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Personal Finance

  • Just Group completes £375m fundraising to meet new regulations

    March 25, 2019

    Retirement services firm Just Group shares fell again this morning as it announced it had completed a £375m fundraise to comply with new capital requirement rules. The firm, which unveiled heavy 2018 pre-tax losses earlier this month, said it had issued £300m worth of bonds and raised an extra £75m via an equity placing. Read [...]

  • Royal London profits fall amid Brexit volatility and end of auto enrolment roll out

    March 21, 2019

    Royal London, the UK’s largest mutual insurer, announced today its pre-tax profits had fallen in 2018 after Brexit uncertainty hit the confidence of its customers. The firm said its results compared unfavourably with last years in part because the first stage of the auto enrolment pensions roll out had come to an end, meaning a [...]

  • Home-buying or retirement: What are Lifetime Isa savers planning to use their money for?

    March 20, 2019

    When then chancellor George Osborne announced that the government would launch the Lifetime Isa in 2017, the industry was stunned. Designed for people under 40 to either save for retirement or for a home, few people saw this hybrid product coming. Alongside concerns that the Isa could distract from the new workplace pension scheme, a lot of [...]

  • The pros and cons of using your Isa savings to invest in tracker funds

    March 20, 2019

    With the 5 April tax deadline fast approaching, have you worked out where is best to invest your Isa savings? If you haven’t, you might like to consider looking at passive investing. Also known as trackers, passive funds simply track what’s happening in big indices, such as the FTSE 100, the S&P 500, and the [...]

  • Six tips to give your Isa a last-minute savings boost

    March 20, 2019

    As the tax deadline creeps closer, by now you’re probably tired of the constant reminders to use or lose your annual £20,000 tax-free Isa limit. Perhaps you’ve been ignoring the prompts, putting everything off until now. You certainly wouldn’t be alone in doing so. In fact, looking at the past three tax years, wealth management [...]

  • New ‘halfway house’ pension scheme given the go-ahead in bid to reduce risk for savers

    March 18, 2019

    Pensions secretary Amber Rudd has given the green light for a new, Dutch-style pensions scheme to enter the market, which bids to give savers more stability by pooling risk. The so-called Collective Defined Contribution (CDC) scheme, which is widespread in Denmark and the Netherlands, will be offered to Royal Mail workers first, before a planned [...]

  • Just Group leads FTSE fallers after revealing £400m fundraising plans

    March 14, 2019

    Retirement services firm Just Group has seen shares fall 11 per cent today after revealing plans to raise almost £400m to comply with new capital requirement rules as it unveiled a heavy loss before tax in 2018. The firm said it plans a debt offering of £300m and will raise a further £80m from an equity [...]

  • Spring Statement 2019: How investors can profit

    March 14, 2019  |  City Talk

    By Jemma Jackson from interactive investor. There were no bunnies in the chancellor’s hat, but here are the ways investors can benefit this spring. As predicted, Brexit uncertainty torpedoed any chance of good news for the UK’s savers and investors in Chancellor Philip Hammond’s Spring Statement. We hear there’s a ‘deal dividend’ of £26.6 billion, [...]

  • Enrolling with the times: How the workplace pension hike could affect you

    March 13, 2019

    Since the government began phasing in auto-enrolment almost seven years ago, 10m people have now joined their workplace pension scheme. By encouraging Brits of all ages to save for retirement, the auto-enrolment system was designed to stop the UK from hurtling head-first into a pensions crisis. So far, it’s been a success. Even more people are [...]

  • Savers cut pension withdrawals amid market volatility and Brexit uncertainty

    March 11, 2019

    Savers have responded “prudently” to Brexit uncertainty and market volatility by cutting pension withdrawals. Ahead of the fourth anniversary of the introduction of pension freedoms, an AJ Bell survey found that regular annual withdrawals were on average 4.7 per cent of the fund value – a third lower than 12 months ago. Read more: With £9.2bn [...]

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