Investment & Retirement/Pension Strategy

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  • Following the ONS employee earning statistics, Elliott Silk, Head of Commercial at Sanlam UK, shares his thoughts.

    Elliott Silk, Head of Commercial, Sanlam UK: “It’s encouraging that earnings are on the rise, especially with the festive period looming on the horizon. However real earnings are still down from their 2008 peak. And inc…[Read more]

  • The Pensions Regulator’s report on auto-enrolment reveals that:

    87% of workers are saving for retirement in a UK pension scheme today, up from 55% in 2012, and £90 billion was saved into workplace pensions by eligible savers in 2018, up from £16.8 billion from 2012
    Auto-enrolment has led to a big increase in young people pension saving. In 201…[Read more]

  • Brexit: Will asset allocators now follow private equity into ‘exiled’ UK shares?

    Jamie Hooper, portfolio manager at AXA Investment Managers said:

    “Depart or delay. Deal or No Deal. Abandoned by global investors, UK domestic equities and the British pound have enjoyed a revival in recent times. While the Letwin amendment may have dashed an i…[Read more]

  • Lipper European Fund Flows Report – September 2019

    Long-term mutual funds posted net inflows for September 2019.
    The overall fund flows for mutual funds in Europe in September amounted to net inflows of €10.5 bn.
    Equity funds (+€14.3 bn) were the best-selling individual asset type overall for September.
    Equity Global (+€11.3 bn) was the best-…[Read more]

  • IA response to the Brexit vote in Parliament

    Chris Cummings, Chief Executive of the Investment Association, said:

    “Avoiding the risk of a no-deal Brexit on 31 October must remain the utmost priority. It is crucial politicians on all sides use this time to put their differences aside and build a solution that avoids a cliff edge Brexit and p…[Read more]


    No substitute, in the run up to retirement, for keeping a record of your own spending habits

    Today’s UK Retirement Living Standards, published by the Pensions and Lifetime Savings Association (PLSA) to help people picture t…[Read more]

  • Commenting on WH Smith’s Preliminary Results, Ed Monk, associate director from Fidelity Personal Investing’s share dealing service said: “Stephen Clarke has been able to sign off as WH Smith chief executive in fine style, raising the dividend for shareholders after another strong year. Coming in at £155m, profit before tax matched already elevat…[Read more]

  • Woodford debacle shows what can go wrong with the concept of the ‘star manager’

    Haig Bathgate, Head of Portfolio Management, 7IM

    “Confidence, charisma and playing the market their own way attract enthusiastic followers to those whose method produces standout performance. But when these stars fall, they fall hard, taking their followers with…[Read more]

  • Please find below comments from Peter Sleep, Senior Investment Manager at Seven Investment Management LLP (7IM), an investment management business.

    Peter Sleep, Senior Investment Management at 7IM, said:

    “7IM were on the record in October 2017 pointing out that Woodford was playing a dangerous game with his funds’ liquidity. We were quo…[Read more]

  • Following the news that the Woodford Equity Income Fund is to be wound up, please see below for a comment from Adrian Lowcock, head of personal investing at Willis Owen.

    “Although there were rumours this is truly shocking news. We have seen the complete demise of the most famous fund manager the UK has seen for years. Investors knew the s…[Read more]

  • Global profits at record levels, but dividend cover drops to 10-year low, HINT Global Dividend Cover report

    Global profits hit a record £2.3 trillion in 2018, and will grow again in 2019 to £2.4 trillion
    Record profits mean record dividends, topping £1.0 trillion for the first time
    Dividend growth of 10.3% pa since 2010 has outstripped 6.5% pr…[Read more]

  • “Investors would be rash to abandon UK equity income now” – Willis Owen’s Lowcock

    “There is now a greater risk to dividends because of a slowdown in global growth, and the figures for Q3 confirm that, with underlying UK dividends dipping in the third quarter and dividend cover also expected to fall, according to the report.

    “Noneth…[Read more]

  • Standard Life Investment Hub hits £10bn in SMA assets

    Standard Life today announces that separately managed accounts (SMAs)* on its Investment Hub have hit £10bn of assets under management (AUM). The SMAs offer a simple, transparent and cost effective way for investors to access multi-asset portfolios, while benefiting from investment e…[Read more]

  • Please see below for commentary from Jamie Jenkins, Head of Global Savings Policy at Standard Life, on NEST’s ‘Supporting self-employed people to save for retirement’ report which has been released today.

    Nest Insight is working with the Department for Work and Pensions to explore and test different approaches to see what might work to enabl…[Read more]

  • Should investors fear ‘red’ October

    7 of the 11 worst one day falls have happened in October
    On average October is the 5TH best month performing month of the year

    October has a bad reputation in the investment world, but is it deserved?

    The tenth month of the year seems to attractive volatility in markets, with seven of the worst 11 one…[Read more]

  • Ethical investing ‘outperforming non-ethical in US and UK’ – Willis Owen’s Lowcock

    Good Money Week (5th – 11th October) which looks to promote sustainable, responsible and ethical investing, is now in its 12th year, with the performance of ethical investment strategies being taken more seriously than ever.

    Ethical investing arose from the desire…[Read more]


    More than half of people do not know how much debt their partner has.
    In the dark – almost a third (31%) don’t know how much their partner earns.
    Women are more likely than men to admit to lying about the price of things they have bought (11% v…[Read more]

  • Commenting on Sterling’s reaction to reports of an imminent collapse of Brexit talks, Andy Scott, Associate Director at JCRA, said: “Sterling’s decline following reports of the imminent collapse of Brexit talks is not a surprise, since it all but confirms that a withdrawal agreement will not be reached before the current Brexit date. The drop…[Read more]

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