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

BILRS Secures Pre-seed Investment from Leading Venture Capital Firm Haatch
BILRS, a dynamic and innovative startup specialising in cross border bill payment solutions, is thrilled to announce its investment from Haatch, a renowned venture capital firm with a strong track record of backing disruptive technology companies. This funding will...
Onshore Bond Investment Focus Increasingly Switching to ESG and Sustainability
· Nearly three out of four advisers see increased demand for ESG investments in bonds as CGT and dividend allowance restrictions boost the market The investment focus on onshore bonds, especially those with open architecture, is increasingly switching to ESG and...
LTA confusion tops advisers’ technical questions according to Royal London
Royal London, the UK’s largest life, pensions and investment mutual, has found confusion over the lifetime allowance (LTA) generates the most questions from advisers. Royal London’s technical team is one of the busiest in the industry, delivering over...
Reaching net zero without the help of world leaders: FundCalibre’s Darius McDermott highlights 5 funds of interest ahead of Good Money Week
Last week, Prime Minister Rishi Sunak announced the rollback of the UK’s net zero targets saying he would be delaying the 2030 ban on gas and diesel cars until 2035. Not only that, but he also rejected a series of environmental proposals including one that...
Retirement

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...

Number of UK workers saving soars with powerful and popular opt-out payroll savings, says Nest Insight
Emergency savings participation rates jump by 50 percentage points, compared to opt-in approaches Around 5 in 10 new workers at SUEZ are saving, and 7 in 10 new benefits app users at Co-op and Bupa, when opt-out approaches are used. Compelling evidence presents...

Extension of Automatic Enrolment Bill passes third reading in the Lords and gains Royal Assent – reaction from pension experts
Following this morning's news that the Extension of Automatic Enrolment (AE) Bill has passed its Third Reading in the House of Lords and received Royal Assent, this gives clear implications for the direction of travel for today's workers as well as for UK retirement...
Multi Asset Funds

Dunkley’s Chartered Accountants continue Bristol growth and appoint new Director
Due to their continued growth, Dunkley’s Chartered Accountants have appointed a fourth Director. Joe Weston has been with the firm for over 8 years, having joined Dunkley’s back in 2015 as an Apprentice. In this time Joe has grown into a pivotal figure within the...

Invesco’s Thames Challenge raises over £23,000 for Dementia UK during World Alzheimer’s Month
Employees at Invesco, one of the world’s largest asset management firms, have raised over £23,000 by taking part in the firm’s annual charity challenge. For the eighth year in a row, Invesco staff took part in a 90km triathlon-style event to raise money for its...

How to prepare for 1st October energy price cap change – tips from Uswitch.com
Natalie Mathie, energy expert at Uswitch.com, has commented on what households need to do ahead of the changes coming on October 1st. She said: “The cost of energy for those on standard variable tariffs is going down on 1st October. Unfortunately though, most...

Wealth Club: ‘British Smaller Companies’ kick starts rush into VCTs
The annual rush into VCTs is on. The highly popular British Smaller Companies VCTs opened on Wednesday looking to raise up to £90 million. Within the first day £8.4 million was invested (£6.02 million through Wealth Club). The longstanding Northern VCTs, which also...

Geographical location affects likelihood of life insurance cover
Written by Dan Brumhead, Affinity Partnership & Distribution – Relationship Manager at Beagle Street The location of a home in the UK could affect whether a household has life insurance – according to Beagle Street’s study entitled, ‘The Mortgage Cover Gap:...
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.
More investment news

New global study reveals wealth managers and financial advisors to drive international investments
Almost nine out of ten (88%) wealth managers and financial advisors say they will develop more international and diversified...

Ready Steady Grow! Cardiff and Bristol 2023
Ready Steady Grow! is a series of free knowledge share and networking events taking place across the UK.Hosted by the EISA, these CPD...

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...

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