Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
Claire Trott, Divisional Director – Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics
Claire Trott, Divisional Director - Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics: Pension contributions continue to increase. “Personal pension contributions have been on the increase since 2016/17...
Alternative investments go mainstream: new Royal Mint research finds accelerating UK investor appetite
The Royal Mint has revealed new data showing increasing appetite among UK investors for alternative investments as more and more look for stronger returns from their investment portfolios. Alternative investments are classed as financial assets that do not fall into...
Workplace Pension Providers achieve strongest ever performance in Benefits Guru’s 2023 workplace pension and auto-enrolment ratings
· Nine providers – including Aviva, Royal London and Scottish Widows achieve ‘overall gold’ awards for their workplace pension and auto enrolment offering · Standard Life is the only provider to achieve a clean sweep of overall gold awards, and gold in all...
Invesco announces plans to simplify product range
Invesco, one of the world's largest independent investment management firms, with $1.5 trillion1 of assets under management, has announced plans to close its global targeted return strategy, subject to regulatory authorisation. In February 2023, Invesco formed the...
Retirement
Claire Trott, Divisional Director – Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics
Claire Trott, Divisional Director - Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics: Pension contributions continue to increase. “Personal pension contributions have been on the increase since 2016/17...
New HMRC figures show increasing impact of squeeze on pension tax relief – Steve Webb, LCP
Annual figures published this morning by HMRC show how the number of people caught by annual or lifetime limits on pension tax relief rose sharply between 2020/21 and 2021/22. It was partly in response to the growing impact of these limits that the Chancellor felt...
Workplace Pension Providers achieve strongest ever performance in Benefits Guru’s 2023 workplace pension and auto-enrolment ratings
· Nine providers – including Aviva, Royal London and Scottish Widows achieve ‘overall gold’ awards for their workplace pension and auto enrolment offering · Standard Life is the only provider to achieve a clean sweep of overall gold awards, and gold in all...
Standard Life comments: Annuity rates reach highest levels in two decades, but half of over 50s still don’t fully understand how annuities work
When tested, half of over 50s (49%) who are aware of annuities say they don't know how they work or what they do Just 39% believe annuities are best for providing a guaranteed, stable income for life Only 35% correctly answer that annuities can be used...
Workers to save extra £500 a year into pensions under new auto enrolment rules
New rules for automatic enrolment to become law as the Pensions (Extension of Automatic Enrolment) (No. 2) Bill receives Royal Assent Key reforms include: Removing the ‘lower earnings limit’ for minimum contributions, meaning the first pound of earnings will...
Multi Asset Funds
PIMFA calls for clarity on cold calling ban and public awareness campaign
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, has urged HM Treasury (HMT) to provide a clear definition of client relationships in its response to the government’s consultation on banning...
Claire Trott, Divisional Director – Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics
Claire Trott, Divisional Director - Retirement and Holistic Planning at St. James’s Place, comments on HMRC’s annual Private pension statistics: Pension contributions continue to increase. “Personal pension contributions have been on the increase since 2016/17...
Parmenion launches Flexi ISA to bring more versatile tax-efficient investing to advisers and their clients
Parmenion announces it has transformed its leading ISA product into a Flexi ISA to give advisers and their clients more ways to use ISAs as a tax-efficient financial planning tool. The existing Parmenion ISA allows clients to hold their investment solutions, within a...
Number of first-time buyers falls amid tougher housing market conditions: Halifax
First-time buyers account for over half (53%) of all home loans Number of first-time buyers down 22% between January andAugust 2023, compared to same period last year Average price of first home now £288,030 – down just 2% in thepast year First-time buyer...
TCFD is dead, long live TCFD, ISSB, TNFD…FE fundinfo’s Mikkel Bates looks to the future for assessing climate change risks
Mikkel Bates, Regulation Manager, FE fundinfo attempts to cut through the jargon to try and help advisers and wealth managers to understand what the future for the Taskforce on Climate-related Financial Disclosure might look likeWhen the Taskforce on Climate-related...
Tax Effiency
GBI 39 | Resilience and Growth | June 2023
In this issue we are delighted to be able to focus on all the positive press in our sector since our last issue and reslience and growth really captures the essence of a great many of the articles you can read here. We open with a very pertinent piece from Sarah...
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.
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More investment news
M&G launches fixed maturity bond strategy to capture the best opportunities in credit seen in a decade
M&G’s €126 billion AUM[1] Public Fixed Income investment division is launching an 18-month fixed maturity bond strategy for...
Triple Point Venture VCT launches new £10m share offer
Triple Point, the purpose-led investment manager, has today launched a new offer for subscription for the Triple Point Venture VCT...
Guinness VCTs launch £15 million fundraise
The Guinness VCT has launched an offer for up to £15 million (£10 million + £5 million overallotment). The new VCT first issued shares in...
Fixed-rate cash savings balances nearly double in 12 months
£258bn held in fixed-rate savings accounts at end of week commencing 28 August, up from £130bn last year Non-ISA variants record steepest...
Different thinking for different times: Momentum’s Think-Tank investment conference 22 years on…
Written by Glyn Owen, Investment Director at MGIM The vision of our first ‘Think-Tank’ twenty-two years ago was for a different type of...
Calculus’ CEO John Glencross comments on interest rate hike pause
Following the interest rate hike pause, which aligns with this week’s overall positive economic data trends, John Glencross, CEO and...
Moneyfacts share latest Pick of the Week savings and mortgage products
The Moneyfactscompare.co.uk Pick of the Week showcases the best of the latest products or rate changes to hit the consumer...
Higher bond yields create an attractive alternative to equities
Group CIO Dan Ivascyn discusses how fixed income has the potential to offer lower volatility, greater resilience, and better relative...
OnePlanetCapital Climate Change EIS Fund
Renew Risk raises £1.7M seed funding to improve the financing, planning and insurance for renewable energy infrastructure. Round led...
Northern VCTs launch £60 million fundraise
The three Northern VCTs have launched an offer for up to £60 million (£42 million + £18 million overallotment). Nicholas Hyett, Investment...
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