to be elected to Maven Renovar VCT
A group of shareholders representing more than 5% of the shareholder base has today filed a notice under Section 303 of the…
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Fidelity International warns of deepening global fragmentation in mid-year investment outlook
Fidelity International has today released its mid-year investment outlook highlighting the dramatic shift in global markets and the growing need for regional portfolio…
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Navigating today’s retirement income landscape and turning uncertainty into confidence, with Brooks Macdonald
Today’s retirement income landscape is more complex than ever – both for advisers and clients alike. Brooks Macdonald‘s Andrew Bennie and Dan…
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What IFAs Need to Know About the Enterprise Investment Scheme
The Enterprise Investment Scheme (EIS) celebrated its 30th anniversary last year, having facilitated over £34 billion in private investment across more than…
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BW shares its perspective on the latest Annual Funding Statement from The Pensions Regulator
Barnett Waddingham (BW), the leading UK professional services consultancy, shares its perspective on the latest Annual Funding Statement from The Pensions Regulator.…
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TPR’s first AFS published under the new DB funding code sets expectations for focus on endgame planning
The Pensions Regulator (TPR) expects most schemes to shift their focus from deficit recovery to endgame planning, with the majority of defined…
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PR Funding Statement demonstrates strength of pension scheme funding
Trustees currently grappling with their first valuations under the new funding regulations may be curious to see the insights from this year’s…
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