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Industry comments as IHT net spreads further still

Utmost Wealth Solutions and Just Group comment as more estates were pulled into the IHT net long before the Government’s changes to the IHT regime at the Autumn 2024 Budget

Posted on Thursday Jul 31

Rates set for a cut next week with another before Christmas

The market expects UK interest rates to be cut from 4.25% to 4% next week. It’s also expecting one more cut by the end of the year, possibly in November or December. The IMF has also said it expects two more rate cuts in the UK by Christmas.
Posted on Thursday Jul 31

K3 Advisory completes buyin for Terex Pension Scheme

K3, part of Isio, has successfully led a buy-in transaction with Aviva for the Terex Pension Scheme - the UK subsidiary of Terex Corporation, a global industrial equipment manufacturer.
Posted on Thursday Jul 31

Rising protectionism is weakening the US growth outlook

President Trump has announced a growing list of tariff increases on countries and products during the first six months of his second term. The U.S. economy has been resilient to tariff hikes so far.
Posted on Wednesday Jul 30

Alleged £23m unauthorised collective investment scheme

The Financial Conduct Authority (FCA) has begun High Court proceedings against Concept Capital Group (CCG), Ian Anthony Elliott, Adrian Felix, Ayub Swaibu, Edmund Brew, Ernest Kargbo, Raymondip Bedi, Riverrun Consulting Limited and Gateridge Consulting Limited over an alleged unauthorised investment scheme involving consumer investments of more than £23 million in static homes.
Posted on Tuesday Jul 29

Trumps tariffs saw half of DIY investors investments fall

When first announced, Trump’s tariffs rocked global markets and supply chains, and by extension, individual’s investment portfolios and pension pots. This caused mass concern over people’s personal finances and how their portfolios would recover.
Posted on Tuesday Jul 29

One trend seems to be reducing investments in the US

Heightened political risk has created uncertainty about the future and caused market volatility. Most professional investors haven’t made big changes to where they are invested.
Posted on Tuesday Jul 29

Broadstone advise British Heart Foundation Trustees on buyin

£37m transaction secures the benefits of 203 members. Broadstone appointed to lead the buy-in after 20 years providing actuarial, secretarial, administration and investment services to the Scheme
Posted on Tuesday Jul 29

The four financial Achilles Heels of higher earners

The top fifth of higher earners don’t just have more debt than any other income group, they also have higher debt repayments as a percentage of their income. Higher earners also have a bigger proportion of their debt on variable rates than people on lower incomes. Almost half don’t have enough life insurance (47%) and half don’t have critical illness cover (49%). Their essential housing costs are £1,439 a month on average – per household – 55% higher than the national average.
Posted on Monday Jul 28

Investors should double down on their stewardship strategies

Investors must refocus their stewardship efforts to ensure to ensure that their interests are properly aligned with those of their partners, and to protect their rights as asset owners. Without a strong focus, they may miss opportunities to challenge any proposals that affect their rights, warns Hymans Robertson.
Posted on Friday Jul 25

Broadstone advises in Avivas buyin for DAC Beachcroft

Transaction secures the benefits of all 40 Scheme members and was completed using Aviva’s Clarity service. Preparation and transaction concluded in less than six months following the Broadstone SM&RT Insure process.
Posted on Thursday Jul 24

PIC completes buyin for Institution of Mechanical Engineers

Pension Insurance Corporation plc (“PIC”), has concluded a £40 million buy-in with the Institution of Mechanical Engineers Pension Scheme (“the Scheme”), covering the pensions of all 200 Scheme members. The Institution of Mechanical Engineers has over 115,000 members in 140 countries and provides them with lifelong learning experiences to develop their skills throughout their careers.
Posted on Thursday Jul 24

Affordable housing a priority asset class for DC investors

New research from L&G highlights strong support amongst DC (Defined Contribution) savers across both accumulation and decumulation for their pension capital being invested in affordable housing, viewing it as an important social issue to address (97%).
Posted on Wednesday Jul 23

