Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
Why now’s a great time to consider early-stage investments
Make the most of available tax reliefs as tax year end approaches Tax year end is an ideal time to consider if your clients could benefit from investing in early-stage companies. An obvious reason why, is that making an Enterprise Investment Scheme (EIS) or Venture...
Time for Government to end ‘radio silence’ over state pension error causing ‘mothers to miss out on millions – Steve Webb, LCP
Reboot, UK Financial Services Race to Equality Report: Discrimination is Being Experienced by Seven in Ten Ethnic Minorities
Latest NHS maternity statistics show record C-sections, highlighting the need for employer support for new parents
SMEs must make their health and wellbeing support work harder
SMEs must leverage support available and make their health and wellbeing provision work harder, for them to compete with their larger corporate counterparts, according to research from Towergate Health & Protection. In a survey of over 500 employers in companies...
Join Jenson at our upcoming EIS webinar
Your webinar invitationEIS and SEIS: what does the future hold?Thursday 8th December 10-11:30 Join us on Thursday 8th December for an in-depth discussion of the advantages for IFAs and their clients of using the Enterprise Investment Scheme and earn CPD. We will be...
Can multi-asset funds find value in fixed income? Analysis from Ninety One’s John Stopford
2022 has been a torrid time for bond exposure in multi-asset portfolios. But does this mean there are now opportunities for those who know where to look? John Stopford, Head of Multi-Asset Income and co-Portfolio Manager, Diversified Income Fund, Ninety One, shares...
IFA Spotlight
Multi-Asset Funds
Mutli-Asset Funds enable investing across a broader spectrum than simple equities, but also include bonds and cash.
Retirement
Time for Government to end ‘radio silence’ over state pension error causing ‘mothers to miss out on millions – Steve Webb, LCP
In its latest annual report, published in July 2022, DWP admitted that a new error had been identified in state pension payments, relating to a system previously known as ‘Home Responsibilities Protection’ (HRP). HRP was a process introduced in 1978 which was...
FCA goes Back to the Future with ‘simplified advice’ ISA plans in bid to tackle advice gap
Written by Tom Selby, head of retirement policy at AJ Bell The FCA has hopped in its DeLorean and gone Back to the Future with plans to create a new simplified advice regime. It is over a decade since the regulator, then called the ‘Financial Services Authority’, set...
Rise of the ‘DIY dipper’ – advice and guidance shunned for more than half of pensions accessed, FCA figures reveal
More than half (53%) of the 705,666 defined contribution (DC) pension pots accessed for the first time in 2021/22 were taken by ‘DIY dippers’ making decisions without regulated advice or using the government’s free, impartial and independent guidance service Pension...
“Improving financial sustainability in the UK pension system may be compromising future living standards in retirement” says Pensions Policy Institute
The Pensions Policy Institute (PPI) today published the first PPI UK Pensions Framework report, titled Trends, Transitions and Trade-offs in the UK Pension System in association with Aviva. The PPI UK Pensions Framework is a new, systemwide study of adequacy,...
DWP reveals over £200 million of state pension underpayments have been identified so far
Written by Tom Selby, head of retirement policy at AJ Bell While it is positive the government has identified over £200 million of state pension underpayments, this is still a long way short of the £1 billion the National Audit Office estimates is owed to pensioners....
Multi Asset Funds
Knowledge Bank unveils new ‘post offer’ criteria search categories
Knowledge Bank, the UK’s largest criteria search system has unveiled two new search options in response to changing market conditions enabling brokers to establish which lenders offer product flexibility after an offer has been made. Brokers will now be able...
Why now’s a great time to consider early-stage investments
Make the most of available tax reliefs as tax year end approaches Tax year end is an ideal time to consider if your clients could benefit from investing in early-stage companies. An obvious reason why, is that making an Enterprise Investment Scheme (EIS) or Venture...
Time for Government to end ‘radio silence’ over state pension error causing ‘mothers to miss out on millions – Steve Webb, LCP
In its latest annual report, published in July 2022, DWP admitted that a new error had been identified in state pension payments, relating to a system previously known as ‘Home Responsibilities Protection’ (HRP). HRP was a process introduced in 1978 which was...
Brokers reveal which types of borrower will struggle to get mortgages in 2023
As lenders tighten their criteria due to rising rates, reduced affordability amid the cost of living crisis and the prospect of a long recession ahead, free PR platform, Newspage, sought views from brokers on who could struggle to get a mortgage in the months ahead....
