10/07/2022
Retirement income market data 2021/22
We have collected data on the retirement income market since April 2015.
Comment, Analysis & Research
10/07/2022
FCA research: A quarter of consumers would withdraw pension savings earlier to cover cost of living – making them vulnerable to scammer ‘misdirection’
The FCA’s latest ScamSmart campaign aims to provide consumers with the knowledge and tools to avoid pension scams
10/07/2022
Edmond de Rothschild Reim Acquires 8 Industrial And Logistics Assets In 3 Countries
EDR REIM launched its light-industrial and small logistics strategy in 2018.
10/07/2022
Asset managers divided on mandatory Scope 3 reporting
Analysis of 20 influential asset managers reveals Scope 3 emissions and materiality disclosure are huge subjects of contention.
10/07/2022
SMBs unhappy with payments support from banks, Capgemini survey finds
The discontent comes at a time when new payment methods are being introduced in the market.
10/06/2022
Monthly update: Currency comes into focus
The pound’s recent plunge should be taken in the context of a strong dollar
10/06/2022
How will Spain wealth tax impact HNW clients?
It is expected to collect around €1.5bn across 2023 and 2024
10/06/2022
The best sustainable investment opportunities for right now
Many people invested in those because of what the companies did, or promised to do. Companies that were untested business models.
10/05/2022
What Does the UK Gilt Market Volatility Mean for Pension Scheme Governance?
Gilt yields had been headed upwards before the mini budget and arguably political actions accelerated that trend.
10/05/2022
A billion here, a billion there, and pretty soon you are talking about real money
How to escape bear market
10/05/2022
Annuities set for comeback as rates soar: Six retirement planning consideratio
With weakness in equity markets and turmoil in bond markets, it is a difficult time for those trying to plan their retirement finances. Silver linings to the financial clouds can be tricky to identify but one is visible in the form of massively higher ann
10/05/2022
Rising rates – a game changer for banking stocks?
In Europe, market volatility has also exposed vulnerabilities in some individual names. Below we weigh the arguments for becoming more positive on a long unloved sector.
10/04/2022
Leonteq is now recognised as a benchmark administrator under the European Benchmarks Regulation
This will allow the company to grow its activities beyond the traditional structured products business.
10/04/2022
PwC announces record global revenues of US$50 billion
Our people give their time and skills every year to support the communities where they live and work, supporting organisations from small local charities to national and global NGOs.
10/04/2022
Fund giants gate UK property withdrawals on pension run
The redemption halt comes as pension funds pull money in a perfect storm of a weakening real estate market, and a fall in other assets.
10/03/2022
Ethnic Minority Businesses could add £75 billion to the UK Economy
To mark Black History Month, Diversity Equity & Inclusion Consultant, Sharniya Ferdinand, describes how the report she helped create, Time to Change, is championing wealth creation in minority communities.
10/03/2022
Forward: guiding our clients through the storm
For investors there is no immediate end in sight to this uncertainty.
09/30/2022
Cost of living bites as people start ‘raiding’ their pensions
There will also inevitably be lots of parents or grandparents who are taking some income from their pensions to help younger generations get by,” he added.
09/30/2022
The key to unlocking your ‘golden source’ reporting data
Through careful automation these firms can save a lot of time each reporting cycle and thus be in a better position to report more frequently.
09/30/2022
Rates, recession, risk: building portfolio resilience
The Fed’s inflation fight comes at a cost.