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Fund managers pile back into the US

Latest BofA Global Fund Manager Survey shows professional investors are undertaking the second big rotation of the year. Having seen a shift from the US towards places like the UK and mainland Europe, fund managers are now going back to the US, according to the BofA survey. Valuations remain rich in the US and undemanding in places like the UK, Europe and China
Posted on Tuesday Sep 16

BoE balancing act as employee numbers fall as wages rise

Comment from Richard Carter, head of fixed interest research at Quilter Cheviot on the latest UK labour market statistics.
Posted on Tuesday Sep 16

Just Group complete buyin for Ultra Electronics Pension

Scheme is sponsored by UK-based defence and security company, Ultra Electronics. Transaction secures the benefits of more than 1,750 Scheme members.
Posted on Tuesday Sep 16

4 percent may be the neutral case for rates in the near term

Commenting ahead of the Bank of England’s Monetary Policy Committee (MPC) meeting on Thursday 18th September, Steve Matthews, Investment Director, Liquidity at Canada Life Asset Management said:

Posted on Friday Sep 12

GDP growth grinding to a halt as Budget uncertainty looms

Comment from Lindsay James, investment strategist at Quilter the latest UK GDP statistics: “After a positive first half of the year, UK economic growth is slowly grinding to a halt once again, with GDP failing to grow month-on-month in July, and slowing to just 0.2% on a three-monthly basis.
Posted on Friday Sep 12

Just Group completes buyin for Welcome Break Pension Plan

Buy-in insures the benefits of all 348 members of the defined benefit section of the Scheme, sponsored by Welcome Break Group Ltd. Just Group has completed a £23m pension buy-in with the Welcome Break Pension Plan (“the Scheme”), sponsored by the Welcome Break Group (“the Sponsor”).
Posted on Friday Sep 12

Markets gear up for US inflation and AI trade gets a boost

UK stocks get back on the front foot. S&P 500 reaches fresh all-time high. Core US CPI expected to be flat at 3.1%. Oracle delivers a fresh catalyst for the AI trade. Oil slips after three-day rally
Posted on Thursday Sep 11

7 actions savers and investors need from the Budget

1. Support the building of an investment culture in the UK
2. Rule out changes to the cash ISA
3. Clarity on the tax-free lump sums people can take from pensions
4. Commitment to tax relief on pensions
5. Ensure a sound future for the Lifetime ISA
6. Resist the temptation to tax investments harder
7. Commit to the consistency and reliability of tax rules
Posted on Wednesday Sep 10

Royal London complete buyin for Pandrol Group Pension Scheme

Royal London, the UK’s largest mutual life, pensions and investment provider, has secured a £45m bulk purchase annuity (BPA) transaction with the Pandrol Group Pension Scheme. This latest buy-in covers around 200 members. Royal London worked in collaboration with the Trustee Board, Pandrol Limited and their respective advisers.
Posted on Tuesday Sep 9

Opening a Lifetime ISA after age 40 if rules changed

A quarter of people said they would open a Lifetime ISA if they were able to do so after the age of 40. This rises to 29% among the 35-54 age group. 11% of the over 55s agreed. HL believes the LISA could be of particular use to groups such as the self-employed who may be less likely to use a pension. As it currently stands, you can’t open a LISA after the age of 39 and many people go self-employed later in life. More than one in five (22%) self-employed people would take up the LISA option post 40 if they could.
Posted on Monday Sep 8

Is this the end of the Bank of Mum and Dad

New research from Quilter, the wealth manager and financial adviser, reveals that rising financial pressures are prompting a growing number of UK retirees to reduce the financial support they provide to younger generations, raising serious questions about the future of intergenerational wealth transfer.
Posted on Monday Sep 8

Footballs Financial Shame The Story of the V11

The documentary Football’s Financial Shame: The Story of the V11, which aired on Tuesday September 2 on BBC Two, highlighted a group of former players from the Premier League who reportedly suffered financial losses as a result of financial mis-selling
Posted on Wednesday Sep 3

