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Lots of noise but little signal from recent US data

Marcus Jennings, Fixed Income Strategist, Global Unconstrained Fixed Income, Schroders, explains why now the US government shutdown is over, we expect the fog clouding the view of the economy to gradually lift.
Posted on Friday Nov 21

IHT remains goldmine and set for record year as Budget looms

Just Group comment on the latest HMRC update showing that Inheritance Tax (IHT) receipts totalled £5.20 billion through the first seven months of the 2025/26 financial year (April to October).
Posted on Friday Nov 21

Urgent need for investor action on sustainability

Rathbones convenes industry to address global challenges, from climate tipping points to modern slavery. First Group-wide Responsible Investment Summit, delivered by Rathbones Greenbank, reflects urgent need for action in aligning long-term wealth with sustainability ambitions
Posted on Thursday Nov 20

Rachel Reeves nightmare before Christmas

With just one week left until Chancellor Rachel Reeves’ second Budget, Tom Selby, director of public policy at AJ Bell, comments on the task she faces against a difficult fiscal backdrop:
Posted on Wednesday Nov 19

Inflation falls ahead of the Budget

Standard life and Schroders comment as UK CPI falls to 3.6% in October ahead of next week’s Autumn Budget - but remains well above the Bank of England’s 2% target. Food inflation remains stubbornly high – placing pressure on household budgets and retirement incomes
Posted on Wednesday Nov 19

Aon secure buyin for Wolseley Group Retirement Benefits Plan

Aviva has announced the completion of a £600 million bulk purchase annuity buy-in with the Trustee of the Wolseley Group Retirement Benefits Plan (the Plan). Finalised in September 2025, the transaction provides long-term security for the benefits of nearly 10,000 members. The buy-in secures all remaining uninsured defined benefits in the Plan. The Trustee was advised by Aon as lead transaction adviser and CMS provided legal advice. The Company was advised by LCP and Freshfields.
Posted on Monday Nov 17

Income tax retreat raises big questions ahead of Budget

WTW, Rathbones and Hargreaves Lansdown comment as Labour is reported to have ditched their plans to increase income taxes. This would be a meaningful U-turn and potentially has big consequences for future debt affordability.
Posted on Friday Nov 14

Budget claims hit pound and markets slip on feared Fed pause

Budget rumours have hit the pound on concern of a funding shortfall. Fed banking chief casts doubt on December rate cut, causing a global stock market slump. Economic data from China falls short of market expectations.
Posted on Friday Nov 14

FTSE dips and Wall Street rips as UK GDP disappoints

FTSE 100 dips after poor UK GDP print. RICS survey shows subdued housing market. Persimmon on track for 2025 guidance. US futures up as Washington re-opens for business. AMD CEO calls out insatiable demand for AI. Oil prices down again on concerns of oversupply
Posted on Thursday Nov 13

A quarter of over 55s have no will in place

One in four over 55s have not yet written a will - leaving millions of estates exposed to potential probate complications or unexpected inheritance bills. Major life events are not prompting will updates – just two in five did so after getting divorced
Posted on Wednesday Nov 12

Stock markets buoyant on prospect of US shutdown resolution

European stocks hit record highs yesterday and have opened up this morning. Global markets buoyant on expectation of US shutdown resolution. FTSE 100 is climbing as markets price in December rate cut following jobs data. UK stocks face sentiment hurdle of Budget due later this month.
Posted on Wednesday Nov 12

Isio complete two full buyins for Stonegate Pub Company

Isio has successfully led the broking of bulk purchase annuity buy-ins with Utmost Life and Pensions for the Laurel Pub Pension Scheme and the Yates Group Pension Scheme (the ‘Schemes’). Both Schemes are sponsored by Stonegate Pub Company Limited, the UK’s largest pub group.
Posted on Tuesday Nov 11

Tech sell off gathers pace as fear grips the market

FTSE 100 steady at the open. US stock futures tick up after another tough session. US job cuts at 20-year highs. CNN fear and greed index near 6 month-low. Qualcomm beats forecasts. AI opportunity ‘underestimated’
Posted on Friday Nov 7

