Investment - Articles

Search Results Page 1 of 133.

1 2 3 4 5 6 7 8 9 10 11 12  Next  Last

Missing wills and pensions cause inheritance delays

New research from Canada Life reveals a widespread lack of awareness about where important family documents and financial policies are kept, leaving millions at risk of unnecessary stress, delays and even penalties during periods of bereavement.

Posted on Tuesday Feb 3

Gold glistens again, Musk’s mega-merger and India trade deal

FTSE 100 nudges up in early trade. Gold has rebounded to start the week, as speculators look to take advantage of last week’s slump. Elon Musk has announced intention to combine SpaceX and xAI to create a $1.25 trillion company. Donald Trump has announced plans to cut India trade tariffs from 50% to 18%, buoying stock markets. The oil price has fallen on news that the US is in talks with Iran in a bid to ease tensions in the Middle East
Posted on Tuesday Feb 3

Just Group complete buyin for Royal Star and Garter pension

Just Group has completed a £16 million buy-in for the Pension Scheme of The Royal Star & Garter Home for Disabled Ex-Service Men and Women.
Posted on Monday Feb 2

Gold and silver in freefall sparking stock market declines

Shock unravelling of gold and silver prices has continued. Fed chair pick sparked the sell-off but easing geopolitical tensions exacerbate falls. FTSE 100 opens in the red and Wall Street is set for a slide. Mining, energy and tech set to be under pressure as risk appetite is dampened
Posted on Monday Feb 2

Only 1 in 3 schemes using FM has independent oversight

Only one in three UK pension schemes using fiduciary management currently has formal, independent oversight in place, despite clear expectations from regulators, according to data compiled by XPS
Posted on Monday Feb 2

Uncertainty creeps in about AI spend and the Fed's future

Footsie set to end the week flat, after stocks slip back Stateside. Gold retreats from record highs as investors take profits after its glittering run up. Brent Crude edges back lower but is still set to sharpest weekly gain in two years. Wall Street set to trade lower as speculation swirls about the next chair of the Federal Reserve. Worries rise about huge AI spend not delivering on expectations. Apple’s softly-softly approach to AI appears to be reaping rewards.
Posted on Friday Jan 30

Concern Trump wants to run US economy hot into the mid-terms

Next rate cut not expected until June and President clearly anxious over state of the economy ahead of Congressional elections. Ghost of Arthur Burns, who trigged a wave of inflation in the 1970s, still haunts the Fed, says Rathbones’ Head of Market Analysis. Weak dollar represents portfolio headwinds for sterling-based investors
Posted on Thursday Jan 29

Insurer and pension investment in stocks sinks

ONS data on the ownership of UK quoted shares demonstrates the radical fall in the proportion of shares held by UK insurers and pension companies over the past two decades.
Posted on Thursday Jan 29

Retirement savers abandoned with LISA changes

Proposed changes to the Lifetime ISA (LISA) may simplify support for first-time buyers - but risk abandoning thousands of savers who have used the LISA to save or supplement their retirement, PensionBee warns.
Posted on Thursday Jan 29

Oil prices surge amid Iran tensions while AI spend soars

Crude prices surge as an attack on Iran appears imminent given US military build up. Gold and silver head even higher amid intense safe haven demand. Meta shares take off as results exceed expectations, as it intensifies its artificial intelligence push. Microsoft’s mismatch between soaring AI spend and slower cloud growth unnerves investors. S&P 500 set for another move into record-breaking territory.
Posted on Thursday Jan 29

US stocks hit milestone as tech rally takes off

S&P 500 hits 7,000 for the first time. Forecast beating tech results put fire under chip stocks. Fed expected to keep rates on hold later, but bets are on for cuts this year.
Posted on Wednesday Jan 28

Gold is up the dollar down and eyes on Big Tech

The dollar fell to 2022 levels as US President, Donald Trump, commented that the recent weakness was “great” Gold continued its climb, hitting yet another record. Big day for Big Tech as the market awaits earnings from Meta, Microsoft and Tesla today, Apple tomorrow – with ASML starting strong. Fed decision day, widely expected that the bank will hold rates at 3.75%, but Chair Powell’s statement may trigger volatility. Derren Nathan, head of equity research, unpacks the impact of the Defra consultation on CVS Group
Posted on Wednesday Jan 28

Boost for retirees as annuity rates climb to 7.51%

The Standard Life Annuity Rates Tracker rose 5.48% in 2025. Rise worth an extra £7,000 – £9,000 in lifetime income for a healthy 65-year-old man/woman. £100,000 pension pot now delivers up to £7,510 a year
Posted on Wednesday Jan 28

OBR upgrades CGT receipts by £6.1 bn by end of the decade

The OBR’s Economic and Fiscal Estimates publication shows that Capital Gains Tax (CGT) is now estimated to raise an additional £6.1 billion between 2025-26 and the end of the decade. Of that increase, around £2.7 billion is attributed to the reduced CGT relief on disposals to employee ownership trusts from 2026-27 onwards, while around a further £3.4 billion is forecast to be hauled in by The Treasury due to rising equity prices.

