The two watchdogs work jointly on the ScamSmart campaign, and warn this latest research shows “overconfidence” can lead to savers missing signs of a scam. Its figures show that despite almost two...
Mercer has launched a new financial dashboard and mobile app aimed at improving employees’ financial resilience. This digital platform — known as Mercer Money — uses open banking technology to allow clients’...
Regulators have been urged to launch a review of the ethical and sustainable fund sector, after a leading wealth manager accused the industry of misleading investors by marketing socially responsible funds that...
Schroders has taken a majority stake in BlueOrchard, an impact investment manager that manages approximately £2.3bn in assets and operates in emerging and frontier markets worldwide. BlueOrchard impact investment solutions across multiple...
More people are using pensions freedoms to access their retirement savings, but the amount they are individually withdrawing has continued to fall, according to new data from HMRC. This latest quarterly figures...
Climate change has now become the main focus of shareholder engagement according to Schroders’ 2019 Institutional Investor Study. This research found there was a marked decline in those who were cynical about...
Those approaching the age of 50 will soon begin to receive standard one-page ‘wake-up’ letters, setting out their pension options, under regulatory changes made as a result of the Retirement Outcomes Review. ...
The planned ban on contingent charging for pension transfers is due to come into force early next year yet the FCA has other significant measures up its regulatory sleeve. Six months after the...
If advisers were asked to name those investment strategies which have been “on trend” over the past five years, then factor-based investing would almost certainly feature. Asset management groups have been serving up...
Two new studies have shown there continues to be an increase in assets flowing into ‘sustainable’ portfolios, which are managed using environmental, social and governance (ESG) principles alongside traditional financial metrics. In...
