Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
Lifetime allowance legislation remains incomplete as HMRC set to make ‘retrospective’ changes after April
HMRC has confirmed today that it intends to issue a second set of regulations changing the legislation on the lifetime allowance abolition (Newsletter 157 — March 2024 – GOV.UK (www.gov.uk)) The Finance Act 2024 sets out the main legislation for the abolition of the...
Study reveals illiquid assets move up the investment agenda for institutional investors and wealth managers
New research with financial advisers and investment professionals reveals increasing allocation to infrastructure in client portfolios
Praetura Ventures launch first ‘cohort investment programme’ in the North of England with £6m for 35 start ups
BlackRock is UK’s top performing fund brand, according to 2024 Broadridge Fund Brand 50 Report
BlackRock maintains top position in Broadridge’s Fund Brand 50 global asset manager rankings, but ESG runs into trouble in Europe The latest edition of Broadridge’s Fund Brand 50 (FB50), an annual research study by global Fintech leader Broadridge Financial Solutions,...
Growthdeck: Recent HMRC report ‘a ringing endorsement’ for Enterprise Investment Scheme – helped 88% of companies that used the scheme to grow
A new HMRC report demonstrates the huge positive impact the Government’s flagship Enterprise Investment Scheme (EIS) has had on funding for SMEs in the UK, with 88% of EIS companies agreeing that the scheme had helped them grow, says private equity firm Growthdeck....
Are leading brands about to have their Taylor Swift moment? Artemis’ Ramachandran examines ‘Swiftonomics’ in context of Chinese tourists
For centuries, the return of the common swift to the UK in mid-to-late spring has heralded the approach of brighter days to come. Over the past couple of years, the migratory pattern of a different type of Swift has had a similar effect on the mood of business owners...
Retirement
Ten years on from George Osborne’s pension freedoms bombshell, ten key stats which tell a story about retiring in Britain
Next week (19 March) marks a decade since George Osborne’s 2014 ‘pension freedoms’ Budget bombshell announcement (Chancellor George Osborne's Budget 2014 speech - GOV.UK (www.gov.uk)) The reforms, implemented in April 2015, ditched restrictions that previously applied...
Latest Resolution Foundation research finds pensioners gain £1,000 on average from policy changes since 2010
In their report released today, The Resolution Foundation have worked out that pensioners have gained £1,000 on average from policy changes since 2010, with tax rises this parliament offset by Triple Lock boost for all but the richest pensioners Taxpaying pensioners...
Half of British adults want help understanding how much to save for retirement, finds EV
Research from financial technology firm EV in conjunction with Opinium, finds that half (49%) of British adults would like help understanding how much they need to save now to have a comfortable lifestyle in retirement. Those aged between 18 and 34 are far more likely...
Study reveals nearly one in two are worried about running out of money in retirement
Investec Wealth & Investment (UK) research shows more than one in two are concerned they have not saved enough for their retirement More than one in four retired people say their income has more than halved while just one in five who are not retired believe that...
Five ways the PPI research can help people better connect with their pensions
Alan Morahan, Chief Commercial Officer, Punter Southall, shares his observations on the Pensions Policy Institute findings published last month. The latest pension industry report from the Pensions Policy Institute entitled ‘What could effective pensions engagement...
Multi Asset Funds
Mortgage defaults expected to surge by 22% over next 12 months
Analysis of ten of the UK’s largest specialist mortgage lenders shows Expected Credit Loss (ECL) is predicted to hit £760m as mortgage holders set to struggle with repayments. Seven of the top specialist mortgage lenders are expecting more than a 10% increase in...
60 nominees announced for 2024 Alpha Manager Awards from FE fundinfo
Today FE fundinfo, the global leader in investment fund data and technology for the fund management industry, announced the nominees of its annual Alpha Manager Awards. The prestigious awards showcase and celebrate exceptional fund managers who are leaders in the...
Advisers predict strong year for US and UK equities
Over 40% of the global population eligible to vote in 2024 With this backdrop, Aegon research sheds light on what advisers predict will be asset class winners and losers in 2024. US equities (49% of advisers) comes out on top despite valuations being at levels not...
Unlocking better customer outcomes through innovation
Written by Kay Westgarth, Group Manufacturing Sales Director at Key Group In the ever-evolving landscape of financial regulation, the recent introduction of the FCA Consumer Duty has significantly propelled the responsibilities of lenders and advisers alike further...
Why ARs should have their network CEO’s mobile number
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) One of the crucial elements in winning the trust of ARs is being approachable. We are all in this together, and the success of an individual broker - and their network overall - depends on being able to work...
