Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
OnePlanetCapital Climate Change EIS Fund
Renew Risk raises £1.7M seed funding to improve the financing, planning and insurance for renewable energy infrastructure. Round led by strategic investor Insurtech Gateway with participation from ClimateTech fund One Planet Capital, The London...
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...
Certainty on pensions taxation top priority for advisers
Royal London, the UK’s largest life, pensions and investment mutual has found advisers are more interested in certainty over taxation than any of the other recent pension consultations. When asked which area of government policy and regulation was of...
The long term cost of pausing pension contributions
· In the past two years, a third (33%) of all workers have investigated reducing or stopping their pension contributions, rising to 49% of workers aged 18-34 · Workers who stop contributions could miss out on employer matching, where employers match pension...
Retirement
Wide disparities in pensions knowledge uncovered within UK population as majority of adults report poor understanding
Research from Phoenix Group’s longevity think tank Phoenix Insights found that general pensions knowledge among UK adults is typically poor, but huge differences in knowledge exist within the population. The research surveyed over 3,000 adults who had not yet...
Unclaimed pensions amount to £28,000 per person – Netwealth CEO Charlotte Ransom
88% of UK savers with workplace pensions have at least one that remains unclaimed Average figure sitting in ‘lost pots’ is £28,000, an amount that could instead be used in retirement to mitigate impact of rising inflation and living cost increases Stranded...
M&G Wealth: Cost-of-living crisis hits pension saving, reducing final retirement pots by up to £270,000
A fifth of respondents have reduced pension payments already, while two fifths are reducing their savings or investments pots Temporary pauses in pension contributions for just three years could impact future pension pots by nearly £60,000 for a 30-year old worker New...
Fewer older workers leave job to retire in 2023
Data released by the ONS this morning shows that the employment rate (71.3%) for 50 to 64-year-olds is still yet to return to pre-pandemic levels (72.5% in 2019), although it has increased over the past year. It also showed a decline in the number of older workers...
1.5 million Brits never want to retire
New research from Canada Life reveals that 13% of UK adults that are not currently retired, are never planning to give up work. Unfortunately, this may be due in part to the cost-of-living crisis, with more than a third (34%) of people’s retirement plans altered as a...
Multi Asset Funds
LiveMore unveils game-changing ‘counter-offer’ feature for brokers
LiveMore continues to make sourcing later life products simple for brokers by introducing ‘counter-offer’ to its later life platform. In an industry-first, brokers only need to key their client’s details once and LiveMore will return not only all product options...
Average time it takes to sell a home falls by -8.1 days
Market analysis by estate agent comparison site, GetAgent.co.uk, reveals that despite a cooling housing market, the time it takes to sell a home in England & Wales has fallen by an average of -8.1 days in the past six months. GetAgent monitors the time it takes to...
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 value to equities at a time when risk assets look more expensive. Learn more about where we’re seizing opportunities today. Recent...
Conveyancers urged to prepare for squeeze as mortgage costs climb to 85% of household income
Soaring mortgage costs mean that homeowners in Oxford could be paying as much as 85% of their household income on monthly repayments. The desirable university city has topped a list of the most expensive places to live in the UK as ongoing interest rate hikes push...
BNY Mellon Investment Management Launches Floating Rate Credit Fund
BNY Mellon Investment Management (BNY Mellon IM), one of the world’s largest asset managers with $1.9 trillion in assets under management, today announces the launch of the BNY Mellon Floating Rate Credit Fund. The Fund is managed by Insight Investment (Insight), a...
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.
Deepbridge Levelling-up SEIS Fundraise Announced
AppFactor Closes Oversubscribed Pre-Seed Funding Round, Fueling Path to Commercial Product Release & First Paying Customers
New research from TIME Investments highlights the risk to advisers posed by intergenerational wealth transfer
TIME Investments launches new report highlighting Millennials and Gen Z advice opportunity
Defaqto Acquires MICAP to Lead the Market in Tax-Advantaged Investment Products
More investment news
Government waits nervously on ‘triple-lock’ state pension earnings announcement
Tomorrow’s official earnings growth announcement from the Office for National Statistics (ONS) could cement a second bumper state pension...
Wide disparities in pensions knowledge uncovered within UK population as majority of adults report poor understanding
Research from Phoenix Group’s longevity think tank Phoenix Insights found that general pensions knowledge among UK adults is typically...
Unclaimed pensions amount to £28,000 per person – Netwealth CEO Charlotte Ransom
88% of UK savers with workplace pensions have at least one that remains unclaimed Average figure sitting in ‘lost pots’ is £28,000,...
Investing in a Greener Future: Is Just Stop Oil Making a Difference?
The Just Stop Oil movement has been splashing the headlines with a bold orange tint. From a surprise confetti shower at former Chancellor...
HSBC Global Private Banking and Wealth Q4 2023 Outlook
In its latest quarterly investment outlook, HSBC Global Private Banking and Wealth identifies opportunities against a backdrop of...
UK environmental retreat to damage green gilt credibility
By John Ploeg, co-head of ESG research at PGIM Fixed Income The idea behind a green bond is relatively simple – the issuance should...
Register now and earn CPD at the upcoming multi-asset webinar
Has high inflation been a game changer for multi-asset? Tuesday 19th September 10-11:30 We are delighted to invite you to attend our...
Why new IA guidance means cost confusion for investors in investment company shares
Gravis’ William Macleod sheds some light on what lies behind the recent investor confusion resulting from Guidance issued by the...
Attractive yields, resilient returns
By Daniel J. Ivascyn, Esteban Burbano We see compelling value in high quality, liquid fixed income assets that may offer potential...
M&G Wealth: Cost-of-living crisis hits pension saving, reducing final retirement pots by up to £270,000
A fifth of respondents have reduced pension payments already, while two fifths are reducing their savings or investments pots Temporary...
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