Investments & Savings
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Pensions vs Buy to Let: Clients can do both
Research shows that the number of people planning to use property to provide a retirement income is on the rise. While buy-to-let…
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The Real Estate Investors Summit travels to Boston this June!
The most exclusive meeting point for Leading Family Offices and Innovative Fund Managers and Consultants takes place in a premium location the…
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Part-time workers face pension penalty of up to £119,000
New analysis from Standard Life, part of Phoenix Group, highlights the pension penalty facing part-time workers when it comes to preparing for…
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Doctors could save £17.7m in lifetime allowance charges by filling out one form – Quilter
Following a Freedom of Information (FOI) request from Quilter, the wealth manager and financial adviser, it has emerged that over 500 doctors…
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Fall throughs cost UK property market £1m in the last year
The latest industry index on property fall throughs by property purchasing specialist, House Buyer Bureau, has revealed that despite a quarterly reduction in both…
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The Golden Rule of Investing: How Low Volatility Stocks Mitigate Losses
Conventional wisdom has it that long-term outperformance is often a matter of limiting losses in down markets. One way conservative investors seek…
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Responsible investment: PLSA publishes new stewardship and voting guidelines
The Pensions and Lifetime Savings Association (PLSA) is publishing its 2023 update to its annual Stewardship and Voting Guidelines, which is designed to…
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Will 2023 Be Bonds’ Comeback Year? Franklin Templeton Experts on Navigating Rates and Risks
Franklin Templeton hosted the latest edition of its Megatrends Accelerate Webcast Series, an online event that brings together investment experts to share…
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The CISI welcomes UK Government’s strategy to raise the importance of education and training in reaching net zero
The Chartered Institute for Securities & Investment (CISI) welcomes the UK Government’s updated Green Finance Strategy which importantly now recognises the key…
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How Wesleyan offers a compelling investment solution for advisers and their clients
In this Q&A, Nick Henshaw, Head of Intermediary Distribution at Wesleyan, the financial services mutual, explains how and why he believes Wesleyan…
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