Comments as BoE holds interest rates at 4% ahead of Budget

Standard Life, Schroders, XPS Group and Canada Life comment as Bank of England holds interest rates at 4% ahead of the Chancellor’s Budget later this month. Policymakers face a fine balance between supporting growth and keeping inflation under control
Posted on Thursday Nov 6

Just Group complete combined buyin for two schemes with DFDS

The two transactions secure the benefits for all members of The DFDS Group UK Pension Scheme and The DFDS Logistics Pension Scheme
Posted on Thursday Nov 6

Markets spooked, gold climbs and New York gets a new Mayor

Stock markets have fallen on concerns that AI valuations are in bubble territory. US stocks fell overnight, flowing through to Asia. FTSE 100 futures are down. The gold price has risen on market fears. The US shutdown is now in record territory – 36 days is the longest in history. Wins for the Democrats in odd year elections, including new hard left leaning New York Mayor Zohran Mamdani.
Posted on Wednesday Nov 5

Legal and General complete buyin with Cosworth Racing

Legal and General Assurance Society Limited (“L&G”) today announces the completion of a £96 million buy-in with the Cosworth Racing Limited Pension Fund (“the Fund”), securing the pension benefits of over 1,000 retirees and deferred members.
Posted on Wednesday Nov 5

How long can the AI investment rally continue

The Artificial Intelligence boom has driven global equity gains, though bubble concerns persist. Strong data use is boosting profit margins, and robust cash flows make the boom largely self-sustaining, but while valuations remain below historical highs, risks remain.
Posted on Tuesday Nov 4

Canada Life completes third pension buyin with AG Barr

Canada Life has completed a third pension scheme buy-in transaction worth £41m with drinks maker A.G. Barr p.l.c., preserving the future benefits of 300 pension scheme members.
Posted on Tuesday Nov 4

Stark Budget ahead - What it may cost and 5 actions to take

Rachel Reeves made a speech this morning, highlighting the challenges facing the nation’s finances. It’s likely to mean a tough Budget ahead.
It could mean a change to income tax, National Insurance or VAT. She also laid out three priorities: cutting NHS waiting lists, cutting the cost of living and getting the national debt down. Five no-regrets moves to protect yourself and your finances.
Posted on Tuesday Nov 4

Two thirds of asset managers now engaging on nature

Ahead of COP30, HL research reveals strong intent from asset managers on engagement with nature - but limited progress. Resource constraints and data gaps appear to be slowing improvement. 67% of managers are engaging with investee companies on nature-related issues. 11% have set formal nature-related targets. 25% are producing nature-related disclosures. Leaders meeting all three criteria include AXA, LGIM and Schroders.
Posted on Monday Nov 3

InvestAcc acquires AJ Bell Platinum SIPP and SSAS business

Brings InvestAcc Group’s total Assets under Administration to £9bn, serving over 18,000 customers. Material increase in the scale of the Group: 3,400 new customers, 46 employees, new adviser relationships, and a Manchester office. No changes to clients’ pension schemes, investment holdings or fee structures. Clients and their advisers will continue working with their existing administration teams. Platinum SIPP and SSAS businesses will operate under the new InvestAcc Platinum brand. Evidence of InvestAcc Group’s “buy-and-build” M&A strategy to become the UK’s leading specialist pensions administrator.
Posted on Monday Nov 3

Markets mixed as spooktacular October draws to a close

FTSE 100 opens down. UK public finances in focus as Budget countdown begins. Housing market resilient despite uncertainty on property tax. Oil prices head for third straight month of declines.
Posted on Friday Oct 31

Cuts to pension tax relief risks £50bn loss of investment

Analysis by Rathbones, one of the UK’s leading wealth managers, highlights wider economic consequences of plan in loss to British pension funds. Changes could prompt higher earners to save less, leaving future retirees with smaller pension pots and more reliant on state support
Posted on Thursday Oct 30

How much would a 1p income tax rise cost you

Speculation mounts over a possible increase to the headline rate of income tax. Tax rise would hit employees, pensioners, landlords, savers and others with taxable income. Labour’s election manifesto pledged not to raise NI, VAT or income tax……but Prime Minister Sir Keir Starmer appeared reluctant to repeat promise at PMQs today. Raising the basic rate of income tax would cost over £1 a day for middle earners. The tax change could raise almost £7bn next year, according to HMRC estimates
Posted on Wednesday Oct 29