M&G completes £205m buy-in with Huntsman Pension Scheme

M&G plc (“M&G”) today announces that it has completed a £205 million buy-in transaction with the Huntsman Pension Scheme, securing the pension scheme benefits of over 660 retirees and deferred pensioners in the Scheme. The insuring entity is The Prudential Assurance Company Limited (“PAC”), M&G’s wholly-owned subsidiary offering life and pensions solutions.
Posted on Wednesday Jul 23

Simple steps to avoid feeling the financial heat this summer

Standard Life shares five key tips to help people save money over the summer season – from pausing unused memberships to making the most of savings from lower energy bills
Posted on Wednesday Jul 23

Inheritance Tax receipts hits £2.2billion in Q1 2025 to 26

Broadstone and Wealth Club comment on HMRC update showing that Inheritance Tax (IHT) receipts totalled £2.22 billion through the first quarter of the 2025/26 financial year (April-June).
Posted on Tuesday Jul 22

IHT tops half a million pounds for almost one in ten estates

New FOI by Rathbones reveals how much estates have paid in IHT. In the 2021/22 tax year (latest figures), 2,520 estates paid more than £500,000 in inheritance tax (IHT) – a 29% increase over three years. If trend seen over three years to the end of 2021/22 continues, over 3,524 estates will pay more than £500,000 in IHT by end of current tax year (2025/26). With pensions set to be included in IHT calculations from April 2027, thousands more estates are expected to face new or increased IHT liabilities by 2030.
Posted on Tuesday Jul 22

Bulls come out to play as earnings season moves up a gear

FTSE 100 climbs back above 9,000. BP to sell US wind assets. Reckitt agrees to sell Essential home for $4.8bn. US stocks reach record highs again. Strength in corporate earnings and consumer spending lift the mood. Congress opens the door to mainstream crypto payments by passing Genius Act. Bitcoin rises 1.7%. Brent crude at $69.7 adding to yesterday’s gain.
Posted on Friday Jul 18

Changing aims of pensions drive interest in hedge funds

Aon has said that market volatility and wider macro-economic uncertainty is driving a surge in hedge fund investment from UK defined benefit (DB) pension schemes.
Posted on Friday Jul 18

Pledge to progress as £11bn invested in productive assets

The insurance and long-term savings industry is making positive progress towards its pledge to invest £100 billion into assets which contribute to economic growth and the net zero transition over the next decade, with £10.9 billion invested across a variety of sectors including real estate, utilities and transport in 2024.
Posted on Friday Jul 18

Exploring the rise of alternative assets

Summer edition focuses on the theme of alternative assets and private markets, including an interview on complex assets with Utmost Wealth Solutions’ Domenico Iacono (Head of Complex Assets and Investment Data). Other features focus on areas such as introduction of CGT on financial assets in Belgium, Spain’s proposed 100% tax on real estate acquisitions by non-EU residents and France’s Supreme Court reversing its stance on beneficiary nomination changes.
Posted on Thursday Jul 17

Further comments on the Chancellors Mansion House speech

Gallagher, Royal London and PMI comment on the Chancellors Mansion House speech
Posted on Wednesday Jul 16

Pensions v ISAs and how to boost returns by 41 percent

Pensions offer an attractive alternative to ISAs because of tax relief and flexibility. Tax relief can boost returns by up to 41% for higher rate taxpayers
3.9 million 55-64-year-olds have ISAs worth an average value of £40,000. Millions of people in their 50s and 60s could be missing out on thousands of pounds by continuing to prioritise ISAs over investing in pensions.
Posted on Wednesday Jul 16

Industry comments as inflation rises in June

Standard Life and XPS Group comments as inflation rises in June. Inflation edges up, with CPI reaching 3.6%. Bank of England faces challenge of balancing inflation target with the UK’s need for economic growth
Posted on Wednesday Jul 16

Captive insurance regime must be globally competitive

Marsh has welcomed the UK government’s announcement that it will facilitate the creation of a UK regime for captive insurance companies, enhancing the UK’s stature as a leading insurance marketplace.
Posted on Tuesday Jul 15