Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.

Praetura appoints three business veterans to expand support for tech and life sciences start-ups
Praetura Ventures, the Manchester-headquartered venture capital investor, has appointed three new industry heavyweights as operational partners to mentor its growing portfolio of 37 companies. Siobhan Almond, Mark Horncastle and Penny Attridge have all joined...
Social Enterprise leading the charge in tackling prisoner education secures £150,000 of investment
The Bank of America-backed Growth Impact Fund, developed by Big Issue Invest and UnLtd, announces its second investment. Doing What Really Matters (DWRM), a social enterprise that works with universities to offer degree courses to facilitate prisoner rehabilitation,...
Seven big questions IFAs should be asking fund managers about liquidity
A recent report by the European Central Bank (ECB) shows that the total net assets of funds predominantly invested in less liquid assets reached nearly €1.2tn (over £1tn) in 2021. This level of exposure is a worrying sign, says digital asset manager Collidr. Combined...
The need for platform research and due diligence; IFA Magazine’s Platform Research Report available NOW
Advisers understand the need for platform research and due diligence. It is in the best interests of business to carry out robust, repeatable and recordable research and due diligence exercises when selecting tools to help their business. To assist advisers in...
Retirement

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 before
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...

Tax-free cash and a volatile market; the benefits of a layered approach for a sustainable retirement income – Legal & General’s Cecilia Furner
Written by Cecilia Furner, Distribution Director of Retail Annuities at Legal & General Eight years on from the introduction of Pensions Freedoms, and we have seen how behaviour has changed when retirees access their pension pots. There is more choice than ever...

Aegon: What the latest inflation figures mean for the future of the state pension triple lock
Following the announcement that the Consumer Prices Index (CPI) rose by 8.7% in the 12 months to April 2023, Steven Cameron looks ahead to what the latest figures could indicate for next year’s state pension increase. Steven Cameron, Pensions Director at Aegon, said:...
Multi Asset Funds

Employee engagement experts reveal five ways to motivate remote workers – and why time-tracking software ISN’T the answer!
It’s no secret that remote working has become widespread in the UK. In fact, 16% of employees reported solely working from home between September 2020 and January 2023. There are many harmful misconceptions surrounding remote working, including the concern that...

Investing According to Artificial Intelligence
With Google recently releasing the most advanced AI Chatbot on the market in Bard, people in various industries all around the world have found different ways to utilise it to help them in both their work and leisure life. At the moment, AI’s capabilities seem...

Capita Cyber Attack: A Wake-Up Call for the Pensions industry
Written by Melanie Hart, a partner specialising in cyber-response and data breach disputes at law firm Kingsley Napley LLP The pensions industry is built on a foundation of trust and security. It has to be. Every stakeholder in the pensions arena deals with highly...

Praetura appoints three business veterans to expand support for tech and life sciences start-ups
Praetura Ventures, the Manchester-headquartered venture capital investor, has appointed three new industry heavyweights as operational partners to mentor its growing portfolio of 37 companies. Siobhan Almond, Mark Horncastle and Penny Attridge have all joined...

Goodison Park revealed to be the Premier League stadium decreasing your home’s value the most
For many football fans, living next door to their team’s home stadium could be seen as a dream come true. Meanwhile, others might be less keen on the match day traffic and rowdy fans that can come with living in close proximity to a home ground. To find out...
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.

Praetura appoints three business veterans to expand support for tech and life sciences start-ups

Puma Investment’s David Kaye reflects on the 2022/23 tax year from a VCT perspective

Record number of companies raising money through Enterprise Investment Scheme

Covatic raises $5m USD in Series A funding, led by Praetura Ventures

Industry experts react to HMRC data that shows record year for EIS and SEIS
More investment news

Almost half of Brits have never invested their money, research shows
More and more Brits are looking to grow their savings through investing, with Google searches for “how to buy stocks in a company” growing...

PruFund’s availability on the M&G Wealth Platform ‘opens doors’ for advisers to be more efficient with their clients investments says Paul Fidell
In conversation with IFA Magazine, Paul Fidell, Senior Business Development Manager at M&G Wealth, discussed the launch of the...

Inflation – is the end in sight?
For investment professionals only Author: Ben Lord, M&G Investments As we look ahead to the second half of 2023 we maintain a positive...

Emerging Asia set to deliver economic outperformance to 2050 and beyond, according to new research from abrdn
The abrdn Research Institute (aRI) has released research showing that key drivers are in place to support economic outperformance in...

Wealthify: Women’s long-term savings at risk: 87% choose cash accounts over investments
New research* released today by online investment service Wealthify reveals that nearly nine in ten women (87%) are being put off from...

Women’s long-term savings at risk: 87% choose cash accounts over investments
New research released today by online investment service Wealthify reveals that nearly nine in ten women (87%) are being put off...

Why ‘sell in May and go away’ is a myth
Written by Hal Cook, Senior Investment Analyst, Hargreaves Lansdown Investors will have heard the adage ‘sell in May and go away’. This...

Tax-free cash and a volatile market; the benefits of a layered approach for a sustainable retirement income – Legal & General’s Cecilia Furner
Written by Cecilia Furner, Distribution Director of Retail Annuities at Legal & General Eight years on from the introduction of...

Comment: More sharks and Chat GPT busters needed in the investment management tank
Charles White Thomson (pictured), CEO at Saxo UK, reflects on the changing face of asset management and why experience is value even in an...

Collidr: The big questions IFAs should be asking fund managers about liquidity
A recent report by the European Central Bank (ECB) shows that the total net assets of funds predominantly invested in less liquid assets...

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Trending articles
Capita Cyber Attack: A Wake-Up Call for the Pensions industry
Written by Melanie Hart, a partner specialising in cyber-response and data breach disputes at law firm Kingsley Napley LLP The pensions indu...
Growing your IFA business – where to begin?
Written by Richard Phillips, Network Development Director, ValidPath Financial advisers must ensure they are constantly developing and growi...
New research shows Gen Z are immersing themselves in the world of investing
CFA Institute, the global association of investment professionals, and the FINRA Foundation, a not-for-profit organization that helps u...
Podcast #41: The state of the UK and Global economy – with Brooks Macdonald’s Dr. Niall O’Connor
The focus of this week's IFA Talk Podcast is something that continues to pose a problem to advisers and their clients. The UK and global eco...
PruFund’s availability on the M&G Wealth Platform ‘opens doors’ for advisers to be more efficient with their clients investments says Paul Fidell
In conversation with IFA Magazine, Paul Fidell, Senior Business Development Manager at M&G Wealth, discussed the launch of the PruF...
Inflation – is the end in sight?
For investment professionals only Author: Ben Lord, M&G Investments As we look ahead to the second half of 2023 we maintain a positive o...
“The carnage continues” as Virgin Money, TSB and NatWest announce product changes – reaction from brokers
Virgin Money, TSB and NatWest are the latest lenders to announce product changes today, according to brokers. Their thoughts on the notice b...
The future of platforms – and why collaboration is key
Aviva's Roger Marsden talks to IFA Magazine’s Sue Whitbread, about the UK platforms market and why he believes Aviva is well placed to suppo...
HSBC UK appoints Legal & General to its Wealth Panel
Legal & General is now working with HSBC UK to offer its Life and Critical Illness proposition to HSBC UK customers. This gives HSBC UK...
9 in 10 over 50s believe common misconceptions about equity release
Just 6% of homeowners over 50 – who are aware of equity release – actually understand all of its product features according to research by o...