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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

Annuity payback period drops to just 13 years as rates rise

The Standard Life Annuity Rates Tracker reveals that average annuity rates reached 7.65% in September 2025, a year-on-year increase of nearly 10%. Payback period is now just 13 years, with a 65-year-old needing to live to 78 to start receiving more than they invested. Rate surge means that total lifetime income from an annuity increases by £14,000 - £15,000 for a healthy 65-year-old.
Posted on Tuesday Oct 28

Legislation to bring ESG ratings providers into regulation

The FCA welcomes the government’s legislation to bring Environmental, Social and Governance (ESG) ratings providers into our remit. This marks a significant milestone in the UK’s commitment to enhancing transparency and trust in this market.
Posted on Tuesday Oct 28

Is the bull market in gold over already

There has been a sharp downturn in the price of bullion and gold equities. James Luke, Senior Portfolio Manager, Gold and Commodities, looks at what has caused it, and where does it leave the outlook for gold from here? The fall in the gold price on October 21, a drop of 5.5%, was among the ten biggest single day falls for the metal. Gold equities also suffered a big correction of approximately 9%.
Posted on Monday Oct 27

Legal and General completes £4.6 bn buyin with Ford pensions

Largest pension risk transfer transaction announced in the UK in 2025. Builds on a longstanding relationship between L&G and the Trustees of the Ford pension schemes, securing benefits for over 35,000 of Ford’s pension scheme members. Continued momentum against L&G’s PRT results announced at half year with L&G’s global PRT volumes for 2025 now at £11 billion year to date
Posted on Monday Oct 27

Industry comments as inflation rate holds steady

Broadstone, Schroders, Aegon and XPS Group comment on today’s inflation print of 3.8% confirming State Pension Triple Lock uprating will be delivered by the inflation-busting 4.8% earnings growth figure. It is also the figure used for those with index-linked Defined Benefit pensions who will see their annual income uprated by 3.8% depending on their cap (normally 2.5% or 5.0%) and scheme arrangements

Posted on Wednesday Oct 22

Chancellor must raise £25bn of taxes as borrowing strains

Muted market reaction shows low expectations in run up to Budget; fiscal tightening could lead way to 'aggressive' rate cutting. Rathbones' Head of Market Analysis says still scope for surprises before Budget in five weeks
Posted on Tuesday Oct 21

Comments as IHT hits £4.4 billion in 6 months

Wealth Club, Just GroupInheritance tax (IHT) receipts hit £4.4 billion in the first six months of the 2025/26 tax year, according to data released by HM Revenue and Customs (HMRC). The figure represents an increase of £125 million, or 3%, compared to the same period last year. £4.27 billion was collected in April–September 2024/25, setting the scene for a fourth consecutive record annual haul of £8.2 billion through the 2024/25 financial year. The OBR’s most recent forecast, published at the Spring Statement, projects another record year for IHT. The tax is predicted to generate £9.1 billion for the Treasury in 2025/26 and its revenues are expected to raise more than £14 billion in 2029/30.

Posted on Tuesday Oct 21

33 percent HNWIs actively looking to guard pensions from IHT

Almost one in five (17%) HNWIs say Inheritance Tax is the most unreasonably high tax in the UK. Majority think IHT should either be abolished entirely (30%) or the threshold should be raised (46%). One in three (33%) are actively considering ways to protect their pensions from IHT.
Posted on Monday Oct 20

Mansion House Compact equity investment hits £1.6bn

Signatories1 of the ‘Mansion House Compact’ have maintained steady progress on their ambition to increase pension investment into unlisted equities and deliver long term value for savers.
Posted on Friday Oct 17

Bond market volatility low but uncertainty remains high

Marcus Jennings, Fixed Income Strategist, Global Unconstrained Fixed Income, Schroders, explains why central banks are proceeding with caution when setting monetary policy.
Posted on Thursday Oct 16

How much cash do you need if tougher times are looming

While you’re working age, you should be building enough emergency savings to cover 3-6 months’ worth of essential spending. Depending on your income range this is anywhere from £2,322 to £41,088. In retirement, you should aim for 1-3 years’ worth. Depending on your income, this could be anything from £9,288 to £246,528.
Posted on Thursday Oct 16

Wealth tax could push £100bn out of the economy

As the Chancellor faces mounting pressure to address a fiscal shortfall ahead of the Budget, an economic analysis of previous wealth taxes conducted by Rathbones, one of the UK’s leading wealth and asset management firms, suggests more than £100bn of wealth could shift overseas, or into less productive assets, if a wealth tax were imposed here.
Posted on Thursday Oct 16

The an-new-ity bonus

More than six in 10 (62%) Guaranteed Income for Life solutions were purchased on the open market in 2024/25. Fewer than four in 10 (38%) annuities purchased from existing providers
Posted on Thursday Oct 16