Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
Neupulse Secures Funding to Advance World’s First Wearable Device to Tackle Tourettes Syndrome
NOTTINGHAM, England--(BUSINESS WIRE)--Neupulse has secured funding to advance the world’s first wearable device aimed at tackling Tourettes Syndrome (TS) and other tic disorders towards commercialization. Neupulse’s recently finalised working prototype stimulates the...
Markets in action – learning from the past, planning for the future
How can past market events shape future thinking? Two IFAs and one fund manager came together to discuss the investment opportunities and risks in 2024, client-centric solutions and business strategies in the Consumer Duty era. To kick-off 2024, IFA Magazine hosted...
Question Poll Results Revealed
As part of GBI & IFA Magazine’s weekly question series polls, we recently ran another series of questions across our Twitter platforms (@GBIMagazine) (@IFAMagazine). The poll delved deeper into a wide range of industry topics and asked our audience a series of 4...
Half of UK adults would consider opening a British ISA
Almost one in five (18%) would definitely consider putting money into a British ISA Current ISA savers most likely to take advantage of the new product, with 57% of those who already have an ISA expressing interest A lack of savings (26%) and a disinterest in...
Retirement
How realistic are Britons’ retirement age expectations?
A new independent survey of 2,000 UK adults has found: 44% of Britons think they will retire by, or before, the current retirement age (66). Of those, only 54% have a clear financial plan in place for retirement. ...
Ten years on from George Osborne’s pension freedoms bombshell, ten key stats which tell a story about retiring in Britain
Next week (19 March) marks a decade since George Osborne’s 2014 ‘pension freedoms’ Budget bombshell announcement (Chancellor George Osborne's Budget 2014 speech - GOV.UK (www.gov.uk)) The reforms, implemented in April 2015, ditched restrictions that previously applied...
Latest Resolution Foundation research finds pensioners gain £1,000 on average from policy changes since 2010
In their report released today, The Resolution Foundation have worked out that pensioners have gained £1,000 on average from policy changes since 2010, with tax rises this parliament offset by Triple Lock boost for all but the richest pensioners Taxpaying pensioners...
Half of British adults want help understanding how much to save for retirement, finds EV
Research from financial technology firm EV in conjunction with Opinium, finds that half (49%) of British adults would like help understanding how much they need to save now to have a comfortable lifestyle in retirement. Those aged between 18 and 34 are far more likely...
Study reveals nearly one in two are worried about running out of money in retirement
Investec Wealth & Investment (UK) research shows more than one in two are concerned they have not saved enough for their retirement More than one in four retired people say their income has more than halved while just one in five who are not retired believe that...
Multi Asset Funds
TotalEnergies SE: Disclosure of Transactions in Own Shares
PARIS--(BUSINESS WIRE)--Regulatory News: In accordance with the authorization given by the ordinary shareholders’ general meeting on May 26, 2023, to trade on its shares and pursuant to applicable law on share repurchase, TotalEnergies SE (LEI: 529900S21EQ1BO4ESM68)...
The Exeter announces new CIO and Head of Insurance Solutions
UK protection and health insurer The Exeter has announced the appointments of Ali Law as Chief Information Officer and Toby Bainbridge in the newly created role of Head of Insurance Solutions. Ali Law, Chief Information Officer Ali brings a wealth of experience...
MPowered Mortgages reduce rates across entire fixed-rate mortgage range
MPowered Mortgages has reduced rates across its entire fixed-rate mortgage range. Rates reductions Rates for purchase on two years now start at 4.52% for 60% LTV (4.90%) with a £999 arrangement fee. For those looking to remortgage, rates start at 4.57% for...
Neupulse Secures Funding to Advance World’s First Wearable Device to Tackle Tourettes Syndrome
NOTTINGHAM, England--(BUSINESS WIRE)--Neupulse has secured funding to advance the world’s first wearable device aimed at tackling Tourettes Syndrome (TS) and other tic disorders towards commercialization. Neupulse’s recently finalised working prototype stimulates the...
Newly Launched Website Leads the Way in Vulnerable Customer Support Training
In an ambitious stride towards enhancing support available for vulnerable customers, Helen Pettifer Training Ltd announces the launch of its new website. The FCA Financial Lives survey indicates that around 47% of all customers have characteristics that could make...
