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Invesco publish their Global Fixed Income Study

Invesco has released its second annual Global Fixed Income Study, an in-depth report on the investment behaviour of fixed income investors.
Posted on Monday Mar 18

FCA to improve competition in investment platforms market

The Financial Conduct Authority (FCA) has today set out a package of measures to help consumers who invest through investment platforms more easily find and switch to the right one for them. The package - set out in the final report of its Investment Platforms Market study - includes proposed FCA rules and actions industry is taking forward.
Posted on Thursday Mar 14

First meeting of the joint Climate Financial Risk Forum

On Friday 8 March, the PRA and FCA hosted the first meeting of the Climate Financial Risk Forum (CFRF). The objective of the CFRF is to build capacity and share best practice across financial regulators and industry to advance financial sector responses to the financial risks from climate change.
Posted on Tuesday Mar 12

BlackRock comment on latest PPF 7800 figures

Andy Tunningley, Head of UK Strategic Clients at BlackRock, comments on the latest PPF 7800 Index figures:
Posted on Tuesday Mar 12

Despite Brexit investors still believe in UK real economy

In the latest and largest infrastructure investor survey ever undertaken, the UK ranks third for countries with the most potential in the next five years despite looming Brexit.
Posted on Friday Mar 8

FCA call for firms to act after review into sectors costs

The Financial Conduct Authority (FCA) has today published the key findings of supervisory work to assess the effectiveness of disclosure by asset managers and intermediaries, such as wealth managers, to their retail customers. This work was prompted by new disclosure requirements on costs and charges introduced by MiFID II and PRIIPs, which came into effect in January 2018.
Posted on Thursday Feb 28

InsurTech investment by reinsurers rises

According to the new Quarterly InsurTech Briefing from Willis Towers Watson sixty-three InsurTech deals with a total value of $1.59 billion were announced world-wide in Q4, 2018, up 24% and 155% respectively over Q4, 2017. The total, including all-stage investments in property/casualty and life & health ventures, is the second-highest ever behind the exceptional second quarter of 2015.
Posted on Monday Feb 25

Three asset management firms breach competition law

The Financial Conduct Authority (FCA) has today issued a decision which finds that 3 asset management firms breached competition law. This is the FCA’s first formal decision under its competition enforcement powers. The firms are: Hargreave Hale Ltd; Newton Investment Management Limited and River and Mercantile Asset Management LLP (RAMAM)

Posted on Thursday Feb 21

Want to reduce currency risk then maybe invest more overseas

Recently, one of our clients asked us for some help in thinking about their currency risks, ahead of Brexit. Although they had most of their assets invested in UK markets, they wanted to reduce their currency risk and they therefore expected our advice to focus on their overseas investments.
Posted on Thursday Feb 21

Insurers and asset managers call for expiry date on PRIIPs

Insurance Europe and the European Fund and Asset Management Association (EFAMA) have written a joint letter to the European Commission and the European Insurance and Occupational Pensions Authority (EIOPA) saying that current rules allowing the use of information documents prepared under the UCITS Directive for multi-option products (MOPs) under the PRIIPs Regulation must be urgently extended in order to ensure consumers can continue to receive pre-contractual information about these products.
Posted on Friday Feb 15

Cardano Group agrees acquisition of NOW Pensions

The Cardano Group has agreed to acquire 100% of workplace pension provider NOW: Pensions Ltd, from Danish pension fund Arbejdsmarkedets Tillaegspension (‘ATP’).
Posted on Wednesday Feb 13

XPS Pensions appointed to the Harrods Group Pension Plan

XPS Pensions Group, the UK specialist in pensions, investment and administration services is pleased to announce its appointment by the Trustee of the Harrods Group Pension Plan to provide investment advice, following a competitive tender process.
Posted on Monday Feb 11

Integration not exclusion for ESG

The Department for Work and Pensions (DWP) issued a response to its consultation on clarifying and strengthening trustees’ investment duties in September 2018. The focus of the consultation was on the expectations upon trustees to take account of financially material risks within their investment strategies.
Posted on Thursday Feb 7

FCA warns of investment scams as GBP197m losses reported

The Financial Conduct Authority (FCA) is warning investors to be vigilant to the threat posed by investment scammers, as data from Action Fraud reveals over £197 million1 of reported losses in 2018. Victims were scammed out of over £29,000 on average last year, as fraudsters employed increasingly sophisticated tactics to persuade victims to invest.
Posted on Thursday Feb 7

FCA issue second set of rules after Asset Management study

The Financial Conduct Authority (FCA) has published new rules and guidance to improve the quality of the information available to consumers about the funds they invest in.
Posted on Tuesday Feb 5

Willis Towers Watson calls for change in hedge fund industry

According to a new research paper by Willis Towers Watson investors must change their approach to hedge funds amid structural headwinds facing the industry,
Posted on Monday Feb 4

JP Morgan makes equity investment into Smart Pension

J.P. Morgan has made a strategic investment in technology innovator and UK workplace pensions provider, Smart Pension.
Posted on Monday Feb 4

Comment on the FRC proposals on the Stewardship Code

ShareAction strongly welcomes many of the proposed changes. They support proposals for clearer distinctions on the duties of the different types of signatory to the Code i.e. asset owners, fund managers and service providers. The recognition by the FRC that ESG factors can be financially material is an extremely welcome step forward and something ShareAction has been campaigning on for years.
Posted on Friday Feb 1

Broadstone acquires CS Financial Services

Broadstone Group has announced the acquisition of Liverpool-based CS Financial Solutions (CSFS) including CS Trustees. The acquisition is another significant step for Broadstone as it strengthens and extends its competitive offering in the employee benefits consulting sector.
Posted on Friday Feb 1

ILS growth bodes well for a continued healthy market

According to the new ILS Market Update from Willis Re growth of the ILS market continued in 2018, to reach $93 billion of outstanding non-life capital, despite a slow-down during the final quarter of the year,
Posted on Tuesday Jan 29

Equity markets is all the bad news priced in

In the worst quarter since 2011, equity markets fell notably in both October and December. The falls stemmed from a range of global issues, not least ongoing concerns around international trade between US and emerging market countries, in particular China, and the rising US interest rate environment putting pressure on sources of economic growth.
Posted on Tuesday Jan 22

Drawdown investors stay resilient despite market volatility

According to a new study from Canada Life stock markets would need to shift significantly in one day before drawdown investors would be worried enough to consider moving their money,
Posted on Monday Jan 21

Smart Pension form partnership with Lighthouse Group

Workplace savings technology innovator Smart Pension, has today announced a partnership with the national financial advisory group Lighthouse Group plc
Posted on Monday Jan 21

XPS win tender to advise Johnson Controls and Tyco

XPS Pensions Group, the UK specialist in pensions, investment and administration services, is pleased to announce that following a competitive tender process, it has been appointed by the Johnson Controls and Tyco pension schemes to provide pensions and investment advice.
Posted on Friday Jan 18

PIMFA comments on Governments heavy Brexit defeat

Following the heavy Government defeat on the Brexit withdrawal motion, PIMFA, the trade association for the personal investment management and financial advice sector, re-emphasises the requirement for legislators and Government executives to keep uppermost the interests of individuals and families as they develop alternative proposals for parliamentarians to consider in the days ahead.
Posted on Wednesday Jan 16