Tax Effiency
GBI 42 | What do tax-efficient investment solutions have to offer? | January 2024
Hello, and welcome to the first issue of GBI Magazine for 2024! We hope you had a great festive period and look forward to bringing you more news as the year progresses. This issue features another exclusive interview, plus the latest news from the industry. We start...
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.
EXCLUSIVE: GrowthInvest’s Melissa Griffiths explains the focus on IHT mitigation and the benefits of diversification
Question Poll Results Revealed
Do VCTs prove to be a worthy investment?
EXCLUSIVE: SyndicateRoom’s Tom Britton highlights growth in Greentech and Healthtec startups
Broadening the VC market and the importance of ESG funds according to Jenson’s Sarah Barber
More investment news
Platform asset growth in Q4 ‘provides respite but path still fraught with headwinds’ finds lang cat research
Assets across all channels improved for every platform during Q4 2023, the first time this has happened since Q4 2021, according to the...
Two-thirds of investors in the UK experience troubles with transfers, risking value loss and higher fees
New data has brought to light how issues with transfers could be holding investors back. The research of 2,000 investors with £10,000 or...
EXCLUSIVE: Unicorn Asset Management’s Simon Moon discusses constructing VCT portfolios and the sectors where growth is likely
In the next instalment in our series of exclusive interviews with industry experts, Simon Moon, Fund Manager at Unicorn Asset...
Study reveals wealth managers and institutional investors believe digital assets have an important role to play in diversification
New global research by London-based Nickel Digital Asset Management (Nickel), Europe’s leading regulated and award-winning, regulated...
Bank of Japan signals first rate hike for 17 years – investment strategists share reaction and analysis
It had been much talked about before yesterday and had been widely anticipated, however the Bank of Japan's decision to hike rates for the...
EXCLUSIVE: Maven Capital Partners’ Ewan MacKinnon reveals growth opportunities in vibrant UK sectors
In the next instalment in our series of exclusive interviews with industry experts, Ewan MacKinnon, Partner at Maven Capital...
Why is EIS and SEIS so important in 2024?
The Enterprise Investment Scheme and Seed (SEIS) continue to play fundamental roles in supporting some of the most exciting new businesses...
Rising requirement for comfortable retirement opens door for advisers
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Everyone wants to enjoy some level of comfort in retirement, to be able to make...
Solid foundations build strong relationships: welcome to the Aviva Platform
The Aviva Platform offers a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial...
Fundscape publishes the Essential Guide to UK fund Distribution 2024
The UK asset management industry is facing unprecedented challenges: the rise of index solutions and commoditised investments,...
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Trending articles
Don’t hold off for better mortgage rates in the near future warns Continuum
Many homeowners and homebuyers are holding off on committing to a new fixed interest mortgage rate, hoping for rates to decrease in the near...
IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE)...
Woodford investors receive first redress payments from £230 million scheme
Investors in the fund formerly known as the Woodford Equity Income Fund are set to receive £185.7 million as Link Fund Solution issues the f...
Conflict of interest judgment could have lasting implications for professional deputies
The long-awaited ruling by the Senior Judge of the Court of Protection around the appointment of in-house investment managers to act on beha...
How to Gain Income Tax Relief This Year While Also Backing Britain
Investors navigating the complex landscape of wealth management often seek avenues that not only offer lucrative returns but also come with...
Santander UK reduces selected fixed mortgage rates for new business by up to 0.21%
Santander UK has today made reductions to selected fixed rates for new business across its purchase, remortgage, and buy-to-let range. The f...
Invesco joins the ACT Alliance as a partner of City Hive pledging to build back trust for the investment management industry through transparency
As part of their commitment to transparency and accountability, Invesco is proud to announce its partnership with City Hive and has joined t...
Debt Awareness Week: 1 in 6 Brits say they’ve hidden debt from their partner
New research reveals 1 in 6 (17%) Brits say they’ve hidden debt from their partner ahead of Debt Awareness Week 2024. There comes a po...
Growthdeck: Recent HMRC report ‘a ringing endorsement’ for Enterprise Investment Scheme – helped 88% of companies that used the scheme to grow
A new HMRC report demonstrates the huge positive impact the Government’s flagship Enterprise Investment Scheme (EIS) has had on funding for...
Why strength lies in differences, not in similarities
Business and Development, Insurance and Protection
A powerful Q&A with Rose St. Louis, Protection Director at Lloyds Banking Group, highlighting why boosting DEI initiatives within financ...