Rebecca Tomes
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Phoenix Group says more needs to be done to help people achieve best possible financial outcomes
Andy Curran, CEO Savings and Retirement, UK and Europe, Phoenix Group, said: “The reality is the majority of people have to navigate…
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Pensions guidance gap fuels £132bn savings shortfall
More than two thirds of UK 50–64-year-olds don’t know how much they’ll need for retirement Only a fifth of 50–64-year-olds have spoken…
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PLSA calls for companies to disclose their climate impact as part of its 2022 Stewardship and Voting Guidelines
Ensuring companies are properly disclosing their footprint on the environment in the wake of the ongoing climate emergency is paramount to their…
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EIS Carry-Back and minimising 2020/21 Income Tax
By Andrew Aldridge, Partner at Deepbridge Capital Your clients promise to submit their tax returns well ahead of January every year don’t…
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Green Angel Syndicate invests in Sphera, helping the construction sector build a Net Zero world
Green Angel Syndicate (GAS) – the UK’s largest network of specialist investors fighting climate change – was delighted to lead a £1.9…
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£300 billion of UK pension money invested in companies linked to deforestation
Two pounds for every ten invested in an average pension is linked to deforestation. Savers could unknowingly invest over £6,500 in businesses…
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HMRC loses nearly 1,500 electronic devices over past 5 years
Security fears as taxman loses laptops, mobiles and tablet computers worth hundreds of thousands of pounds. Her Majesty’s Revenue & Customs (HMRC)…
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Schroders’ greenhouse gas emission reduction goals formally validated by the Science Based Targets initiative
Schroders has announced that its greenhouse gas emission reduction goals have been formally validated by the Science Based Targets initiative (SBTi). The…
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Structured Product 5-year review shows strength of investments across market conditions
Autocalls dominate and deliver strong returns across the five-year period Market trend to shorter duration plans is cause for concern Structured products…
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Adviser CRM Company Adviser Cloud Teams Up with Morningstar to Provide UK Fund Data
Adviser Cloud today announced it has teamed with Morningstar to provide data covering all UK funds in a bid to provide firms…
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