Latest - INVESTMENT ZONE

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  Self-esteem & financial engagement issues prevent women investing

  11 December 2018

  A lack of self-esteem and financial engagement is preventing women from investing to the same degree as men, according to new research from Kantar TNS. Women between the ages of 21 and 53 hold £14.3 billion of investments, compared to a total of £29.3 billion among men of the same age. Alice Moss, managing...

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  NS&I presents 400th £1m premium bond win

  10 December 2018

  Premium Bonds celebrated a milestone this month, presenting the 400th Premium Bond holder with the £1 million jackpot prize. The recipient, a woman from Kent, has just £5,300 in Premium Bonds – much less than the 2018 average jackpot-winning holding of £35,135. The last time the jackpot was won by someone with less than £5,000...

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  UK investors showing caution on risk and income taken from portfolios

  10 December 2018

  UK investors are more cautious than their European counterparts when it comes to taking income and risk, new research from Schroders has shown. The minimum level of income UK investors would like to receive from their investments is 8.6%, compared to a higher global average of 10.1%. In line with this more conservative approach,...

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  Royal London flags drawdown impact of 10% market fall

  9 December 2018

  Royal London has highlighted the impact for clients using drawdown, warning they must ensure they take a sustainable level of income to maintain a resilient portfolio during periods of investment volatility, or risk running out of funds.  The mutual insurer said that if a person with £100,000 invested over a 25-year term took an...

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  Tax planning: How to exit a bond – Part II

  9 December 2018

  In the second part of her articles, Kim Jarvis, technical manager, Canada Life says when using a UK bond, the exit is not all about tax There are many factors besides tax to take into account when choosing a tax wrapper, and these may impact on access. Investment bonds provide flexibility in access and...

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  AJ Bell IPO gives market capitalisation of c£651m

  7 December 2018

  AJ Bell’s initial public offering has priced its shares at 160 pence per Share, which gives a market capitalisation of the company at approximately £651 million, at the commencement of conditional dealings on the main market of the London Stock Exchange. This is based on 108,264,032 existing Shares, representing 26.6 percent of the company’s issued share capital immediately following admission to the...

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  Talbot & Muir calls for standardised NSI reporting to improve due diligence process

  7 December 2018

  SIPP and SSAS provider Talbot and Muir has called for an industry standardisation of the non-standard investments (NSI) reporting to make it easier for advisers and their clients to compare providers. The firm has issued a due diligence document designed to answers the questions that, it says, advisers need to know when looking at...

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  CII Level 4 Diploma course launched by Blackburn College University Centre

  6 December 2018

  Blackburn College University Centre is running the CII Level 4 Diploma in Regulated Financial Planning, giving North West paraplanners and technical consultants and those aspiring to become financial planners the opportunity for face-to-face taught sessions from an independent Higher Education establishment. The course will run from 8 January 2019 to 1 October 2019, taking...

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