Insights

Welcome to our Insights area where we will attempt to bring you interesting and relevant articles about our industry and also what we are up to at Willis Owen.

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Provide you with relevant and easy to read market, fund commentaries along with updates on personal finance issues and any political or economic developments which may affect you as an investor.

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Market commentary for Q2 2018 and the outlook ahead

Published on 20 Jul 18 by Liz Rees  (232 views)

In this article we review the performance of leading markets then go on to assess the key events which have driven their direction. We show the latest IMF forecasts for GDP growth across different regions and discuss the outlook for investors over the remainder of the year.

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Are we there yet?

Published on 25 Jun 18 by Guest  (772 views)

In this article, Jupiter's James Clunie describes the indicators of market stress he pays attention to, and the areas he thinks are most vulnerable to a correction. As the manager of a Fund which employs short selling as part of it's strategy, James describes how he can find opportunities to profit from a change in market regime.

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Janus Henderson Global Equity Fund Q1 2018 report

Published on 27 Apr 18 by Guest  (284 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.

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Janus Henderson European Selected Opportunities Fund Q1 2018 report

Published on 27 Apr 18 by Guest  (241 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.

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Invesco Perpetual European Equity Fund Q1 2018 review

Published on 25 Apr 18 by Guest  (188 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.

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Market commentary for Q1 2018 and the outlook ahead

Published on 23 Apr 18 by Liz Rees  (928 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.

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Invesco Perpetual High Income Fund Q1 2018 review

Published on 20 Apr 18 by Guest  (380 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.

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Invesco Perpetual Income Fund Q1 2018 review

Published on 20 Apr 18 by Guest  (469 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.

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Woodford Equity Income update

Published on 27 Mar 18 by Liz Rees  (757 views)

Explains why Square Mile retain their AAA rating on this Fund; the strategy has been out of favour and some individual stock disappointments have also contributed to weak performance. A recent presentation presented a very plausible argument that the value style is poised to return to favour given the extremely high dispersion between growth and value.

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Modern media – and making money...

Published on 26 Mar 18 by Guest  (563 views)

Following a review of active Fund management in our weekly email, we have sourced an article from the managers of Artemis Global Select which illustrates how they go about identifying opportunities to benefit from the changing trends in the media sector.

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2018 Spring Statement round up

Published on 14 Mar 18 by Liz Rees  (1,113 views)

We've outlined some key details and summarised yesterday's Spring Statement, to help you separate the wheat from the chaff.

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Outlook for 2018: Playing the long game

Published on 22 Feb 18 by Liz Rees  (253 views)

We commissioned a national polling firm to ask a sample of the population what their confidence in the UK’s economic outlook? 

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Markets may leave us scratching our heads in 2018

Published on 06 Feb 18 by Guest  (1,028 views)

In this article Edward Bonham Carter of Jupiter Asset Management assesses the risks which could pose a threat to further upside in equity markets. He points out that inflation and interest rate moves need to be carefully managed by Central Banks to avoid bringing an abrupt end to the favourable economic growth which is being produced at present.

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Invesco Perpetual Income Fund Q4 2017 review

Published on 06 Feb 18 by Liz Rees  (1,134 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.

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Invesco Perpetual High Income Fund Q4 2017 review

Published on 06 Feb 18 by Liz Rees  (1,276 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.

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Janus Henderson European Selected Opportunities Fund Q4 2017 report

Published on 26 Jan 18 by Liz Rees  (632 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.

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Janus Henderson Global Equity Fund Q4 2017 report

Published on 26 Jan 18 by Liz Rees  (986 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.

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Market commentary for Q4 2017 and roundup of the year

Published on 25 Jan 18 by Liz Rees  (1,210 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.

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Woodford Fund Round Up - December 2017

Published on 22 Jan 18 by Guest  (546 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Woodford Fund Round Up - November 2017

Published on 19 Dec 17 by Guest  (1,520 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Christmas Opening Hours - 2017

Published on 15 Dec 17 by Jason Chapman  (598 views)

Follow the link above to view our Christmas opening hours.

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2017 Post Autumn Budget Round Up

Published on 23 Nov 17 by Liz Rees  (1,188 views)

We've outlined some key details and summarised yesterday's Budget, to help you separate the wheat from the chaff.

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Woodford Fund Round Up - October 2017

Published on 22 Nov 17 by Guest  (530 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Henderson European Selected Opportunities Fund Q3 2017 review

Published on 26 Oct 17 by Guest  (488 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.

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Henderson Global Growth Fund Q3 2017 review

Published on 26 Oct 17 by Guest  (725 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.

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Woodford Fund Round Up - September 2017

Published on 20 Oct 17 by Guest  (650 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Market commentary for Q3 2017 and future outlook

Published on 17 Oct 17 by Liz Rees  (1,552 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.

