Investments & Savings
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Middle East conflict causes scheme funding deterioration in March, but it remains robust in the face of significant volatility
The Broadstone Sirius Index – a monitor of how various pension scheme strategies are performing on their journeys to low dependency –…
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Life has changed significantly for 18 million Brits – but their finances are stuck in the past
With the new tax year upon us, millions of people risk missing out on allowances, tax relief and opportunities to grow their money because…
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US-Iran ceasefire agreement: Key considerations for investors
Stephen Dover, Head of Franklin Templeton Institute, highlights the need for investors to stay constructive but disciplined as markets recover, warning against…
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Advisers’ use of multi-asset solutions: steady, trusted and still growing
Multi-asset investing has become a key part of advisers’ centralised propositions over the years. But is it still delivering, and are advisers…
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ISA investors favour global trackers and US exposure in final tax-year push
Kate Marshall, lead investment analyst at Hargreaves Lansdown, highlights strong end-of-tax-year demand for global index funds and US-focused investments as ISA savers…
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One year until cash ISA allowance cut – savers could miss out on tens of thousands by sticking with cash
With the cash ISA allowance set to fall to £12,000 from April 2027, new analysis from St. James’s Place highlights how shifting…
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Current global instability having ‘minimal impact’ as redress unlikely to be payable in most cases
The quarterly Defined Benefit (DB) Redress Tracker from leading independent financial services consultancy Broadstone provides an indicator of the level of compensation…
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Franklin Templeton’s Wang shares three investment lessons from a rollercoaster ride
Franklin Templeton’s Lisa Wang suggests practical, level-headed ways that advisers and investors can frame the massive market uncertainty caused by the Gulf…
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NS&I Green Savings Bonds back on sale with increased rate of 3.82% gross/AER
NS&I’s Green Savings Bonds have been put back on sale with immediate effect today. The new Issue pays 3.82% gross/AER fixed-rate over…
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Understanding smoothed funds in changing market conditions, with Wesleyan
Feature brought to you in partnership with Wesleyan James Tothill, an Investment Specialist at Wesleyan, looks at how different types of ISA…
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