Matt Williams
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XPS research shows wide variation in fiduciary manager growth portfolio performance throughout 2022
Funds from fiduciary managers (FMs) that were most exposed to equity and fixed income were amongst those with the lowest returns across…
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The CII’s Education and Training Trust launches Future Insurer Scholarship with the University of Nottingham
As part of the ongoing effort to encourage young people into the insurance profession, the Chartered Insurance Institute’s (CII) Education and Training Trust charity…
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EIS Association launches New Fund Fee Chart bringing Greater Transparency to Investment Costs
The Enterprise Investment Scheme Association (EISA) representing entrepreneurs, investors, fund managers and advisers from across the Enterprise Investment Scheme (EIS) ecosystem, has…
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Earth Day 2023: More investment needed in nature-based solutions
With tomorrow (22nd April) being Earth Day, Ritchie Thomson, Senior Responsible Investment Associate at Aegon Asset Management, points to nature-based solutions as…
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Rush to top-up state pension and drive to trace pensions the big risers in Standard Life’s latest Search Radar
Internet searches for the Department of Work and Pensions surged 123% in February, compared to the same time last year while those…
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Majority of IFAs support Budget pension changes – but warn of risk around banking on lifetime allowance removal remaining in the long run
Financial advisers are fans of the various pension-related changes announced in the March Budget but think it’s risky for clients to plan…
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16% extra guaranteed lifetime income for retirees hunting outthe best pension annuity deals
Retirees failing to shop around for the most competitive guaranteed income solution would lose out on more than 16% of extra income…
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Smartr365 tool streamlines procuration fee payments for Legal & General Mortgage Club members
Smartr365, the leading end-to-end mortgage platform, has announced the launch of its industry-first technology to automatically sync procuration fee claim information between…
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JM Finn sponsors all-female rowing team in Atlantic crossing
JM Finn is incredibly proud to be the lead sponsor of the Ace of Blades, an all-female rowing team that will be…
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Brooks Macdonald’s Luke Ashton on intergenerational wealth transfer
There is an intergenerational wealth transfer brewing, as baby boomers start to think about passing on their assets. Ahead of Global Intergenerational…
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