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Woodford Fund Round Up - August 2017

Published on 18 Sep 17 by Guest  (747 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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Finding the right formula

Published on 12 Sep 17 by Guest  (984 views)

Dan Nickols, head of UK mid and small cap equities at Old Mutual Global Investors, unveils, what he believes to be, his winning formula for finding successful UK smaller companies.

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Smaller Companies - bigger returns?

Published on 30 Aug 17 by Liz Rees  (1,310 views)

We describe the Smaller Companies universe and discuss the attractions and risks of investing in this area. We note the skills required to be a successful manager and the types of funds available. We comment on short and long term performance of the Small Cap index and summarise the current outlook.

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Woodford Fund Round Up - July 2017

Published on 23 Aug 17 by Guest  (723 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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Henderson Global Growth Fund Q2 2017 update

Published on 07 Aug 17 by Liz Rees  (572 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.

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Henderson European Selected Opportunities Fund Q2 2017 review

Published on 07 Aug 17 by Liz Rees  (631 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.

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Market commentary for Q2 2017 and future outlook

Published on 26 Jul 17 by Liz Rees  (1,667 views)

The article summarises the performance data for leading markets then goes on to assess the key events which have driven the trends. We present the latest IMF forecasts for GDP growth in the different regions and discuss the outlook for investors over the remainder of the year.

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Woodford Fund Round Up - June 2017

Published on 14 Jul 17 by Guest  (1,650 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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Woodford Fund Round Up - May 2017

Published on 16 Jun 17 by Guest  (698 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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The belief in value investing

Published on 13 Jun 17 by Guest  (945 views)

In recent months, value investing has started to outperform growth investing. Is value investing finally back in style? Schroders has kindly provided their views on why they support value investing.

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The belief in growth investing

Published on 09 Jun 17 by Guest  (999 views)

Baillie Gifford has kindly shared their views on why they believe growth investing provides the best platform to generate superior returns. 

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Investment styles - is there a catalyst for change?

Published on 05 Jun 17 by Liz Rees  (1,281 views)

The article reiterates the factors that determine which investment style performs best at different points in the economic cycle. We identify some Funds and their managers who are known for adopting a particular style and summarise the current outlook.

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Growth or value: which investment style is in fashion?

Published on 01 Jun 17 by Liz Rees  (1,607 views)

The article explains the features of growth and value investment styles and how some managers firmly adhere to one approach throughout their careers while others take a flexible approach. We look at the economic environment that might favour a particular style and which sectors and companies might be best placed to benefit.

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Reform and structural change in India

Published on 19 May 17 by Guest  (716 views)

The article describes the reforms and structural changes in India: political stability, direct benefit transfers, country-wide goods and services tax, increasing access to high speed internet and the shift from physical to financial savings.

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Infrastructure Q&A with Architas

Published on 17 May 17 by Guest  (932 views)

Solomon Nevins is a Senior Investment Manager at Architas and leads the research and analysis on alternative assets and UK fixed income. He has kindly provided his thoughts on a Q&A with Willis Owen. This includes insight on his approaches to infrastructure within a multi asset Fund and the opportunities he sees within the subsectors. 

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Woodford Fund Round Up - April 2017

Published on 15 May 17 by Guest  (819 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Building an income from infrastructure

Published on 05 May 17 by Fiona Liu  (1,141 views)

Following on from our previous article on the introduction of infrastructure, we look at what's been happening in the sector and how you can invest in this area. 
 

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Risk Appetite and Financial Decision Making

Published on 03 May 17 by Liz Rees  (1,354 views)

We commissioned a national polling firm to ask a sample of the population what their thoughts were on taking financial risk and decision making.

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Henderson Global Growth Fund Q1 2017 report

Published on 27 Apr 17 by Guest  (1,015 views)

Henderson have provided us with an update on the recent performance, positioning and outlook for holders of their Global Growth Fund.

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Henderson European Selected Opportunities Fund Q1 2017 report

Published on 27 Apr 17 by Guest  (675 views)

Henderson have provided an update on the recent performance and outlook for holders of their European Selected Opportunities Fund.

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Market review of Q1 2017 and the outlook for investors

Published on 24 Apr 17 by Liz Rees  (1,455 views)

We look at the performance and prospects for each important geographical region. We outline the latest IMF estimates for growth in 2017 and 2018 and consider the macro economic and political trends that could have an influence.

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Woodford Fund Round Up - March 2017

Published on 21 Apr 17 by Guest  (951 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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The foundations of investing in infrastructure

Published on 31 Mar 17 by Fiona Liu  (1,046 views)

Increasing, the Government has turned its attention to infrastructure spending as a way to boost economic growth, which can provide opportunities within this area. In this insight, we introduce the concept of infrastructure investment and explore the benefits and risks.

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Saving and Investing during economic disruption

Published on 24 Mar 17 by Liz Rees  (1,704 views)

With the FTSE 100 having recently set an all-time high, and a better than expected economic forecast for 2017, we commissioned a national polling firm to ask a sample of the population what this means to UK savers and investors like you. 

