Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
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More Investment News
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Two thirds of platforms failing to provide holistic CGT support for advice firms
Research published today by tax reporting experts FSL, shows more than two thirds of platforms are not providing advisers with holistic CGT planning…
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Evelyn Partners launches Index MPS range into the financial adviser market
Evelyn Partners is pleased to announce the launch of its Index MPS (Managed Portfolio Service) into the UK financial adviser market. The…
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Is the UK-EU trade deal a catalyst for a small cap revival? FundCalibre’s Darius McDermott sees potential
It’s certainly been a challenging year for UK domestic politics, but today’s trade deal with the European Union offers some solace and…
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YFM Equity Partners announces leadership change with Jamie Roberts appointed managing partner
YFM Equity Partners announces the appointment of Jamie Roberts as managing partner – succeeding Eamon Nolan who will continue to lead the…
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Triple Point launches IHT tool to support financial advisers
Triple Point, the purpose-led investment manager, has launched a new Inheritance Tax (IHT) calculator to support financial advisers and paraplanners following changes introduced in…
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FCA Financial Lives – more progress needed on DC pension saving
The latest FCA Financial Lives, released today, finds that in 2024, a third (33%) of DC pension holders said they had less than…
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Platforms defy volatility with best net sales in three years, finds Fundscape
Against a volatile geopolitical backdrop, it was no surprise to see stock markets yo-yoing throughout the first quarter and dragging down platform…
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Millions of people facing uncertainty in retirement
One-fifth (19%) of non-retirees have no private pension, according to the latest FCA Financial Lives survey, meanwhile two-fifths (41%) are not currently…
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Pridham Report: 54% of fund groups report net sales growth in Q1
More than half (54 percent) of U.K. fund groups reported net sales growth in Q1, according to the latest Pridham Report. Net…
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DWP admits increase in error rates on state pensions – ‘astonishing’ says Steve Webb, LCP
New figures published today show that six in every hundred state pension claims was being underpaid by the Department for Work and…
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