Fixed Income in the News
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New research from Time Investments shows millennials and Gen Z are likely to seek advice before they turn 40
A new report ‘The Intergenerational Wealth Report’ by TIME Investments, which specialises in tax-efficient investment services, reveals that Millennials and Generation Z…
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Consumer Duty one month on – pointers from the FCA Retirement Income Advice Study
Today marks the first month since the Consumer Duty went live. We can now expect every FCA consultation, study, or policy intervention…
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Quilter Cheviot launches tax-efficient short-term bond strategy for discretionary clients
Quilter Cheviot has introduced a new short-term fixed income strategy for use in discretionary portfolios that invests based on the different tax…
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Investec Wealth & Investment appoints Tamara Marten as Head of Corporate Executives and Professionals
Investec Wealth & Investment has announced the appointment of Tamara Marten as Head of Corporate Executives and Professionals within Investec’s Private Office. …
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IFAs can invest in EIS product specifically for IFAs at 20% discount – deadline September
A new launch, offering IFAs the chance to increase the value of their business, serve orphaned clients and benefit from pre-approved HMRC EIS…
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Record start to tax year for cash ISAs and NS&I marks second month of outflows
Written by Laura Suter, head of personal finance at AJ Bell The cost of living and high mortgage costs took a bite…
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Home loan schemes: Homeowners could be sitting on inheritance tax ‘time bomb’ warn lawyers
Tax law experts are calling for families with home loan schemes to ‘cut their losses’ and ‘urgently’ consider unwinding the complex trust…
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LCP advises on £290m buy-in transaction between ITB Pension Funds and Just Group
The ITB Pension Funds (Open Fund) has announced the completion of a final buy-in transaction, which has been secured with Just Group. This…
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AI is scary to some, but it can be a force for good
By David Harrison, Rathbone Greenbank Global Sustainability Fund Manager We’ve all heard the potential pitfalls of Artificial Intelligence (AI). Since the breakthrough…
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Gender investment gap hurts long-term wealth, as AJ Bell expands Money Matters female investor campaign
AJ Bell is pleased to announce the expansion of its Money Matters campaign helping more women to invest. It comes as the…
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