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India: an investment outlook

Published on 23 Mar 17 by Guest  (739 views)

Avinash Vazirani, the manager of Jupiter India, looks at the longer term positive implications of the government’s de-monetisation exercise and introduction of the Goods and Services tax. He explains how the former initiative aims to tackle the black economy while the latter moves the country towards a single tax regime which should improve efficiency and boost tax revenues.

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Woodford Fund Round Up - February 2017

Published on 17 Mar 17 by Guest  (1,015 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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2017 Post Spring Budget Round Up

Published on 09 Mar 17 by Liz Rees  (2,340 views)

We've outlined some key details and summarised yesterday's Spring Budget, to help you separate the wheat from the chaff.

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Winning at the loser's game: a strategy for absolute return investing

Published on 03 Mar 17 by Guest  (2,272 views)

Fund provider Jupiter has kindly provided this piece written by James Clunie, Head of Strategy, Absolute Return and manager of the Jupiter Absolute Return Fund. In the article James describes the strategies employed by his team which encompass academic research, behavioural analysis and short selling.

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Woodford Fund Round Up - January 2017

Published on 17 Feb 17 by Guest  (984 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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Absolute Return Funds - reducing the risk but what about the returns?

Published on 03 Feb 17 by Liz Rees  (2,140 views)

We describe the techniques available to absolute return managers and look at the performance that they have delivered. The pros and cons of the approach are clearly laid out.We also highlight the fact that Funds in the sector can have very different approaches (both geographically and by asset class) and this means that risk profiles can also vary considerably. 
 
 

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Henderson European Selected Opportunities Fund Q4 2016 report

Published on 27 Jan 17 by Guest  (1,042 views)

Henderson have provided an update on the recent performance and outlook for holders of their European Selected Opportunities Fund

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Henderson Global Growth Fund Q4 2016 report

Published on 27 Jan 17 by Guest  (898 views)

Henderson have provided us with an update on the recent performance and outlook for holders of their Global Growth Fund.

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Woodford Fund Round Up - December 2016

Published on 20 Jan 17 by Guest  (981 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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Market commentary for Q4 2016 and future outlook

Published on 18 Jan 17 by Liz Rees  (1,778 views)

A review of 2016 and consideration of how a series of unexpected political outcomes have shaped the outlook for world economies and stock markets in 2017. We look at the prospects for different regions and highlight the importance of a well diversified portfolio at a time when many uncertainties remain.

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Back to basics

Published on 04 Jan 17 by Guest  (2,721 views)

In this guest insight, one of BNY Mellon's fund manager - Aron Pataki explores the use of commodities in multi asset investing.

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Woodford Fund Round Up - November 2016

Published on 19 Dec 16 by Guest  (1,013 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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Christmas Opening Hours - 2016

Published on 16 Dec 16 by Jason Chapman  (1,213 views)

Follow the link above to view our Christmas opening hours.

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Lifting the lid on Multi Asset Funds

Published on 08 Dec 16 by Liz Rees  (1,805 views)

This article identifies the different types of funds that come under the generic term 'Multi Asset' and explains how their characteristics and investment strategies differ. We also look at the ways in which they provide diversification and how their complexity and risk level varies.

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2016 Autumn Statement round up

Published on 24 Nov 16 by Liz Rees  (1,835 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.

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Woodford Fund Round Up - October 2016

Published on 18 Nov 16 by Guest  (987 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.

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Trump win wrong-foots forecasters

Published on 17 Nov 16 by Guest  (1,317 views)

Following our US election article, Ian Heslop, head of global equities, Old Mutual Global Investors, comments on the result of the US presidential election, and explains how it relates to his investment process.

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Henderson European Selected Opportunities Fund Q3 2016 update

Published on 16 Nov 16 by Guest  (1,152 views)

Henderson have produced this overview for our investors in this fund to explain how the manager has positioned the fund, what has been driving performance and the prospects for the region going forward.

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Henderson Global Growth Fund Q3 2016 update

Published on 16 Nov 16 by Guest  (1,923 views)

Henderson have kindly produced a report for our customers who are invested in this fund which explains the current positioning, what has been driving recent performance and how the fund is placed to benefit from future trends which may affect the regions in which it invests. 

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US elections – how will the markets be affected?

Published on 03 Nov 16 by Fiona Liu  (2,304 views)

With less than a week before the results of the US presidential election is announced, we take a look at what a Hillary Clinton or a Donald Trump presidency looks like and how it can affect the markets. 

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Woodford Fund Round Up - September 2016

Published on 20 Oct 16 by Guest  (1,148 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Market Commentary for 3rd quarter of 2016 and future outlook

Published on 14 Oct 16 by Liz Rees  (2,038 views)

This blog looks at how major stock markets around the world have fared in the 3rd quarter of 2016, the key factors which have been driving performance and the prospects for the remainder of this year and beyond.