Square Mile Academy of Funds: Ratings Round-Up for November 2022 b
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 72 interviews with investment professionals from 40 asset management groups over the course of November 2022. Based on the intelligence gained at these meetings and following reviews in...
Tax Effiency
GBI 34 | Sunrise for EIS and SEIS? | November 2022
Well, have you caught your breath yet - after a solid diet of government announcements this past month? We are certainly living in unprecedented times. Whilst this month’s GBI Magazine is leading with the end of the ‘Sunset Clause’ and the raise in the limits for SEIS...
GB Investments is a campaigning magazine for the financial adviser community, focussing on tax efficient investments such as EIS, Seed EIS, VCT, SITR and BR.
Read the latest issue of GBI Magazine and all the latest news.
More investment news
Join us as we explore what the future holds for EIS and SEIS
Your webinar invitationEIS and SEIS: what does the future hold?Thursday 8th December 10-11:30 Join us on Thursday 8th December for an...
Aviva Economic and Political Update Webinar – 8 December
2022 has seen inflation rocket, consumer confidence collapse, and huge shifts in investment markets and politics. The storm continues as...
Japan – an investment opportunity hiding in plain sight
For us, Japanese equities represent a highly compelling long-term investment opportunity. There exists a powerful, structural earnings...
We are excited to announce that the Real Estate Investors Summit returns
Leading Family Offices, Money Managers and innovative suppliers and solution providers gather on 7 - 9 December 2022 at an exquisite...
Sustainability in pension scheme strategies improve but still room for improvement on disclosures, XPS Pensions Group analysis finds
Large pension schemes have made progress on sustainability, making clear changes to their investment strategies to enhance the...
FCA goes Back to the Future with ‘simplified advice’ ISA plans in bid to tackle advice gap
Written by Tom Selby, head of retirement policy at AJ Bell The FCA has hopped in its DeLorean and gone Back to the Future with plans to...
ESG investment outlook: Making sense of data and regulatory challenges
By Cathrine De Coninck-Lopez, Global Head of ESG at Invesco Investors are increasingly being asked to have a view on how ESG aligns with...
Rise of the ‘DIY dipper’ – advice and guidance shunned for more than half of pensions accessed, FCA figures reveal
More than half (53%) of the 705,666 defined contribution (DC) pension pots accessed for the first time in 2021/22 were taken by ‘DIY...
Are We There Yet? Episode 5 – Emerging market debt is going green
The fifth episode of M&G’s ‘Are we there yet?’ explains why ESG is more than just an equity play. When it comes to sustainable...
“Improving financial sustainability in the UK pension system may be compromising future living standards in retirement” says Pensions Policy Institute
The Pensions Policy Institute (PPI) today published the first PPI UK Pensions Framework report, titled Trends, Transitions and Trade-offs...
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Trending articles
How can advisers help to spot the signs of economic abuse and coercive control? Solicitor Harriet Donovan shares expert insight
Coercive control and economic abuse are rife within wealthy divorces but family courts continue to fail the victims. Financial Advisers are...
Investors should re-examine their portfolio allocation playbooks in 2023
Macroeconomic conditions are shifting, interest rates and inflation are rising, and geopolitical unrest is making the world less stable. The...
A lifetime mortgage rate starting with a 5? More2Life listens and acts following a mortgage broker’s request
IFA Magazine has heard of a fantastic example of lenders and brokers working together to try and find solutions for hard pressed borrowers i...
FCA simplified advice consultation – reaction
Following today’s FCA consultation into a new simplified advice regime a selection of industry experts have commented. Alastair Black, Head...
Stockmarkets and the World Cup effect
Analysis from Gary Moglione, Fund Manager at Momentum Global Investment Management As a keen student of behavioural investing, I love readin...
DWS Market Outlook 2023: Return on risk assets should be above inflation
The questions of to what extent and how quickly inflation can be pushed back and how much central banks still need to raise interest rates t...
The battleground for benefits, incentives and entitlements
By Tim Baker, Director at ZEDRA As if four-day weeks and work from anywhere were not enough, the array of benefits, incentives and entitleme...
ESG investment outlook: Making sense of data and regulatory challenges
By Cathrine De Coninck-Lopez, Global Head of ESG at Invesco Investors are increasingly being asked to have a view on how ESG aligns with the...
Japan – an investment opportunity hiding in plain sight
For us, Japanese equities represent a highly compelling long-term investment opportunity. There exists a powerful, structural earnings growt...
abrdn has adopted Unipass Mailock encrypted email for adviser communications
Origo's Unipass Mailock service has already protected over 2.5 million email communications for providers, advisers and their clients. With...