Net zero scrutiny must go beyond industry pledges

LCP is urging pension schemes and institutional investors to look beyond industry pledges when assessing whether asset managers are genuinely committed to net zero.
Posted on Monday Sep 1

Tariff turmoil makes DC providers reassess US allocations

DC providers are underweighting US equities amid concerns over tariffs, dollar weakness and concentration in mega-cap growth stocks. Market turbulence following Liberation Day tariffs reinforces the importance of staying disciplined in the growth phase. At-retirement strategies remain resilient, with diversification delivering consistent positive returns across providers.
Posted on Friday Aug 29

Broadstone advises on buyin for BDO LLP with Just Group

Collaborative approach between the Sponsor, advisers and both trustee boards secures transaction at an affordable cost. Benefits for all 1,000+ members across both Schemes now secured in full.
Posted on Thursday Aug 28

Comment on on FCA Targeted Support proposals

Responding to the FCA’s proposals on Supporting consumers’ pensions and investment decisions: proposals for targeted support the Association of Professional Pension Trustees (APPT) says it is broadly supportive of the overall policy intent. Targeted Support will, if done well, improve outcomes for members and will fill a significant advice gap in a cost-effective way. However, care will be needed to ensure that as other significant workstreams are developed, particularly Guided Retirement, these fit harmoniously with the Targeted Support framework. The direction of travel for the two is broadly the same but it will need attention to ensure they work together well.
Posted on Thursday Aug 28

Will new annuity products offer greater control for savers

As the popularity of annuity products continue to grow, experts at Quantum Advisory, the leading pensions and employee benefits consultancy for small and medium sized schemes and employers, have called for further development of annuities that better reflect retirement needs.
Posted on Wednesday Aug 27

Aviva complete GBP134m buyin with Quest UK Pension Scheme

Aviva has announced the successful completion of a £134 million bulk purchase annuity (BPA) buy-in transaction with the Quest UK Pension Scheme.
Posted on Wednesday Aug 27

Five thousand FCA scam reports in first 6 months of 2025

Consumers are being warned of fraudsters impersonating the Financial Conduct Authority (FCA), as the regulator revealed it has received almost 5,000 fake FCA scam reports in the first half of 2025.
Posted on Wednesday Aug 27

The Fed under attack and what it means for the US dollar

President Trump has announced his intention to remove of Fed governor Lisa Cook. This is a further challenge to Fed independence. A falling dollar and rising bond yields are the market consequences
Posted on Tuesday Aug 26

First PISCES operator gets greenlight in drive for growth

The Financial Conduct Authority (FCA) has approved the London Stock Exchange to operate a PISCES platform, a new type of private stock market.
Posted on Tuesday Aug 26

Unlimited inheritance tax exemption in Chancellors sights

Gifts from surplus income immediately free of IHT with no seven-year wait. No upper limit - allows wealthy to gift significant amounts free of IHT. Chancellor could tighten the rules in the budget
Posted on Tuesday Aug 26

Just Group complete buyin for John Cotton Retirement Scheme

Just Group has completed a full scheme £11m pension buy-in with John Cotton (Mirfield) Limited Retirement Benefits Scheme (“the Scheme”), sponsored by John Cotton Group Limited (“the Sponsor”).
Posted on Tuesday Aug 26

Mansion tax rumours what might happen and what can you do

‘Mansion tax’ rumours at the moment include getting rid of the capital gains tax exemption for the home you live in – for more expensive homes. The Treasury is also said to be looking at the idea of a sales tax on homes worth over a specific amount – replacing stamp duty – although the initial threshold included in speculation of £500,000 has been denied. It is also thought to be looking at a replacement to council tax over the longer term, considering think tank proposals of charging a percentage of the property value annually – with a cap and a minimum of £800.
Posted on Monday Aug 25

PPF invests in landmark water infrastructure project

£60m invested directly by the PPF’s in-house investment team. Reinforces the PPF’s role as a long-term, responsible investor in the UK economy. Underlines PPF’s growing capability to deliver complex transactions in-house. Nearly half of the PPF’s £31bn of assets under management are invested in the UK. The project strengthens long-term water resilience for 2.5 million people.
Posted on Friday Aug 22