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Making renting right

Published on 28 Sep 16 by Guest  (1,247 views)

Following on from our blog on property funds, Andrew Allen - Head of Global Property Strategy and Research from Aberdeen Asset Management has written an interesting perspective on professionalising the private rented sector. He argues this would provide a stable stream of income to investors and in turn, would provide better quality properties to tenants. 

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Woodford Fund Round Up - August 2016

Published on 21 Sep 16 by Guest  (1,428 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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The case for global income

Published on 16 Sep 16 by Liz Rees  (1,755 views)

In this guest blog Artemis have kindly provided an article explaining where Jacob de Tusch-Lec, Fund Manager of the Artemis Global Income Fund, is currently finding the best income investment opportunities and what the attractions are.

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Equity Income funds – an appraisal of the UK and beyond

Published on 31 Aug 16 by Liz Rees  (2,350 views)

In this blog we look at the prospects for UK equity income investment and discuss whether it is worth considering other regions for the purpose of diversification. We consider which markets offer the best opportunities for sustainable and growing yields without taking on excessive risk.

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Woodford Fund Round Up - July 2016

Published on 12 Aug 16 by Guest  (1,121 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Are property funds still worth considering?

Published on 12 Aug 16 by Fiona Liu  (1,842 views)

The buy-to-let property market has been a popular investment sector for many years with investors viewing second properties as their pension. However, recent changes announced by the Government e.g. increases in stamp duty for second property ownership and reduced buy-to-let tax relief are measures that will discourage people going into this sector. 
With this in mind, we explore an alternative source of income by investing in a property fund.

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Henderson European Selected Opportunities Fund Round Up

Published on 08 Aug 16 by Guest  (1,288 views)

The Henderson European Selected Opportunities Fund is a popular holding in the Europe ex-UK sector and featured in our latest ISA magazine. Henderson have kindly agreed to provide us with a quarterly roundup of performance, positioning and outlook which we hope you will find interesting and useful.

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Investment grade bonds to party on

Published on 03 Aug 16 by Liz Rees  (1,643 views)

Following our recent overview of the fixed interest market we thought you might be interested in hearing the views of a leading Fund Manager on the outlook for investment grade corporate bonds. John Pattullo is the well respected manager of the Henderson Preference and Bond fund which featured in our latest ISA magazine.

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Woodford Fund Round Up - June 2016

Published on 18 Jul 16 by Guest  (1,389 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Market Commentary for 2nd quarter of 2016 and future outlook

Published on 12 Jul 16 by Liz Rees  (2,169 views)

Our latest blog looks at which stock markets have produced the best returns over the quarter and outlines the key political and economic trends. We assess the far reaching implications of Britain's monumental decision to quit the EU and explain how a well diversified portfolio can help reduce the volatility associated with the uncertain short term outlook. 

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The Fixed Interest Sector: is it still a safe haven for income seekers?

Published on 06 Jul 16 by Liz Rees  (2,579 views)

This blog is part of our series on investments that may be suitable for investors seeking income. It looks at how the Fixed Interest market can play an important role when constructing a well diversified portfolio. We consider the key features of the sub-sectors, the types of funds that are available and different levels of risk they incur. Finally, we assess the outlook for this market and whether it still offers an attractive investment proposition after a period of strong performance. 

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Britain votes for Brexit: The challenges and opportunities

Published on 27 Jun 16 by Liz Rees  (3,036 views)

Following our earlier blogs and poll on the EU referendum we now report on the stock market's reaction to the unexpected outcome. We review the political fallout and implications for the UK economy and beyond and further afield. We consider which asset classes are best placed to weather the storm and where opportunities might arise. 

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Woodford Fund Round Up - May 2016

Published on 21 Jun 16 by Guest  (1,294 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Yielding Income: A Sector in Focus

Published on 10 Jun 16 by Fiona Liu  (2,074 views)

Where investors are increasingly searching for income in a low interest environment, we will have a look at a sector that is designed to meet the needs of providing income - the UK Equity Income sector 

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Woodford Fund Round Up - April 2016

Published on 16 May 16 by Guest  (1,406 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund. 

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Countdown to the EU referendum

Published on 16 May 16 by Liz Rees  (3,902 views)

This blog is a follow up to our introductory post on ‘Brexit’ post in March. We now update readers on how the opposing campaigns are progressing; the views expressed by influential figures; what the latest polls are predicting and the effect the uncertainty is having on the UK economy as we approach referendum day on 23 June.

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Understanding inheritance tax

Published on 06 May 16 by Liz Rees  (3,431 views)

We have produced this blog article to highlight the forthcoming changes to the inheritance tax regime and explain how some careful planning can allow as much as possible of our wealth to be passed on to loved ones. It is always a good idea to review your portfolio and other assets regularly and ensure that you are invested in the most tax efficient way. 

