Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
New survey reveals 42% of Brits would leave the UK for their retirement if able to
A new survey has revealed the UK’s sentiment regarding pensions and retirement. The survey, conducted by investment comparison site Investing Reviews, asked over 2,000 users their opinions and attitudes towards retirement, pensions and investments to better...
Tips for bringing forward your ‘Tax Freedom Day’
This year Tax Freedom Day falls on Thursday 8th June. This is the day of the year by which, theoretically, the average UK taxpayer will have earned enough to pay all of their taxes for that year. This includes tax on all income, as well as the purchase of all goods...
World Ocean Day: A Q&A with abrdn’s Bowie-MacDonald on the importance of oceansÂ
In this Q&A, Daniel Bowie-MacDonald, senior investment specialist, abrdn, reflects on the progress made in recent years and why it’s so crucial that we maintain this momentum Daniel is one of UNESCO’s Intergovernmental Oceanographic Commission’s experts, whose...
Low carbon cooling innovation attracts Green Angel Ventures investment
Green Angel Ventures today announced the completion of an investment in an early stage venture producing a revolutionary new glass coating. Albotherm Ltd, is a ClimateTech spinout specialising in the development of low carbon cooling coatings. The investment was led...
Retirement
New survey reveals 42% of Brits would leave the UK for their retirement if able to
A new survey has revealed the UK’s sentiment regarding pensions and retirement. The survey, conducted by investment comparison site Investing Reviews, asked over 2,000 users their opinions and attitudes towards retirement, pensions and investments to better...
More than two in five over 55s unaware they can access 25% of their pension pot tax-free
More than two in five (43%) over 55s are not aware they can take 25% of their pension pot tax-free, new research1Â from Standard Life, part of Phoenix Group, reveals, highlighting a lack of knowledge which could result in people making ill-informed decisions when they...
David Fairs calls for rethink of ‘sticking plaster’ rules to allow more members of DB pension schemes to benefit from ‘Freedom and Choice’
LCP Partner David Fairs, until recently Executive Director of Regulatory Policy at the Pensions Regulator, has called for rule changes to allow more people to benefit from ‘freedom and choice’ in pensions. In his new blog, published today by LCP, David Fairs points...
New survey reveals 7 in 10 Brits believe it’s harder to retire now than ever beforeÂ
A new survey has revealed the UK’s sentiment regarding pensions and retirement. The survey, conducted by investment comparison site Investing Reviews, asked over 2,000 users their opinions and attitudes towards retirement, pensions and investments to better...
Study finds poor understanding of state pension basics, with misconceptions commonplace
A new study into public attitudes towards the state pension has found understanding of the state pension is poor, with participants often struggling to explain even basic aspects of how the system works. Participants tended to overestimate their knowledge about the...
Multi Asset Funds
Are AirPods good or bad for office culture? Small business owners share their views
UK newswire, Newspage, asked a selection of business owners, from HRs and marketers to mortgage brokers and IFAs, whether wearing AirPods in the office is anti-social, hindering creativity and team work, or is essential to help staff concentrate. They share their...
New survey reveals 42% of Brits would leave the UK for their retirement if able to
A new survey has revealed the UK’s sentiment regarding pensions and retirement. The survey, conducted by investment comparison site Investing Reviews, asked over 2,000 users their opinions and attitudes towards retirement, pensions and investments to better...
PIMFA calls on Government to embrace a generational opportunity to re-energise the UK retail investment market six months on from Edinburgh Reforms
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has called on the Government to embrace a ‘a generational’ to re-energise the UK retail investment market, six months on from the...
VR/AR Apple enters the fray
Written by Patrick Garvin, Product Director, Asian and Emerging Market Equities at Invesco The launch of Apple’s mixed reality headset was always going to garner a lot of attention, given its history of successfully launching mass-market products. It’s an event we’ve...
Are we heading for a property market crash? Experts deliver their views
Following the Halifax reporting earlier this week that house prices registered the first annual contraction in more than a decade in May, UK newswire, Newspage, asked property experts if a property market crash is on the cards. The views of 10 can be seen below....
Tax Effiency
GBI 38 | Tax Year End | April 2023
We are delighted to welcome you to the latest issue of GBI Magazine. Yes tax year end is approaching and we know how busy our readers are so with that in mind we’ve brought you a selection of articles that are timely and topical. Jack Rose of Triple Point talks...
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.