Tax Effiency
GBI 44 | Opportunity and risk | April 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we bring you yet another magazine full of exclusive content and valuable insights from industry experts. We kick things off with the second part of our...
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.
Neupulse Secures Funding to Advance World’s First Wearable Device to Tackle Tourettes Syndrome
EXCLUSIVE: GrowthInvest’s Melissa Griffiths on the growth opportunities and risks for investors
Question Poll Results Revealed
Do VCTs prove to be a worthy investment?
Vivup and Perkbox to Combine, Creating a World-Class, All-in-One Employee Wellbeing, Benefits and Engagement Platform
More investment news
How realistic are Britons’ retirement age expectations?
A new independent survey of 2,000 UK adults has found: 44% of Britons think they will retire by, or before, the current retirement age...
Ten years on from George Osborne’s pension freedoms bombshell, ten key stats which tell a story about retiring in Britain
Next week (19 March) marks a decade since George Osborne’s 2014 ‘pension freedoms’ Budget bombshell announcement (Chancellor George...
Money market funds explained: What are they and why do investors use them?
Money market funds have become increasingly popular with advisers and clients as rates have risen AJ Bell last year launched its Money...
Broadening the VC market and the importance of ESG funds according to Jenson’s Sarah Barber
In the second part of this exclusive interview series with GBI Magazine (click here to read the first part), Jenson Funding Partners’...
The impact of Artificial Intelligence (AI) on the Pensions and Insurance Industries
Looking forward to 2024, the trajectory of AI technology and how it will transform innovation, trust, security, and efficacy in financial...
Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm offer advice...
NatWest Invests in Icon Solutions Reinforcing Commitment to Payments Modernisation
LONDON--(BUSINESS WIRE)--NatWest has announced a strategic minority investment in Icon Solutions, a leading fintech provider of payments...
AI – healthcare needs you! Latest investment note from 7IM
David Freitas, Investment Writer, 7IM, is reflecting on last week’s Budget speech and the announcement of a big chunk of funds being...
EXCLUSIVE: Vietnam Enterprise Investments Limited’s Tuan Le on the growth opportunities and risks for investors
In the next instalment in our series of exclusive interviews with industry experts, Tuan Le, Lead Portfolio Manager of Vietnam...
Adaptive ML Raises $20M to Help Companies Build Unique GenAI Experiences
This seed round will fuel growth of Adaptive’s groundbreaking AI enginePARIS & NEW YORK--(BUSINESS WIRE)--#adaptiveml--Adaptive ML, the...
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Trending articles
These are the most profitable buy-to-let hotspots
Start Up A-Z have compiled a data-led study below, to find out which locations in the UK are the most profitable for buy-to-lets. If you’re...
EXCLUSIVE: Vietnam Enterprise Investments Limited’s Tuan Le on the growth opportunities and risks for investors
In the next instalment in our series of exclusive interviews with industry experts, Tuan Le, Lead Portfolio Manager of Vietnam Enterpri...
Annual health insurance set for significant growth in coming months
Annual health insurance is set for significant growth this year driven by concerns about NHS waiting lists and continuing doctor strikes. Ne...
Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm offer advice on...
New IFA-built app becomes first to offer anyone free, real-time access to their entire net worth on their mobile phone wherever they are in the world
Independent Financial Advisory, Hoxton Capital Management, which has $1.2bn assets under management is to offer anyone free, real-time acces...
Stamp Duty remains major burden for downsizers
Recoco Property Search, a leading UK buying agency, suggests that Stamp Duty continues to be one of the biggest obstacles that prevents home...
St. James’s Place launches its first nationwide brand campaign
St. James’s Place (SJP) unveils a new campaign that celebrates the importance of tailored one-to-one financial advice in life. ‘Invaluable A...
Should first time buyers go for new build properties?
In today's challenging property market, the dream of homeownership can seem increasingly out of reach for many. However, with the surge in s...
“Inflation will hit 2% target this year but not for long, predict 1 in 2 UK bank savings professionals” source: Flagstone base rate poll
Findings from Flagstone’s six-weekly base rate pulse check, surveying senior savings professionals at UK banks on interest rate and inflatio...
Podcast #76: SDR labels – the future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense Bioy
Sustainability is back under the microscope after the FCA recently unveiled its Sustainability Disclosure Requirements (SDR) and investment...