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One year on: pension freedoms, an update on the pension landscape

Published on 26 Apr 16 by Fiona Liu  (1,555 views)

It's been a little over a year since pension freedoms came into force. Whilst there were speculations that there'd be "dash for cash" and blowing the cash on Lamborghinis, the data collected from the industry suggested otherwise. In this blog, we will look at how people are adapting to pension freedoms and provide an indication on further potential pension changes. 

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New allowance: new investment opportunities?

Published on 22 Apr 16 by Liz Rees  (1,633 views)

With a new tax year upon us, that means a brand new ISA allowance of £15,240 for the next 12 months. But how much do you think you will save and invest over the next year? How will it compare to the amount you managed to invest in the year just gone?

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Woodford Fund Round Up - March 2016

Published on 18 Apr 16 by Guest  (1,607 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Market Commentary for 1st quarter of 2016 and future outlook

Published on 15 Apr 16 by Liz Rees  (2,439 views)

We have reviewed the factors behind the disappointing start to the year and subsequent recovery of stock markets. After summarising the economic outlook we consider whether the prospects for the remainder of the year offer reasons for optimism for patient investors.

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ISA Allowance Poll

Published on 08 Apr 16 by Jason Chapman  (1,279 views)

With a new tax year, you have a new £15,240 tax-advantaged ISA allowance.  How much will you invest?

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In pursuit of income: investigating the opportunities

Published on 24 Mar 16 by Liz Rees  (2,404 views)

This blog provides an overview of where opportunities can be found for income seeking investors. We outline the main characteristics of the sectors offering superior yields to cash deposits for those investors prepared to take on board some extra risk and consider how they may fit into a diversified portfolio.

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2016 Post Budget Round Up

Published on 18 Mar 16 by Liz Rees  (2,402 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.

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Woodford Fund Round Up - February 2016

Published on 17 Mar 16 by Guest  (1,412 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Is the biggest risk to take no risk at all?

Published on 14 Mar 16 by Liz Rees  (1,851 views)

For the last few years we have commissioned a leading national polling firm to ask a representative sample of the UK population about their attitude to risk. We’ve done the same again this year and the results show that the proportion of people willing to take on some financial risk has decreased. The proven correlation between risk and return means some degree of risk is necessary to achieve a decent return in the long term. Yet 45% of those surveyed said they were not prepared to take any risk at all which is somewhat surprising given the low interest rates currently available on savings accounts. Our blog considers why this might be and how it could have  implications for the future wealth and financial security of a significant number of people.

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Brexit versus status quo: EU referendum date announced

Published on 10 Mar 16 by Liz Rees  (4,167 views)

This blog introduces the opposing groups which are campaigning for either remaining in the EU or taking the Brexit route. We set out the key facts and arguments that voters will need to consider when making their voting decision in June and highlight the possible effects on the economy, businesses and the stock market of both outcomes.
 

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Is there a role for emerging markets funds in the future?

Published on 18 Feb 16 by Fiona Liu  (2,131 views)

The Emerging Markets sector is having a difficult time with China's slowdown in growth and the fall in commodities prices. In this blog, we will discuss what defines an emerging market and whether there is still a role for these funds in the future. 

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Market Update: Is it darkest before the dawn?

Published on 15 Feb 16 by Liz Rees  (2,066 views)

We understand that falls in stock markets are worrying for the private investor. This blog examines the diverse political and economic factors which are affecting confidence about economic growth forecasts. We consider if there is light at the end of the tunnel and whether some asset classes may now be discounting a worse case scenario.

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Woodford Fund Round Up - January 2016

Published on 09 Feb 16 by Guest  (1,362 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Lost in translation- how currencies can affect investment returns

Published on 05 Feb 16 by Liz Rees  (1,827 views)

In this blog we look at how currency movements can affect your sterling returns when you invest in an overseas stock market. We look at the option of choosing a hedged share class where available and consider whether a well diversified portfolio can also smooth returns over the long term. 

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Market Update: Outlook for 2016

Published on 28 Jan 16 by Jason Chapman  (1,931 views)

Despite steady economic growth in the UK last year, 2016 has started with a few bumps. We commissioned a leading national polling firm to ask a representative sample of the UK population what it all means to UK savers and investors like you. 

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Market Update: Navigating stock markets in times of turbulence

Published on 25 Jan 16 by Liz Rees  (1,970 views)

In this blog we look at the current issues facing the global economy and point out what developments over the course of the year might improve sentiment towards stock markets. We also consider whether there are investment opportunities arising from the recent heightened volatility. 

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Woodford Fund Round Up - December 2015

Published on 20 Jan 16 by Guest  (1,411 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Market commentary for final quarter and round-up of 2015

Published on 13 Jan 16 by Liz Rees  (2,271 views)

In this blog we focus on the key economic and politcal factors which have driven markets in the 4th quarter and review the performance contributions of major economies at the year end.  We then look at the global outlook for 2016 and consider the prospects for investors in different regions.

