Investments

New survey reveals 7 in 10 Brits believe it’s harder to retire now than ever before

The future of platforms – and why collaboration is key

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!

Digest

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

Digest

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

Digest

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

Goodison Park revealed to be the Premier League stadium decreasing your home’s value the most

Mortgage and Property

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.

Explore GBI

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

GBI, Tax Efficiency

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