Posted on Tuesday Jan 27

Mills Review on AI reshaping retail financial services

The FCA has launched a review into the implications of advanced AI on consumers, retail financial markets and regulators. The Review will be led by Sheldon Mills and builds on the FCA’s existing work on AI. This includes its AI Discussion Paper, AI Sprint, and AI Lab including AI Live Testing and its groundbreaking Supercharged Sandbox supported by NVIDIA.
Posted on Tuesday Jan 27

PIC completes buyin for Primula Ltd Pension Scheme

PIC has concluded a £6.6 million buy-in for the Primula Limited Pension Scheme (‘the Scheme’), securing the benefits for all 74 Scheme members.
Posted on Tuesday Jan 27

Stocks brush off Trump’s tariff and military escalations

FTSE up at the open. Strong start for Sage but no upgrade. Asian bourses rally despite fresh tariffs on South Korea. Gold and Silver rallies resume ahead of the first Fed decision for 2026US Stock Futures mixed. American forces gather in Persian Gulf but oil price dips
Posted on Tuesday Jan 27

Aviva completes buyin for Finnair Oyj Retirement Scheme

The Finnair Oyj Retirement Benefit Scheme (“the Scheme”) has secured a £4 million full scheme buy-in with Aviva. The Scheme is sponsored by Finnair Oyj (“the Sponsor”), the flag carrier and largest airline of Finland. The buy-in was completed in October 2025, with support provided by the Sponsor to secure the full benefits of the 20 remaining uninsured members.
Posted on Monday Jan 26

Investors sour on US volatility as US risks money illusion

US investors risk ‘money illusion’, where rising portfolios mask declining international purchasing power as dollar falls. Eyes turn next to Fed chair race, but appointment ‘unlikely to overshadow deeper drivers shaping asset allocation’
Posted on Monday Jan 26

Savers lose almost £7bn to inflation while they sleep

Savers lost almost £7bn to inflation as they slept last year, as the real value of their nest eggs was quietly eroded. Inflation has risen more than expected to 3.4%, underlining that price pressures remain above target. Analysis highlights the hidden cost of holding too much cash for too long
Posted on Monday Jan 26

Royal London confirm BPA transaction with Oxford Instruments

Royal London has secured a £213 million bulk purchase annuity (BPA) transaction with the Oxford Instruments Pension Scheme. The Scheme is sponsored by Oxford Instruments plc, a leading provider of scientific technology tools and expertise to academic and commercial partners.
Posted on Thursday Jan 22

Stocks rise as Trump puts tariff threat back in his pocket

FTSE 100 rebounds towards record levels. UK Government borrowing comes in below expectations. US futures gain after Wall Street’s bounce. US jobs and inflation to take centre stage today. Brent crude oil prices fall below $65ABF
Posted on Thursday Jan 22

Inheritance Tax creeping towards another record haul

Just Group and Utmost comment on Inheritance Tax (IHT) receipts recording a total of £6.6 billion through the first nine months of 2025/26, an increase of £232 million (4%) compared to the same period in 2024/25 (£6.3 billion). It puts collections on track to exceed last year’s total of £8.2 billion and register a fifth consecutive annual record.


Posted on Thursday Jan 22

Inflation blip could disappear next month

CPI inflation rose to 3.4% in December – from 3.2% in November. On a monthly basis, it was up 0.4% - compared to 0.3% a year earlier. Core CPI (excluding energy, food, alcohol and tobacco) was 3.2% (unchanged from November) and services inflation was 4.5% (up from 4.4%).This is expected to ease again in January. Why, and what it means for you.
Posted on Wednesday Jan 21

Reeves warned that ISA reforms are doomed to fail

Rachel Reeves’ overhaul of ISAs is ‘doomed to fail’ in its goal of boosting retail investing in the UK, AJ Bell chief executive Michael Summersgill warns
Posted on Tuesday Jan 20

Site Search

Exact   Any  

Actuarial Login

Email
Password
 Jobseeker    Client
Reminder Logon

APA Sponsors

Actuarial Jobs & News Feeds

Jobs RSS News RSS

WikiActuary

Be the first to contribute to our definitive actuarial reference forum. Built by actuaries for actuaries.