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2016 New Year Resolutions for you to stick with

Published on 04 Jan 16 by Jason Chapman  (1,630 views)

There are a number of New Year resolutions you could make, eat healthily, get fitter, spend more time on what’s important to you. I wonder if “making sure my finances are healthy..” is included?

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Poll: Feeling confident about the economy?

Published on 22 Dec 15 by Jason Chapman  (2,504 views)

After the latest fall in oil prices, and the US Federal Reserve’s decision to increase its interest rate, how confident are you feeling about the global markets in 2016?

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Falling oil prices dampen Christmas cheer for Stock markets

Published on 17 Dec 15 by Liz Rees  (1,792 views)

In this blog we look at how the severe decline in the oil price has impacted the global economy and Stock Markets. We also consider the future implications if the price were to stay at these current depressed levels for an extended period of time.

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Woodford Fund Round Up - November 2015

Published on 15 Dec 15 by Guest  (1,513 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Willis Owen Christmas Opening Hours - 2015

Published on 09 Dec 15 by Jason Chapman  (1,298 views)

Follow the link above to view our Christmas opening hours.

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Reaping the rewards of diversification

Published on 07 Dec 15 by Liz Rees  (2,013 views)

This is the third piece in our series of blogs addressing risk. Following a general introduction to the subject and a look at how Fund Managers deal with risk, we now address what steps investors can take to diversify risk in their portfolios. We consider the important factors to take into account when deciding on appropriate asset allocation and the extent to which the process can be delegated to a fund manager.

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2015 Autumn Statement Round Up

Published on 26 Nov 15 by Jason Chapman  (2,122 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.

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Pre-Autumn Statement Poll

Published on 19 Nov 15 by Jason Chapman  (1,304 views)

With less than a week to go until George Osborne’s Autumn Statement, we'd love to know how confident you feel about your own personal finances?

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Woodford Fund Round Up - October 2015

Published on 18 Nov 15 by Guest  (1,333 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Fund manager changes at First State and Stewart Investors

Published on 11 Nov 15 by Liz Rees  (1,894 views)

First State and Stewart Investors have announced some management changes which affect a number of their funds. In this blog we look at whether the new appointments are likely to have an impact on the way in which the funds are run and report on the response of our research partners Square Mile.

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Capital Gains Tax - something to consider when taking a profit?

Published on 09 Nov 15 by Liz Rees  (2,920 views)

We all enjoy realizing a profit on our investments but the downside could be an unexpected tax bill from the tax man. This blog looks at how Capital Gains Tax is calculated and whether some careful planning might reduce the potential burden.

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Is there a road to recovery for commodities?

Published on 21 Oct 15 by Fiona Liu  (2,125 views)

Commodities have hit the headlines in recent months - this article explores what influence commodities prices and how it can have an impact on your investment portfolio. 

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Woodford Fund Round Up - September 2015

Published on 14 Oct 15 by Guest  (1,517 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Market commentary for the 3rd quarter of 2015

Published on 09 Oct 15 by Liz Rees  (2,261 views)

We review the events which led to a setback in stock market performance over the period and consider whether the current economic outlook offers any reasons for optimism.

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Investing with a conscience - do ethical funds make successful investments?

Published on 29 Sep 15 by Liz Rees  (1,776 views)

There is growing interest in ethical funds as investors and companies take greater interest in social, environmental and governance issues. However, the sector is very diverse in terms of the range of funds available and the approach to identifying acceptable companies. This blog considers the track record of, and outlook for, the sector and describes some of the investment processes adopted by leading funds.

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Autumn Shivers- an update on Global Stock Markets

Published on 24 Sep 15 by Liz Rees  (2,019 views)

A recap of the continuing effect of China's economic downturn on other world markets.

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Woodford Fund Round Up - August 2015

Published on 15 Sep 15 by Guest  (1,470 views)

A recap of the continuing effect of China's economic downturn on other world markets.

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Passive Funds - worthy of a place in your portfolio?

Published on 04 Sep 15 by Liz Rees  (1,884 views)

We look at the different types of passive funds and explain the advantages and disadvantages compared with active funds.

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China - can the cracks be repaired?

Published on 26 Aug 15 by Liz Rees  (2,766 views)

A brief look at the reasons for, and implications of, China's recent decision to devalue its currency 

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SIPPs - saving for your retirement

Published on 25 Aug 15 by Fiona Liu  (1,803 views)

This article will explain the features of a SIPP and how it can help you save for your retirement. We will also discuss the factors you may want to consider when exploring the possibility of consolidating your pension plans into a SIPP. 

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Forthcoming changes on the taxation of dividends

Published on 21 Aug 15 by Liz Rees  (3,945 views)

In his July Budget the Chancellor, George Osborne, announced on overhaul of the way in which dividends paid to UK investors are subject to tax. This blog considers how it will people in different income tax bands and what action can be taken to minimize the liability to tax.

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Woodford Patient Capital Trust Plc - Update

Published on 18 Aug 15 by Liz Rees  (1,865 views)

Last week marked the release of the maiden set of financial results for Woodford Patient Capital Trust.

