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FCA concludes consumer investment policy sprint

The FCA have concluded our exciting 6-week policy sprint, supporting new ways to help consumers make important investment decisions.
Posted on Monday Apr 14

Pensions vs ISAs maximising your savings

What is something that we all have in common? The answer is planning for the future - and securing your financial future is key to having control of that. It's no surprise, then, that ISAs and pensions are so popular - 12.7 million people had private pensions in 2023/2024, and 26% adults intend to open an ISA this tax year.
Posted on Monday Apr 14

Just Group complete buyin for South East Water Pension

Secures the benefits of around 700 pensioner and dependent members and almost 300 deferred members. Second transaction to complete objective of guaranteeing all member benefits, including more complex non-standard benefits.
Posted on Monday Apr 14

DC investors should stay calm and avoid scams during turmoil

Aon has said that members of UK defined contribution (DC) pension schemes should stay calm during the current period of market turmoil.
Posted on Friday Apr 11

Better than expected GDP numbers

Hargraves Lansdown and Wealth Club comment as UK GDP beats expectations. Manufacturing the bright spot. Dollar at 20-month lows. US shop prices expected to rise within weeks. Oil holds firm but producers remain under pressure.
Posted on Friday Apr 11

US inflation surprisingly falls despite tariffs

US Annual inflation fell to 2.4% in March, from 2.8% in February. US MoM inflation was negative in March falling -0.1%, from 0.2% in February. Annual core inflation (excl. energy and food) fell to 2.8% in March from 3.1% in February. US MoM core inflation fell to 0.1% in March, down from the 0.2% in February.
Posted on Thursday Apr 10

BoE update reassures on resilience of UKs financial system

Broadstone comment following the publication of the record of the Bank of England’s Financial Policy Committee meetings on 4 and 8 April 2025 which meets to identify risks to financial stability and agree policy actions aimed at safeguarding the resilience of the UK financial system.
Posted on Wednesday Apr 9

Value Protection option ensures full payback on annuity cost

Retirees can guarantee their annuity investment is returned by choosing Value Protection. Option ensures no less than 100% of the annuity cost is paid to them or to beneficiaries. Price of Value Protection has fallen as annuity rates have risen – a win-win.
Posted on Wednesday Apr 9

New Tax Year New You how to make your allowances count

Standard Life, part of Phoenix Group, shares key financial tips for the start of the tax year
Posted on Tuesday Apr 8

Global M&A upbeat start under threat as trade war escalates

European dealmakers top global M&A rankings with strongest performance since 2020. Based on share price performance, M&A deals during the first three months of 2025 outperform non-acquirers for the first time in three years. However, global volume is down by 22% compared to the final quarter of 2024.
Posted on Tuesday Apr 8

Generational trends and differences in financial motivations

Identifying generational trends and differences in the financial motivations of consumers, will be key for insurance providers to secure a pipeline of customers in the longer-term, claims Hymans Robertson.
Posted on Monday Apr 7

Impact investing can be a driver of investment alpha

Impact investing can be a driver of alpha across listed equities under the right conditions, according to new proprietary research published today by Schroders, in partnership with Oxford University’s Saïd Business School.
Posted on Monday Apr 7

Rules for investment managers reformed to support growth

The FCA is proposing reforms to its regime for alternative asset managers, to make it easier for firms to enter the market, grow, compete and innovate.
Posted on Monday Apr 7

How should investors react to the current tariff uncertainty

The first quarter of 2025 had already been a turbulent one for markets. It was of course the first three months of the new Trump administration in the US, which has lost no time in sending waves both domestically and around the world. Global stock markets have reacted in alarm to first the threat and then the subsequent application of tariffs that stand to disrupt global trade, stoke inflation and reduce company earnings – a severe blow for stock markets and for investor sentiment.
Posted on Thursday Apr 3

Pension redress remains at historic low

The ongoing review of the Financial Ombudsman Service (FOS) – along with broader attempts to lighten the regulatory load – offers a significant opportunity to rebalance the relationship between consumers and advisers in pension redress cases, First Actuarial argues.
Posted on Wednesday Apr 2

Understanding risk appetite is key to avoid spiralling costs

The costs to corporate sponsors could be significant if they don’t consider their risk appetite before engaging with insurers as they plan a buy-out and wind-up of their defined benefit (DB) pension scheme, warns Hymans Robertson, as it launches its latest paper.
Posted on Wednesday Apr 2

Is reforming the ISA regime the best way forward

Steven Cameron, Pensions Director at Aegon comments: “It’s good to see the Treasury working with the Financial Conduct Authority (FCA) to look at the best balance for individuals between cash savings and stocks and shares investments. One option might be to reform the ISA regime by cutting back cash ISA allowances. But this may not be the best way forward, potentially complicating the ISA regime while not helping consumers understand the trade-offs.
Posted on Thursday Mar 27

InvestAcc acquire AJ Bell Platinum SIPP and SSAS

InvestAcc Group Limited (“InvestAcc”) is pleased to announce the second acquisition of its buy and build strategy with AJ Bell’s Platinum SIPP and SSAS business, strengthening its position as a market leader in “Full” SIPP administration.
Posted on Thursday Mar 27

Spring Statement and the gilt market

Chris Arcari, Head of Capital Markets, Hymans Robertson says: “As announced in today's Spring Statement, the Chancellor has reaffirmed her commitment to the fiscal rules announced in the Autumn Budget. The announcement of a £14bn package to repair UK public finances after weak growth, higher inflation, and high borrowing costs hit the fiscal position, after the Autumn Budget, will restore the already thin headroom but leaves limited room for manoeuvre.
Posted on Wednesday Mar 26

Additional comments on Spring Statement 2025

Gallagher, ABI, PMI and Hymans Robertson add additional comments to the Chancellors Spring Statement 2025
Posted on Wednesday Mar 26

OBR upgrades IHT take by over GBP2.4bn by end of decade

The OBR’s projections released today alongside the Spring Statement forecast that Inheritance Tax will now raise £66.89 billion between 2024/25 and 2029/30.
Posted on Wednesday Mar 26

Inflation akin to an over refreshed pubgoer after midnight

Sarah Coles, head of personal finance, Hargreaves Lansdown: “Like an over-refreshed pub-goer after midnight, inflation has staggered uncertainly in a new direction again, falling from 3% to 2.8%. It’s not a major shift, but it’s not what markets were expecting. It’s expected to lurch back to growth again next month, and then keep rising in April once the price rises of Awful April kick in.
Posted on Wednesday Mar 26

Comments as modest inflation fall is announced

Comments from XPS Group, Standard Life and Wealth Club as inflation falls to 2.8% ahead of the Spring Statement. Inflation falls further than expected, but above-target price rises will be a significant consideration for the Chancellor. Bank of England likely to retain a cautious approach to rate cuts with inflation holding above the 2% target, savers could benefit

Posted on Wednesday Mar 26

Comments on the FCAs 5 Year Strategy Plan

Just Group, ABI and Standard Life comment following the publication of the Financial Conduct Authority’s five-year strategy
Posted on Tuesday Mar 25

8% of Gen X savers have GBP100K in savings and cash ISAs

Gen X ‘cash stashers’ hold an average of £34,114 in cash with nearly one in 10 (8%) holding over £100,000. Nearly half (46%) of Gen X say that investing in stocks and shares is ‘too risky’ for them
Posted on Tuesday Mar 25