Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
How this Wesleyan With Profits fund differs from the rest (CPD webinar opportunity)
By managing the smoothing of their With Profits fund on a daily basis, Wesleyan do not have to apply the sudden adjustments typically seen with other smoothed funds. For example, a very common feature of With Profits and smoothed funds is applying market value...
Will resurgent shareholder activism help reignite the biotech sector?
By Ailsa Craig and Marek Poszepczynski, co-investment managers of the International Biotechnology Trust With long-term drivers of demand including an ageing population and accelerating scientific innovation, the biotech industry remains on a stable and long term...
Avoid gambling with your legacy – Winckworth Sherwood
By Samantha Warner, Senior Associate at Winckworth Sherwood Searching for the term ‘will writing’ brings up a plethora of adverts for free wills and low-cost wills. But is a quick and easy online will the bargain that it appears to be, or will it come back to haunt...
“The big challenge is for the client to understand sustainable investment regulation” says Guillaume Gassmann
Written by Guillaume Gassmann, fund manager and manager analyst at La Financière Responsable (LFR) Investing in line with environmental, social and governance (ESG) criteria is one of the megatrends of recent years and more and more institutional and private investors...
Retirement
Employers contributing £39 billion a year to private sector workplace pensions
Analysis from Broadstone of the latest DWP workplace pensions data uncovers the vast contribution to worker’s pensions made by employers and through government tax relief. Businesses contributed £38.6 billion to worker pensions in 2022, just over a quarter (28%) of...
Autumn Statement ‘huge leap forward’ in plans to avoid ‘wasting’ £1 trillion in DB pension assets – Steve Webb
The Chancellor’s Autumn Statement announcement of plans to make it easier for well-funded DB pension schemes to run on and build a surplus are a ‘huge leap forward’ according to LCP partner and former pensions minister Steve Webb. Although the measure was not...
Chancellor sticks with Triple Lock manifesto pledge in Autumn Statement- pensions experts react
With Chancellor Hunt now on his feet in the chamber, experts have been sharing their reaction to the Autumn Statement announcement that the State Pension will increase by 8.5% from April 2024, maintaining the manifesto pledge to stick with the Triple Lock. Fresh out...
Jeremy Hunt to explore ‘pot for life’ reforms to solve £27 billion lost pensions problem: analysis from AJ Bell’s Tom Selby
Chancellor Jeremy Hunt will explore reforms to allow savers to choose their own pension scheme for automatic enrolment in tomorrow’s Autumn Statement, the FT reports (Source: Jeremy Hunt to offer UK workers ‘pot for life’ in sweeping pension reforms (ft.com)) Under...
SJP’s Claire Trott warns of ‘unintended consequences’ and calls for delay in changes to LTA regulations to 2025
Commenting on the proposed changes to the Lifetime Allowance (LTA) Claire Trott, Divisional Director of Retirement & Holistic Planning at St. James’s Place, said: “The removal of the penal tax charges in relation to benefits in excess of the Lifetime Allowance has...
Multi Asset Funds
How this Wesleyan With Profits fund differs from the rest (CPD webinar opportunity)
By managing the smoothing of their With Profits fund on a daily basis, Wesleyan do not have to apply the sudden adjustments typically seen with other smoothed funds. For example, a very common feature of With Profits and smoothed funds is applying market value...
Responsible investing: Research in Finance’s UKRIS study explores what’s holding us back
As 2023 draws to a close, now is a good time to reflect on some of the key learnings from Research in Finance’s most recent annual UK Responsible Investing Study (UKRIS) before the next wave of research launches in early 2024. Climate change is consistently...
AJ Bell’s Laith Khalaf comments on latest ONS data
Overseas investors hold a record high 57.7% of the UK stock market, according to data released by the ONS today. The proportion of UK shares held by UK individuals fell to 10.8% and the proportion held by pension and insurance companies fell to 4.2%, down from 45.7%...
New data finds that one-third of investors invested more despite the cost of living
What have been 2023’s leading investment trends? A comfortable pension for retirement, ESG credentials and financial independence - new survey data from CMC Invest reveals all below: Censuswide research, commissioned by CMC Invest, uncovers how people invested in...
Launching our EQ Positive Impact report for 2023
EQ Investors is proud to unveil its seventh annual Positive Impact report. London: 20 November 2023 – EQ Investors (EQ), the B Corp wealth manager, has published its 2023 Positive Impact report. Now in its seventh edition, the report brings to life the social and...
Tax Effiency
GBI 41 | The EIS Verdict | December 2023
Welcome to the final issue of GBI Magazine for 2023! If you were able to attend our much-anticipated ‘EIS on Trial’ webinar, I hope you enjoyed it! However, if you weren’t available to attend, this issue has got you covered. We kick off this magazine by revealing the...
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.
Extended EIS Sunset Clause: Will Investors Seize the Opportunity?
IFAs can invest in EIS product specifically for IFAs at 20% discount – deadline mid-December
BitBaby: SEIS/EIS Companies to Watch
Spotting clients that could benefit from tax-efficient investments
Autumn Statement: “Delight” over extension to EIS and VCT sunset clause to 2035
More investment news
Savers rush to fixed-rate accounts before interest is cut – AJ Bell
Laura Suter, head of personal finance at AJ Bell, comments on the latest Bank of England Money and Credit data. She said: “Savings rates...
Artemis to launch its Leading Consumer Brands Fund
Artemis has confirmed the launch this week of its latest fund, designed to tap into the increasing appetite of the world’s ever-larger...
Opportunities in Private Credit: Stepping In as Banks Step Out
By Jamie Weinstein, John Murray, Jason R. Steiner, and Kristofer Kraus, portfolio managers at PIMCO As banks pull back from many types of...
IFAs can invest in EIS product specifically for IFAs at 20% discount – deadline mid-December
A new launch, offering IFAs the chance to increase the value of their business, serve orphaned clients and benefit from pre-approved...
Emerging markets: favourable currents strengthening beneath choppy waters – Ninety One
By Victoria Harling, Head of Emerging Market Corporate Debt, Varun Laijawalla, Portfolio Manager and Grant Webster, Co-Head of Emerging...
Dynamic Planner now risk profiles F&C Investment Trust
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk profiling the world’s oldest collective investment...
69% of 16- to 35-year-olds want to see their pensions invested in environment and local community
New research from Gresham House, the specialist sustainable investment manager, has found that the majority of young, working adults in...
BitBaby: SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazine we are showcasing the most innovative and...
Rathbones adds Global Sustainable Bond Fund to fixed income suite
Rathbone Unit Trust Management Limited has announced the launch of the Rathbone Greenbank Global Sustainable Bond Fund on 30 November...
What is in store for investment markets in 2024?
Ernst Knacke, Head of Research at Shard Capital, has given his 2024 outlook for investment markets. He said: “As we enter the...
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