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Woodford Fund Round Up - July 2015

Published on 17 Aug 15 by Guest  (1,470 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Junior ISAs - Saving for the future

Published on 12 Aug 15 by Liz Rees  (1,909 views)

An overview of ways of putting money aside for our children's future, tax allowance £4080, child trust fund, 

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Scottish Mortgage Investment Trust - Approach to risk

Published on 23 Jul 15 by Liz Rees  (2,273 views)

Tom Slater, joint manager of the trust, outlines how his team identifies and mitigates risk.

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How a Fund Manager deals with risk

Published on 20 Jul 15 by Liz Rees  (2,368 views)

In this blog we examine how a fund manager assesses and controls the risks he may face in managing his fund.

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Woodford Fund Round Up - June 2015

Published on 16 Jul 15 by Guest  (1,541 views)

June update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Pension changes: have your say

Published on 15 Jul 15 by Jason Chapman  (1,780 views)

Let us know your thoughts with regards possible pension changes.

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Market round-up for the first half of 2015

Published on 13 Jul 15 by Liz Rees  (2,342 views)

A review of the key economic and market events in the first half of the year.

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2015 Post Summer Budget Round Up

Published on 09 Jul 15 by Jason Chapman  (3,170 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.

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The world of investment trusts

Published on 04 Jul 15 by Liz Rees  (4,260 views)

An introduction to another investing opportunity which is now available on the Willis Owen website.

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The case for long term investment in equities

Published on 22 Jun 15 by Liz Rees  (1,984 views)

Liz Rees looks at the long term potential of stock market returns compared with cash deposits to achieve your investment goals.

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Woodford Fund Round Up - May 2015

Published on 17 Jun 15 by Guest  (1,497 views)

May update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund

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Happy 1st birthday to Woodford Equity Income

Published on 12 Jun 15 by Liz Rees  (3,055 views)

We review the first year of Neil Woodford's new income fund.

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Introducing the concept of risk

Published on 08 Jun 15 by Liz Rees  (1,572 views)

Liz Rees our new Head of Research introduces the concept of risk.

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The EU Referendum and its effects

Published on 03 Jun 15 by Jason Chapman  (2,023 views)

How will the EU referendum affect you?

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Woodford Fund Round Up - April 2015

Published on 18 May 15 by Guest  (1,514 views)

April update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund

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Post General Election Round Up

Published on 08 May 15 by Jason Chapman  (2,389 views)

Please read on for our General Election round up.

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Attitudes to risk

Published on 28 Apr 15 by Jason Chapman  (2,202 views)

We've commissioned a leading national polling firm to understand the nation’s attitudes to risk.

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Introducing the Woodford Patient Capital Trust plc

Published on 22 Apr 15 by Jason Chapman  (2,139 views)

Star manager Neil Woodford's new Woodford Patient Capital Trust is now avaialbe to invest in.

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Woodford Fund Round Up - March 2015

Published on 20 Apr 15 by Guest  (1,541 views)

March update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund

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The General Election and your investments

Published on 15 Apr 15 by Jason Chapman  (2,234 views)

Our latest blog is based on the research on what people think would be the best Government for their savings and investments. 

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Attitudes to savings and investment

Published on 07 Apr 15 by Jason Chapman  (2,611 views)

We've commissioned a leading national polling firm to understand the nation’s attitudes to savings and investment.

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Your economy, your finances…your outlook

Published on 26 Mar 15 by Jason Chapman  (2,081 views)

How does what’s going on in the wider world affect the way you feel about your own financial situation?

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2015 Post Budget Round Up

Published on 19 Mar 15 by Jason Chapman  (2,564 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.

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2015 Latest Budget News

Published on 18 Mar 15 by Jason Chapman  (2,226 views)

View the latest news from the budget and if you feel inclined, start a conversation or comment on the views of others.

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Great service, even better prices

Published on 11 Mar 15 by Jason Chapman  (1,311 views)

Our new future proofed, low cost, paperless investment solution is here.

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Woodford Fund Round Up - February 2015

Published on 10 Mar 15 by Guest  (1,628 views)

February update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund

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QE in an unequal world

Published on 24 Feb 15 by Guest  (2,689 views)

Neil Woodford discusses the contuinued use of Quantative Easing and its possible effects. 

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Woodford Fund Round Up - January 2015

Published on 12 Feb 15 by Guest  (1,627 views)

January update from Stephen Lamacraft, Fund Manager at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Woodford Fund Round Up - December 2014

Published on 14 Jan 15 by Guest  (1,665 views)

December update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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January Research Update

Published on 12 Jan 15 by Jason Chapman  (2,276 views)

View the latest Willis Owen news regarding our Research developments.

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Willis Owen Christmas Opening Hours - 2014

Published on 15 Dec 14 by Jason Chapman  (1,740 views)

Follow the link above to view our Christmas opening hours.

