Investments

New research shows Gen Z are immersing themselves in the world of investing

Brits’ money at risk of losing value over the long term, with 85% of savers choosing cash accounts over investments

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 by 300%, and “how to invest in real estate” increasing by 250% in the past 12 months. Surveying 2,000 Brits on their investing...

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 PruFund Range on the M&G Wealth Platform. M&G Wealth has recently revealed that the PruFund Growth, PruFund Cautious...

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 outlook for fixed income markets. With inflation expected to gradually come down, and with the end of the interest rate hiking...

Retirement

Aegon calls for joined up thinking on the future of the state pension age and triple lock

Following comments by Work and Pensions Secretary Mel Stride, Steven Cameron, Pensions Director at Aegon says debates around state pension age and triple lock mustn’t be kept separate and should feature in political parties’ pre-Election Manifestos. Steven Cameron...

New DWP figures reveal state pension underpayments hit record levels” – “truly shocking” says Steve Webb in reaction

The latest annual statistics on benefit fraud and error from DWP, published today (11th May) show that underpayments of state pensions have reached record levels. According to the latest statistics, the total amount underpaid in 2022/23 was £670m compared with...

Majority of soon-to-be-pensioners not prepared for retirement, women worse off than men

Majority of Brits not on track to retire comfortably - over a third of Brits are uncertain about their retirement 64% percent of Brits do not feel confident about their retirement Over half of British millennials don’t know what they have in their pension pot 31...

Worried retirees having to supplement their income amid the cost-of-living crisis, Charles Stanley

Two in five (40%) retirees are worried about their retirement provision due to the continued rises in the cost of living, according to new research from Charles Stanley. Almost half (46%) of retirees say they are supplementing their income in other ways to ensure...

One in four Brits plan to protest if the Government raises retirement age to 70

A quarter of Brits say they are willing to protest if the Government looks to raise the national retirement age, according to new research by pensions expert, Penfold. A survey of 2,000 British workers, commissioned by Penfold, found that over two-thirds (67 per...

Multi Asset Funds

Growing your IFA business – where to begin?

Business and Development

Written by Richard Phillips, Network Development Director, ValidPath Financial advisers must ensure they are constantly developing and growing their practice to stay ahead of the curve in a highly competitive and ever-evolving industry. However, with tighter rules...

Just one senior manager punished in seven years under SMCR

Business and Development

Only one enforcement action has been taken since the introduction of the Senior Managers and Conduct Regime (SMCR) in 2016, research from financial regulation consultancy Bovill reveals. A Freedom of Information request (FOI) shows that the Financial Conduct Authority...

Technology spending drives consumer duty investment, finds iPensions Group

Consumer Duty

Spending on new technology is the biggest driver of increased investment by adviser firms ahead of the implementation of Consumer Duty rules coming into effect from July 31st 2023, new research* from growing SIPP provider iPensions Group shows. Its study found more...

Consumer Duty countdown: Bankhall’s three steps to achieving substantive compliance

Consumer Duty

With now less than two months to go until Consumer Duty implementation on 31 July 2023, substantive compliance is fast becoming the hot topic of the day. Regulated businesses that have achieved substantive compliance will be able to demonstrate that all products,...

HSBC UK appoints Legal & General to its Wealth Panel

Business and Development

Legal & General is now working with HSBC UK to offer its Life and Critical Illness proposition to HSBC UK customers. This gives HSBC UK Wealth clients access to Legal & General’s intermediary product suite consisting of Life Insurance, Critical Illness, Family...

Tax Effiency

GBI 36 | Tax Efficiency in Focus | February 2023

I think if it’s possible we are even busier than usual for this time of year. You will have noticed we took a different approach in January to bring you individual detailed coverage in separate reports for SEIS, EIS, VCT and BR/IHT authored by our friend and colleague...

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.

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Hargreave Hale AIM VCT Announces the Appointment of Abbe Martineau as Legal Counsel

OnePlanetCapital complete a successful 2022-23 with 400% growth and circa 5m GBP raised

Rewarding Excellence – The EISA Awards 2023

GAS makes significant contribution to recycling trailblazer

HMRC: Inheritance Tax Receipts reach £7.1 billion from April 2022 to March 2023, up £1 billion year-on-year

More investment news

High Court success for Kingsley Napley client in protracted pension fund civil fraud case

Bribery claims by liquidator against former pension fund managers upheld. Kingsley Napley is pleased to have advised the liquidator of...

EICB finds large gaps between advisers and investors on retirement confidence

Annuities revival drives advisers and consumers to reassess retirement income options. Consumers are overconfident of retirement...

Managing short-term sustainability pressures with long-term drivers: Robeco delivers latest Sustainable Investing update

You might say that sustainable investing had an ‘annus horribilis’ in 2022. High headline inflation was driven by the war in Ukraine and...

LCP: Trustees need to be ‘ahead of the curve’ when it comes to scrutinising net zero strategies