Welcome to our final edition of IFA Magazine for 2023. It’s certainly been a busy year for us all, with plenty of shocks and surprises as well as more orthodox challenges keeping advisers – and journalists like us - on our toes. Whether it’s Consumer Duty, the...
News
98% of big emitters’ financial statements surveyed do not sufficiently acknowledge climate risks
Of 134 multi-national companies responsible for up to 80% of corporate industrial greenhouse gas emissions, 98% did not provide sufficient evidence that their financial statements include the impacts of climate-related matters. This is one of the findings of the new...
Millennials think they have the Midas touch when it comes to investing, says new research
Millennials are more bullish than any other age group when it comes to predicting their own investment returns, new research shows. Research from Equiniti (EQ) reveals that of the 2,000 UK investors researched, Millennials (aged 25-40) predicted an average return of...
TISA calls for new secondary regulatory objective to promote the financial wellbeing of UK households
Ahead of the Committee Stage of the Financial Services and Markets Bill, The Investing and Saving Alliance (TISA), the cross-industry financial services membership body, is calling on legislators to place a new secondary objective to promote the financial wellbeing of...
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Foresight VCTs invest £5 million in antimicrobial technology developer Copptech
Foresight Group, a listed private equity and infrastructure investment manager, has completed a £5 million growth equity investment into...
PIMCO – Cyclical Outlook Key Takeaways: Prevailing Under Pressure
The economic outlook remains challenging, but PIMCO believes higher yields contribute to a compelling case for bonds. By Tiffany Wilding,...
Do we need to rethink the risk around asset classes & the ‘lifestyling’ in pensions? verdict from IFAs after a turbulent two weeks
Worries about interest rate volatility following Chancellor Kwarteng's (not so) mini-budget, as well as rising rates and the huge...
Saltus data reveals 14% rise in ESG investment amongst HNWIs with over-65s twice as likely to invest responsibly now than six months ago
This week is Good Money Week, and in light of this - the second Saltus Wealth Index Report reveals High-net-worth-individuals are more...
Chartered Insurance Institute elects new President
Russell Higginbotham, CEO of Swiss Re Solutions, has been elected President of the Chartered Insurance Institute for 2023. Mr Higginbotham...
Novia nets top industry talent with Amira Norris appointment
Novia Financial adds multi-award winning investment platform specialist Amira Norris to its growing roster of top tier talent it’s...
Cost-of-living pressures are leading to more consumers taking professional financial planning advice
Rising inflation and cost-of-living pressures are leading to more and younger people taking advice from professionally qualified Financial...
Savers may be hit with tax on savings for first time as rates rise
Written by Laura Suter, head of personal finance at AJ Bell The rates war in the savings market is great news for those with cash stashed...
FCA publishes review of business interruption insurance claims handling
A Financial Conduct Authority (FCA) review of business interruption claims handling has welcomed insurers quickly paying out interim...
Is the 95% LTV mortgage set to disappear? Brokers give their verdict
With all the question marks surrounding the economy, rates set to rise further (potentially sharply) and some predicting a property market...
How Michael’s financial adviser helped him build a diversified portfolio of early-stage private companies
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Investments in early-stage, unlisted...
Invesco announces retirement of David Millar and new Head of Multi Asset
Invesco today announced that David Millar will retire from his role as Head of Multi Asset at the end of March 2023, after ten years in...
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