Investments
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Smoothing, simplified. We learn from LV’s Head of Wealth Proposition, Kirsty Wright, why smoothed funds could be the ideal investment solution to help you to provide clients with some peace of mind.
What is the LV= Smoothed Managed Fund range? The LV= Smoothed Managed Funds are a range of five multi-asset funds, which benefit…
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Tax year-end planning and why Tech Matters with M&G Wealth’s Les Cameron
With busy end-of-tax-year planning underway for advisers and paraplanners, having the right technical support on hand can be crucial. With that in…
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Diversity is planting the seeds; inclusion is the soil in which they can grow by Bianca McMillan, Gravis Capital Management
“You don’t look like an engineer!” Don’t I? What do I look like then? Being a British Indian and raised in Spain, I’m no stranger to…
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UK funds and active funds suffer worst retail outflows on record
£108 billion withdrawn from funds in two years as UK investment industry endures a dark age, according to new data released by the…
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Investment Association: UK households feel the squeeze as £24.3bn taken from investment funds in 2023
UK savers took £24.3 billion out of funds in 2023, according to the year-end data published today by the Investment Association (IA).…
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Moneyfacts reveals their latest Picks of the Week for savings and mortgages
The Moneyfactscompare.co.uk Pick of the Week showcases the best of the latest products or rate changes to hit the consumer finance market. Brief product…
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Markets give platforms a reprieve in 2023: Fundscape
Fundscape published their headline platform figures for 2023 in early February. Today they have published further stats on the top PLATFORM PERFORMERS…
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‘Sweet and sour’ Budget combines £8 billion election year personal tax cuts with post-election plans for £38 billion of tax rises & spending cuts says Resolution Foundation
Middle earners gain at the expense of pensioners and public service users reports the Resolution Foundation in their post-budget analysis. The Chancellor…
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Child benefit budget boost for higher-rate tax paying families: experts share their reaction
In his Budget speech today, Chancellor Hunt announced changes to the High Income Child Benefit Charge raising the threshold. It’s been in…
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Pension funds, insurers, family offices and wealth managers expect bonds and equities correlation will turn increasingly negative
New research from Managing Partners Group (MPG), the international asset management company, shows institutional investors and wealth managers expect the correlation between…
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