Investment - Articles

Search Results Page 1 of 121.

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

Rising number concerned about intergenerational planning

Research from HSBC Life (UK) for its new report, The Three I’s of Investable Capital 2025, reveals 80% of clients are now concerned about intergenerational planning – up from 75% in 2022 – with 39% saying it is highly important compared with 34% previously in 2022.
Posted on Tuesday Jun 3

Royal London complete BPA transaction with London Waste

The £22 million transaction covers around 200 members. The trustees were advised by Hymans Robertson and Squire Patton Boggs. This is Royal London’s tenth buy-in deal and second transaction working with Capital Cranfield
Posted on Friday May 30

Homeowners with GBP300k mortgage doubles in last 7 years

In London, that proportion has grown from 17% to 28% over the same period. Over a fifth (22%) of those with the opportunity to move or buy mortgage products in the last three years did not compare rates.
Posted on Friday May 30

A quarter of investors have sold at a loss in the past year

Within the last year, a quarter (24%) of investors have sold an investment at a loss. One in ten investors has sold at a loss in the past 6-months. More than a third admitted they sold due to fears that performance would worsen.
Posted on Thursday May 29

Aviva completes buyin with Morrisons Retirement Saver Plan

Aviva have announced the completion of a £270 million bulk purchase annuity buy-in with the Morrisons Retirement Saver Plan – RSP Section (the “Plan”). This marks the third buy-in that Aviva has transacted with schemes sponsored by Wm Morrison Supermarkets Limited (the “Company”), one of the UK’s largest grocery retailers.
Posted on Wednesday May 28

Sustainability in the age of Trump

Since the re-election of Donald Trump as US President, geopolitical dynamics and changing attitudes towards sustainability have influenced investor sentiment. However, corporates and individuals alike must focus on reality over rhetoric, says Chris Iggo, CIO of AXA IM Core, AXA Investment Managers.
Posted on Tuesday May 27

IHT records second highest ever month of receipts in April

Just Group and Utmost Wealth comment as HMRC update shows that Inheritance Tax (IHT) receipts recorded a total of £780 million in April 2025 – the first month of the new financial year (2025/2026) – the second highest monthly total ever recorded. It marks an increase of £97 million in IHT revenues compared to the same month last year (2024/2025). The 2024/2025 year saw a record IHT take of £8.2 billion in 2024/25. The latest OBR forecast on IHT made at the Spring Statement estimated the tax would raise £9.1 billion for the Treasury in 2025/26, with this figure rising to more than £14 billion by the end of the decade.
Posted on Thursday May 22

Royal London to acquire asset manager Dalmore Capital

Royal London have announced it has entered into an agreement to acquire Dalmore Capital (Dalmore), a UK-based infrastructure asset manager which manages approximately £6 billion of assets across five flagship funds, subject to regulatory approvals.
Posted on Thursday May 22

Rising annuity rates a chance to lock in competitive level

Returns available to pension savers on Guaranteed Income for Life solutions are setting new highs through early 2025, new figures from Just Group reveal.
Posted on Wednesday May 21

Capital Gains Tax receipts will disappoint the Chancellor

Despite downgraded estimates and lower-than-expected 2024/25 receipts, Capital Gains Tax still set to raise over £25 billion by the end of the decade. True impact of non-dom reforms and tax increases on CGT receipts still too early to call amid shifting global patterns in wealth flows.
Posted on Wednesday May 21

Inflation surges from 2.6 to 3.5 percent

Comments from Wealth Club, Standard Life and My Pension Expert as annualised inflation came in at 3.5% in April, up from the 2.6% reported in March.
Posted on Wednesday May 21

Fantasy football and investing more similar than you think

The end of the football season is upon us. Managers of fantasy football teams are reflecting on their performance and considering how they might improve next season. There is a lot they could learn from managing an investment portfolio
Posted on Tuesday May 20

15th anniversary of the Bitcoin pizza worth now over USD1bn

Bitcoin pizza day marks the 15th anniversary of the first recorded real-world Bitcoin transaction. Laszlo Hanyecz spent 10,000 Bitcoins on two pizzas. That amount of Bitcoin would now be worth $1.04 billion or £795 million. What can two pizzas tell us about Bitcoin?
Posted on Monday May 19