Cambridgeshire to become innovation hotspot for Cambridge ‘wide’ Open Day
UK Businesses and Investors back World Oceans Day and National Environment Day
Tips for bringing forward your ‘Tax Freedom Day’
Low carbon cooling innovation attracts Green Angel Ventures investment
Manufacturing Marketing Platform Secures £500,000 Seed Round Investment from Blackfinch Ventures
More investment news
Focus on fundamentals: Ninety One’s Rossouw looks at the attractions of ‘quality’ companies
Written by Clyde Rossouw, Global Franchise Portfolio Manager and Head of Quality, at Ninety One As we move deeper into 2023,...
“Teenagers, curfews & interest rates” Thoughts from Orbis investments’ Dan Brocklebank
Written by Dan Brocklebank, Director and UK Head at Orbis investments A few weeks ago I was woken at 1.30am by a teenage son and a friend...
Green energy innovation secures Green Angel Ventures investment
Green Angel Ventures today announced it has completed its latest investment in green energy company, Edinburgh-based Carbogenics. The...
Pension funds slow to invest in biodiversity despite massive opportunities to support nature restoration
A new report reveals that while awareness of biodiversity risks among UK pension funds is growing, at least 62% are not invested in any...
Pension scheme surpluses rise on the back of sharp gilt yield rises
Across May 2023, UK pension schemes’ funding positions have improved by c.£40bn against long-term funding targets. Based on assets of...
More than two in five over 55s unaware they can access 25% of their pension pot tax-free
More than two in five (43%) over 55s are not aware they can take 25% of their pension pot tax-free, new research1Â from Standard Life, part...
Investment Grade Bonds offer attractive opportunities in quality issuers during volatile and uncertain market conditions
Michalis Ditsas, Investment Director, Fixed Income, Federated Hermes Limited, outlines why the global investment grade universe currently...
What are the strongest drivers for choosing an investment platform?
Service and relationship are the strongest drivers for an adviser’s choice of platform. Advisers should be aware that the broker...
Gender pensions gap: Women have 35% smaller pensions than men
Laura Suter, AJ Bell’s head of personal finance and founding ambassador of the AJ Bell Money Matters campaign, comments on the...
Gender pension gap statistics ‘vital first step’ to tackling ‘profound inequalities’ in pensions – Laura Myers, LCP
Today’s publication by the Government of the first official figures on the gender pension gap has been welcomed by LCP partner Laura Myers...
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Trending articles
The Final Countdown: IFA Magazine’s June edition is live now
Welcome to the June edition of IFA Magazine. As regular readers are probably aware, your friendly Editor is rather partial to a song title f...
Industry experts react to delay of Pension Dashboards Programme
It was announced earlier this morning that the Department for Work and Pensions (DWP) has delayed its Pensions Dashboards Programme until 31...
Podcast #43: Advisers warn financial planning is getting harder: with HSBC Life’s Mark Lambert
There’s been some interesting new adviser research out today from HSBC Life (UK) Limited, carried out in association with consulta...
HSBC Life: Advisers Warn Financial Planning Is Becoming Harder
More than two out of three advisers believe financial planning has become harder over the past five years as tax changes combine with politi...
Chartered Insurance Institute listed in UK’s 10 Largest Professional BodiesÂ
The Chartered Insurance Institute (CII) features at number 10 on the UK’s Largest Professional Bodies list from MemberWise Network, with CII...
Gender pension gap statistics ‘vital first step’ to tackling ‘profound inequalities’ in pensions – Laura Myers, LCP
Today’s publication by the Government of the first official figures on the gender pension gap has been welcomed by LCP partner Laura Myers a...
UK’s largest companies sharpen focus on workplace mental head and link between financial well-being and mental health strengthens
Almost a quarter of the UK’s largest listed employers have improved their performance on workplace mental health overall in the past year, a...
“Teenagers, curfews & interest rates” Thoughts from Orbis investments’ Dan Brocklebank
Written by Dan Brocklebank, Director and UK Head at Orbis investments A few weeks ago I was woken at 1.30am by a teenage son and a friend of...
Halifax May House Price Index – reaction from estate agents, brokers and conveyancers
Following the Halifax May house price index published this morning, mortgage and property specialists have reacted. Jamie Minors, managing d...
Wealth management platform records sector record-breaking growth
Investment Platform Third Financial (Third) has announced a further three new business wins in the first four months of 2023 as it continues...
