The majority of UK investors are opposed to the UK government’s proposed introduction of a wealth tax, according to new research by Butterfield Mortgages Limited (BML).
Surveys & research
New analysis from Quilter has found that a person saving for a comfortable retirement could save over GBP140,000 by consolidating multiple pension pots into just one, representing enough for over four years of income for a comfortable retirement.
Clients are increasingly turning to their financial advisers for information on market volatility and retirement planning as a result of the Covid-19 pandemic, according to new research from Standard Life.
The switch to digital solutions in the pensions sector will accelerate in 2021 putting pressure on firms relying on outdated legacy systems, SIPP provider iPensions Group believes.
Nearly six years on from the introduction of Pension Freedoms, new research has shown that older savers are sleepwalking into retirement and risk running out of all their Defined Contribution pension savings with a third of their retirement still ahead, meaning they could spend their final years reliant on the state pension.
AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, has published its first white paper, titled “Portfolio Construction Based on the Management of Tail Risk.”
A recent survey conducted by workplace savings and investment provider Cushon, has found that while one in three adults under the age of 40 are saving to be able to buy their first home and get a foot on the property ladder, less than half of these (44.09 per cent) are taking advantage of top up bonuses offered by the Government by saving into a Lifetime ISA or Help to Buy ISA.
Digitally savvy Brits are the biggest users of tech in Europe, yet they crave more digital means of managing their money, a major new report from investment platform eToro and the Centre for Economics and Business Research (Cebr) has revealed.
The inaugural BlackRock Global Family Office Survey of 185 Family Offices globally, has revealed that despite recent market turbulence and a challenging economic outlook, only 23 per cent of Family Offices intend to make material changes to their asset allocation, largely due to their long-term investment horizon.
Family offices deemed ‘second-rate’ investors by not giving visibility to ethical credentials, says new survey
Family offices risk being written as ‘second-rate’ investors when compared with the bigger brand-name private equity (PE) and venture capital (VC) firms by not taking more steps to selectively increase their visibility, better communicate their business track-record, and showcase their ethical credentials, finds new research from Transmission Private.