Investments

The five myths investors must overcome in EM: T. Rowe Price

Climate Change, Investments

Is ESG investing dead? No, this is ‘just the beginning’ says SimplyBiz’ Wiesner

Deeply disappointing delays to auto-enrolment reform

Kate Smith, Head of Pensions at Aegon, has expressed her deep disappointment in the delay in the implementation of the 2017 reforms to auto-enrolment, announced at the Pensions Age Spring Conference today, commenting: “I’m deeply disappointed that the Pensions...

Square Mile: overview of fund manager sentiment in Q1 2024

Over the first quarter of 2024, Square Mile’s team of fund analysts conducted 176 interviews with fund managers running a wide range of strategies representing all major asset classes. As would be expected, there was some variance in views given the differing...

Bridging the tech gap: an imperative for wealth management in the digital age

Written By Mark Fisher, a Managing Director in Houlihan Lokey’s FinTech Group. The wealth management landscape is undergoing a significant transformation, fuelled by shifting client expectations and regulatory changes, not least of all in the form of the Consumer Duty...

Retirement

Public call for government intervention in pensions crisis to tackle climate change and boost savings

New data launched today (26 03 2024) by responsible investment organisations ShareAction, Make My Money Matter and Finance Innovation Lab shows high levels of public concern over insecurity in retirement caused by climate change and inadequate pension...

Government ‘plays for time’ over £10 billion women’s state pension compensation question: update from AJ Bell’s Tom Selby

Work and Pensions Secretary Mel Stride has made a statement to the House of Commons on the women’s state pension issue…but failed to commit to paying compensation. Instead, Stride said the government would ‘consider the findings’ of the Parliament and Health...

Pension dashboard operators combine for new industry collaboration

Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition. Members of the Dashboard Operators Coalition (DOC) will collaborate with...

‘No chance’ that Government will hold the line if it rejects WASPI pension compensations says Steve Webb, LCP

Today’s report from the Parliamentary Ombudsman recommends that Parliament comes up with a redress scheme for women who were not properly informed of changes in their state pension age. Whilst the Ombudsman says that compensation for maladministration should ideally...

DWP failed to adequately communicate changes to Women’s State Pension age: Ombudsman issues critical report into WASPI situation: reaction from the industry

Climate Change, Investments

A comprehensive investigation by the Parliamentary and Health Service Ombudsman has found that thousands of women may have been affected by DWP’s failure to adequately inform them that the State Pension age had changed.  They have released the results of their ongoing...

Multi Asset Funds

Plastic itself isn’t the enemy – plastic waste is. Fascinating insights from New Capital’s Melanie Beyeler

As we celebrate Earth Day today, and its 2024 theme of ‘Planet vs. Plastics’, this analysis for IFA Magazine from Melanie Beyeler, Portfolio Manager, New Capital Climate Transition Equity Fund, brings fascinating insight into some of the detail behind the real...

Probate delays surge – a 65% rise in year-long cases unveiled by Quilter FoI data analysis

Business and Development

New analysis of Freedom of Information (FoI) data obtained from the Ministry of Justice by Quilter has found that the number of probate cases taking over a year to be granted has risen by 65% over the last three years. In addition, the number taking just under two...

Amendment to Leasehold and Freehold Reform Bill to ‘water down’ ground rents proposals

Mortgage and Property

Significant potential changes to the Leasehold and Freehold Reform Bill were reported over the weekend, which will effectively ‘water down’ the Bill. The Bill proposed to reduce the ground rents to ‘a peppercorn’ (ie zero) which led to resistance from the Treasury due...

Buy-to-let product availability shows signs of stability

Mortgage and Property

Buy-to-let product availability is showing signs of stability, according to the latest analysis by Moneyfactscompare.co.uk. Overall buy-to-let product availability (fixed and variable) rose month-on-month, albeit marginally (39 deals). This comes after a reduction in...

How does inflation affect Fixed Income?

Fixed Income, Investments

With inflation around the world generally declining, and most economists believing that inflation has reached its peak for now, market watchers are keeping a firm eye on inflation levels. In particular, they’re looking at when or if inflation can return to a more...

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.

Explore GBI

How to Gain Income Tax Relief This Year While Also Backing Britain

How strong is the VCT market?

EXCLUSIVE: Puma Investments’ David Kaye on investing in growing UK companies and taking a proactive approach

EXCLUSIVE: Unicorn Asset Management’s Simon Moon discusses constructing VCT portfolios and the sectors where growth is likely

EXCLUSIVE: Maven Capital Partners’ Ewan MacKinnon reveals growth opportunities in vibrant UK sectors