January 2019
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Latest - INVESTMENT ZONE

  • 2019 investment outlook: Eurozone crisis and UK opportunities

    17 December 2018

    Gary Waite, Alpha: r² portfolio manager at Walker Crips, looks ahead to 2019 and outlines how the fund is positioning Going into 2019 our primary concern is the Eurozone, where once again the structural flaws of the single currency are being exposed. The clash between the Italian government and Brussels over how much Rome...

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  • Not from the high street – the need to focus on quality and value

    16 December 2018

    Rathbones’ David Coombs tried as hard as he could to buy a suit from the high street, but the experience was appalling. The multi-asset investments head worries deep-seated problems are behind poor performance from UK retailers. There’s a saying about the retail high street: it’s a place you go to try out things you...

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  • Origo celebrates 10 years of reducing pensions transfers times

    16 December 2018

    Origo’s Options Transfers service is celebrating its 10-year anniversary, having transferred over £160bn in pensions, ISA and GIAs for consumers and the industry over the past decade.  Options Transfers, which has close to 120 financial services users, was launched in 2008 to tackle what the company describes as the “inordinately lengthy time frames” for...

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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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