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15 January, 2026 The drawbacks of default pension strategies

Most workplace pension accounts are invested in so-called “default” investment strategies. The Pension Provider Survey 2024/5, conducted by the Department...

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9 January, 2026 Six Themes for 2026

2025 proved to be another broadly positive year for both equity and bond markets. Global indices closed out the year...

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18 December, 2025 Reflections on another positive year

After enjoying a positive year in 2024, investors would have been wise to expect more volatile conditions in 2025. Despite...

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11 December, 2025 Protecting family wealth from Inheritance Tax

The Budget delivered on 26th November contained no significant changes to Inheritance Tax (IHT). Following the reforms announced in the...

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4 December, 2025 Will 2026 be the year when active management is back in fashion?

We have previously commented on the growing popularity of passive investment across the industry, and the dangers of relying on...

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27 November, 2025 2025 Budget Briefing

Chancellor Rachel Reeves delivered her second Budget on Wednesday, ending months of speculation, numerous leaks and U-turns and culminating in...

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