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  • Vitality launches ESG-focussed fund range

    9 June 2021

    Vitality has launched a new ESG fund range, EnVIRO, targeting advice firms who want a ready-made investment solution that integrates environmental, social and governance considerations (ESG). The range comprises of five funds, each built from underlying index-tracking funds that are diversified across asset classes and focus on sustainable outcomes. It aims to exclude companies...

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  • Client onboarding processes in need of overhaul says new report

    8 June 2021

    Provider processes for client onboarding should be overhauled to bring down costs and drive efficiencies, a new report by NextWealth for Origo has found. NextWealth said a key issue facing advisers is the Letter of Authority process due to the lack of standardisation among providers. Heather Hopkins, managing director of NextWealth said advisers complained...

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  • What’s boosting investors’ confidence?

    8 June 2021

    The success of the UK vaccine rollout and the easing of social distancing are contributing to a boost in investors’ confidence, according to new research from HYCM. A survey of 735 UK-based investors with investments in excess of £20,000 found 41% are confident the vaccine rollout will benefit their investment portfolios, while the same...

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  • Will UK property prices topple post stamp duty holiday?

    8 June 2021

    House prices reached record highs in May, according to the latest Halifax house price index. The average house price rose more than £3,000 month-on-month to £261,743. It comes as annual house price inflation reached its strongest level in nearly seven years, with prices having increased 9.5% annually. All UK regions bar the North East...

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  • Don’t overlook Asia for dividends

    8 June 2021

    Asia’s dividend history has been overshadowed by it’s growth story – so don’t overlook the region when it comes to dividend recovery, says Darius McDermott, managing director, FundCalibre While global markets have staged a strong recovery since the pandemic lows in March 2020, global dividends are taking longer to recover. According to Janus Henderson,...

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  • Webinar: Scottish Mortgage Investment Trust – Wed 9 June 2021

    7 June 2021

    The next Investment Committee webinar is part of the Investment Trust Insight series we are running in association with the AIC  and features specialists from the Scottish Mortgage Investment Trust. Title: Embracing Uncertainty Date: Wednesday 9 June Time: 10.30 REGISTER NOW The world is uncertain. In fact, it has always been thus. The more uncertain the situation,...

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  • Over 50s under pressure to help out families

    7 June 2021

    Over 50s have come under increasing pressure to help out their families financially during the Covid-19 pandemic, new research from OneFamily found. Since the start of the pandemic, one in four (25%) over 50s have provided financial support to family members, lending on average £1,298 per person. In total, over-50s have lent £8.2 billion,...

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  • Investing to improve biodiversity and the oceans

    7 June 2021

    Key themes associated with sustainability are now the mainstream for businesses and consumers, says Louie French, manager of the Tilney Sustainable MPS, who highlights three funds from the portfolio which focus on one of more of these themes. On World Ocean Day (8 June 2021) investors have an important opportunity to review the positive...

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