FCA Financial Lives Survey

The Financial Conduct Authority (FCA) has found that one in ten people have no cash savings at all, and another 21% have less than £1,000 to draw on in an emergency. The regulator’s research also shows that one in four people in the UK have low financial resilience, meaning that they have missed payments, are struggling to keep up with commitments, or don’t have savings to help them through difficulties.
Posted on Friday May 16

Charting the course for open finance

The FCA reflect on their recent Open Finance Sprint and map a future of financial services led by adaptability, inclusivity and a user–driven approach.
Posted on Friday May 16

Aviva complete bulk annuity deal with Andrew Limited Pension

XPS Group, a leading UK consulting and administration business specialising in the pensions and insurance sectors, today announces that it has worked with the Trustees of the Andrew Limited Pension and Life Assurance Plan to secure a bulk annuity policy for the pensions of all 570 members.
Posted on Thursday May 15

FCA confiscates over GBP300k from convicted fraudsters

The Financial Conduct Authority (FCA) has secured confiscation orders of £305,284 against Raheel Mirza, Cameron Vickers and Opeyemi Solaja for their roles in an investment fraud. This amounts to all their remaining assets. The confiscation proceedings for Reuben Akpojaro have been adjourned to a later date.
Posted on Wednesday May 14

Bank of England announce first base rate cut since February

Hymans Robertson, XPS Group, Standard Life and Mercer comment on the first rate cut, down 0.25% to 4.25% since February as Bank of England balances caution with growth push. Mortgage holders will welcome the relief, decisions lie ahead for savers

Posted on Thursday May 8

Standard Life complete buyin with Cancer Research Pension

Standard Life, part of Phoenix Group, has successfully concluded a £280m Bulk Purchase Annuity transaction with the Cancer Research UK Pension Scheme, which is sponsored by Cancer Research UK - the world’s leading cancer charity, dedicated to saving and improving lives through research, influence and information. This buy-in transaction covers c. 2,800 members.
Posted on Thursday May 8

Comment ahead of Bank of England base rate update

Commenting ahead of tomorrows Bank of England base rate update, Chris Arcari, Head of Capital Markets, Hymans Robertson says: “Markets are expecting a 0.25% pa rate cut tomorrow, followed by between two and three more in 2025.
Posted on Wednesday May 7

Average household disposable incomes stagnant since 2008

Despite significant increases in the average household disposable income up to FY 2008 reaching £44,518, the latest ONS data uncovers the lack of growth since with average household disposable income now below that level at £42,684 in FY 2024 after suffering two successive annual declines.
Posted on Friday May 2

Nefarious finfluencers on the rise and using new techniques

16% of 18-34-year old investors get investment ideas from X and 16% from Tik Tok. 18% of investors in this age group get investment ideas from Reddit and 19% from Facebook. 22% get investment ideas from Instagram. A Treasury Committee session heard yesterday that scammers using finfluencing techniques were targeting this younger demographic and raising the risk of fraud among those aged 19-40.
Posted on Thursday May 1

Credit Union loans to members rise by nearly GBP150m in 2024

The latest data on Credit Unions released by the Bank of England this morning found that there are now 2,152,812 members of Credit Unions as of the end of 2024 – an increase of 58,295 through the year (2,094,517 as of the end of 2024).

Posted on Wednesday Apr 30

Richie Rich as 400 children have over GBP100k in Junior ISA

Standard Life’s Freedom of Information request reveals the number of JISAs with £100k+ held. Longer-term option: parents could provide their children with an extra £205k for later life by investing in a child pension.
Posted on Wednesday Apr 30

Top annuity misconceptions dispelled

49% of over 50s recognise that annuities provide income certainty – up from 39% a year ago. Income certainty in retirement remains a key consideration for 98% of people. However, 48% of over 50s still aren’t familiar with lifetime annuities and how they work.
Posted on Tuesday Apr 29