07/10/2023
Turning an empty ISA into a £78,523 yearly second income!
Just £200 a month, the equivalent of just £6.60 a day
Alternative Investments
07/10/2023
Square Mile launches six passive model portfolios
Ahead of Consumer Duty
07/10/2023
UK listings slow amid 'headscratcher' market valuations
Small caps last year had a tough time last year, which expanded the valuation disconnect between small and large-cap stocks, and while there has been a change-around this year, we still cannot believe some of the valuations.
07/10/2023
ShareAction issues industry guidance to hold asset managers to climate pledges
RI Standards and Expectations
07/10/2023
Sovereign wealth funds suffer negative returns for first time in a decade
Invesco research
07/07/2023
Aegon begins share buyback program
Aegon will engage a third party to execute the buyback transactions on its behalf.
07/07/2023
UK-based private equity firm sets up family office
To provide HNWs with a more ‘strategic approach’ to their investment and taxation strategies
07/07/2023
Key ESG funds failing to deliver value at LGIM
The Future World Sustainable range was under particular scrutiny in the value assessment as the poor returns of some funds saw performance targets dialled back.
07/07/2023
Key ESG funds failing to deliver value at LGIM
The Future World Sustainable range was under particular scrutiny in the value assessment as the poor returns of some funds saw performance targets dialled back.
07/06/2023
18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women
07/06/2023
The basics of bonds
With signs that bonds might bounce back, we’ve created a refresher on what bonds are, their characteristics and their position within portfolios.
07/06/2023
Seccl launches drawdown Sipp
It provides advisers who use Seccl-powered platforms with a flexible way of supporting their decumulation clients.
07/05/2023
La Banque Postale and Aegon extend their partnership in asset management
The partnership extension comes at an exciting time for LBP AM as it completes the acquisition of La Financière de l’Echiquier.
07/05/2023
Swissquote Launches New Investment and Saving Solution
The new solution offers up to 2% interest on cash deposits.
07/05/2023
DWP launches online Midlife MOT for older workers
Minister for Employment, Guy Opperman, said he would encourage older people in particular to see what the midlife MOT can offer them.
07/05/2023
Standard Life completes £1 billion buy-in transaction with Chubb Pension Plan and Chubb Security Pension Fund
Having prepared well, and being willing to move quickly, the Trustees were able to ensure a favourable outcome for their members.
07/05/2023
‘Investors are nervous’: Money market fund inflows highest since Covid crash
UK investors and allocators pumped nearly £1.4bn into bond funds and cash proxies last month, according to Calastone.
07/04/2023
£500m funding deal for LendInvest plc
PropTech's backers already include Barclays Bank, BNP Paribas, Citi, HSBC, JP Morgan, Lloyds, National Australia Bank and Wells Fargo
07/04/2023
Quilter Investors ups income forecast for Monthly Income range as portfolios beat estimates for third year running
This forecast follows a successful previous year for the range where income delivered came in ahead of estimates.
07/04/2023
EdR targets CHF 600m for new real estate debt vintage
EdR expects such products to benefit from banks withdrawing from commercial real estate financing.