Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
Extended EIS Sunset Clause: Will Investors Seize the Opportunity?
Sarah Barber, Chief Executive Officer at Jenson Funding Partners It's a welcomed move that the Chancellor has extended the EIS sunset clause until 2035, providing a boost to entrepreneurs seeking funding and nurturing the growth of the UK start-up ecosystem. Combined...
UK funds given the green light for tokenisation development
UK authorised funds have been given the green light to develop tokenisation, following the establishment of the new Technology Working Group of the Government's Asset Management Taskforce earlier this year to harness the potential of innovative technologies for the UK...
Advisers are looking for a solution to unprofitable or orphaned clients, are you?
Developments in UK financial regulation have created an Advice Gap In recent years, changes in regulation have meant that many financial advisers have had to say "goodbye" to clients who have had simple needs from the beginning, had modest amounts of money invested...
Webinar – A smoother design for a With Profits fund (earn CPD)
The Wesleyan With Profits Growth Fund was designed with two particular objectives in mind. One was to make sure the design worked well for advisers and clients, allowing efficient access and ease of use. The second was to focus on the technology and build a With...
Retirement
5.2 million midlifers taking retirement action
Six in ten (59%) 45- to 54-year-olds are taking action to save more for retirement, according to the latest research from Phoenix Group’s longevity think tank Phoenix Insights. Midlifers facing acute pension savings challenge, needing £160,000 more on average for a...
Broadstone comments on Teachers’ Pension Scheme employer contribution changes
The announcement from the government revises the employer contribution rate of the Teachers’ Pension Scheme (TPS) from 23.6% to 28.6%. This equates to a rise of over 20% in employment costs for independent schools from April 2024 and follows the...
Just six in 10 eligible people claiming pension credit
Just six in 10 people who are entitled to pension credit claimed it in FY 2022 The average household is missing out on around £2,200 of government support 880,000 families who could have received pension credit haven’t claimed the benefit Pensioners are also not...
‘Hundreds of thousands of pensioners will have to start setting aside some of their state pension for unexpected tax demands’ – Steve Webb, LCP
A combination of the continued freeze in income tax thresholds alongside big increases in the state pension means large numbers of pensioners are being dragged into the tax net for the first time. But new analysis by LCP has shown that hundreds of thousands of these...
Nearly half of retirees admit to needing more money than expected in retirement: survey
New research reveals: Financial stability is the UK’s ultimate retirement dream 94% of the UK say their most important retirement dream is to feel financially secure for the rest of their life 41% say they have needed more money than expected in retirement The mean...
Multi Asset Funds
7IM launches strategic AI partnership with leading AI firm Aveni to introduce transformational technologies to support client-centric growth
Aveni.ai, the AI fintech business, has been selected by the client-centric, technology-driven wealth and investment management business 7IM as a strategic AI partner. The firm plans to leverage the technology as it accelerates growth following Ontario Teachers’...
Extended EIS Sunset Clause: Will Investors Seize the Opportunity?
Sarah Barber, Chief Executive Officer at Jenson Funding Partners It's a welcomed move that the Chancellor has extended the EIS sunset clause until 2035, providing a boost to entrepreneurs seeking funding and nurturing the growth of the UK start-up ecosystem. Combined...
Poised for resilience and potential price appreciation
By Daniel J. Ivascyn, Alfred T. Murata, Joshua Anderson, Esteban Burbano We see meaningful value in high quality, more liquid bonds that offer compelling yields and potential price appreciation should the economy weaken. Many investors have taken a wait-and-see...
HMRC launches new campaign to pursue unpaid tax from crypto investors
HMRC has today launched a new campaign to encourage people to come forward and disclose any unpaid tax on crypto assets such as exchange tokens, NFTs and utility tokens. Although taxpayers have previously been able to use other HMRC disclosure facilities to declare...
Savers rush to fixed-rate accounts before interest is cut – AJ Bell
Laura Suter, head of personal finance at AJ Bell, comments on the latest Bank of England Money and Credit data. She said: “Savings rates hit another record high in October, representing the peak before the subsequent fall in rates. The average rate on new fixed rate...
Tax Effiency
GBI 37 | Spring Focus | March 2023
We are delighted to welcome you to the latest issue of GBI Magazine, hot on the heels of a busy couple of months of report writing, culminating in our Annual Tax Efficient Investment Sector Research Report. Feedback has been tremendous and we were pleased to be able...
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.
Looking ahead to the ‘EIS on Trial’ Webinar, industry experts share their thoughts
The benefits of tax-efficient investing with Jenson: Part 1 of our Q&A with Jenson’s CIO, Jeffrey Faustin
Pembroke’s CEO Andrew Wolfson on VCTs: the benefits beyond tax relief
EIS on Trial – is EIS worth your investment? Poll research results
Supporting good outcomes for business owners
More investment news
FCA finds further work required to fully embed ‘Guiding Principles’ for ESG and sustainable investment funds
A review by the Financial Conduct Authority (FCA) has found that while most Authorised Fund Managers (AFMs) have made efforts to comply...
Aegon welcomes new pensions minister
Kate Smith, Head of Pensions at Aegon, welcomes Paul Maynard as the new Pensions Minister. “We welcome Paul Maynard as the new Pensions...
Majority of regulated firms do not always complete essential identity checks
More than two thirds of regulated firms (70%) do not always complete essential identity checks when taking on new individual customers,...
Has high inflation been a game changer for multi-asset?
IFA Magazine’s latest Webinar held in September, entitled ‘Has high inflation been a game changer for multi-asset?’ was a clear success...
Credit Outlook: High quality bonds offer equity-like return potential
Hear from PIMCO experts about how investors may benefit from capturing today’s compelling yields among high-quality bonds, including...
Opinion: How double counting is killing the Investment Company sector by Gravis’ Bill Macleod
Written by William Macleod, Managing Director at Gravis Advisory Limited In 2013, during the postmortem of the global financial crisis...
Why Asia, why now? Are the Asian dragons coming out of their dens?
For investors in Asia who know where to look, the answer, according to M&G Investments’ David Perrett, is yes. In this exclusive...
Greater personalisation may encourage greater saving and investing in UK although there are limits to how much, PIMFA research finds
A greater focus on personalised communications may help to improve engagement in financial services, a report from PIMFA, the trade...
Almost 2 million single mothers face ‘motherhood penalty’ in retirement
Three in four single mothers face living in poverty when they retire, according to a new report released today by Scottish Widows. The...
Hundreds of thousands of women pensioners could face ‘Marriage Allowance mayhem’ – Steve Webb, LCP
Hundreds of thousands of women pensioners who have shared part of their income tax allowance with their husband could face unexpected tax...
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