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Woodford Fund Round Up - November 2014

Published on 08 Dec 14 by Guest  (1,573 views)

November update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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2014 Autumn Statement Round Up

Published on 04 Dec 14 by Jason Chapman  (2,664 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.

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Autumn Statement 2014

Published on 03 Dec 14 by Guest  (2,082 views)

View the latest news from the Autumn Statement and if you feel inclined, start a conversation or comment on the views of others.

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Woodford Fund Round Up - October 2014

Published on 12 Nov 14 by Guest  (1,892 views)

October update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Woodford Fund Round Up - September 2014

Published on 13 Oct 14 by Guest  (1,712 views)

September update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Willis Owen Tools Navigation Refresh

Published on 09 Oct 14 by Jason Chapman  (2,180 views)

It has just got easier to find your way around the Willis Owen Tools.

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A Guide to Investing for Women

Published on 26 Sep 14 by Guest  (1,562 views)

Our friends at BNY Mellon have broached the subject of Investing for Women and discuss the similarites and differences in the behaviour and approach to money between men and women.

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M&G Episode Balanced Fund update

Published on 24 Sep 14 by Jason Chapman  (2,064 views)

The M&G Episode Balanced Fund will be changing name with effect from 3 November 2014.

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Willis Owen Comments on Scotland’s Vote to Stay in the UK

Published on 19 Sep 14 by Jason Chapman  (3,945 views)

Willis Owen has today responded to the ‘No’ vote in the Scottish independence referendum. Commenting on the result

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Julie Dean to leave Schroders

Published on 10 Sep 14 by Jason Chapman  (1,505 views)

Julie Dean, fund manager of the Schroder UK Opportunities Fund has resigned from Schroders.

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Threadneedle UK fund manager change

Published on 09 Sep 14 by Jason Chapman  (1,540 views)

It has been announced that Simon Brazier, fund manager of the Threadneedle UK fund, and the fund's co-manager Blake Hutchins, left the firm on 3rd September 2014.

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Woodford's Russell Harrop leaves

Published on 05 Sep 14 by Jason Chapman  (1,814 views)

Yesterday saw the breaking news of the first senior departure from Woodford Investment Management.

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Woodford Fund Round Up - August 2014

Published on 04 Sep 14 by Guest  (1,547 views)

August update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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AXA Framlington change pricing policy

Published on 31 Aug 14 by Jason Chapman  (3,316 views)

AXA Investment Managers UK Limited (AXA) has recently informed us that they will be converting funds from a dual-priced to a single priced basis.  These changes will be made to all AXA Framlington Unit Trusts in phases, with the first taking place on 8 September 2014.

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Woodford Fund Round Up - July 2014

Published on 05 Aug 14 by Guest  (1,740 views)

Nice article from Mitchell Fraser-Jones, head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.

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Axa Framlington Health Fund Manager Change

Published on 01 Aug 14 by Jason Chapman  (1,519 views)

Axa Framlington Health manager, Gemma Game has resigned from Axa Investment Managers.

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M&G Fund Name Change

Published on 23 Jul 14 by Jason Chapman  (1,538 views)

As of 8 August 2014 the M&G High Yield Corporate Bond Fund will be changing its name to the 'M&G Global High Yield Bond Fund'.

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Woodford unveils top 10 holdings

Published on 17 Jul 14 by Jason Chapman  (1,477 views)

So, the initial pre frenzy launch is over, the launch of the New Neil Woodford Fund (CF Woodford Equity Income Fund) has come and.. well, keeps going it would seem, 2.2 billion and counting.

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A unique e-magazine for investors

Published on 11 Jul 14 by Jason Chapman  (2,494 views)

DIY Investor Magazine delivers content from industry experts and commentators allowing you to make informed investment decisions and shape your own financial future

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Scottish independence - the challenges

Published on 04 Jul 14 by Guest  (3,289 views)

Hear from Azad Zangana, European Economist at Schroders regarding the upcoming Scottish Referendum.

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NISA - The 'Nicer ISA' is on the way

Published on 17 Jun 14 by Jason Chapman  (4,654 views)

The government announced at Budget 2014 that from 1 July 2014, ISAs (Individual Savings Account) will be reformed into a new simpler product, the ‘New ISA’ (NISA) with equal limits for cash, and stocks and shares.

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Modi’s mandate could invigorate India

Published on 21 May 14 by Guest  (1,845 views)

Hear from Craig Botham, Emerging Markets Economist at Schroders regarding the recent election in India.

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Jupiter Merlin Portfolios update

Published on 20 May 14 by Guest  (1,969 views)

We've received a valuable update and outlook from the Jupiter Independent Funds Team regarding the performance and positioning for Jupiter Merlin Portfolios.  

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Introducing the CF Woodford Equity Income Fund

Published on 15 May 14 by Jason Chapman  (5,755 views)

Star manager Neil Woodford has announced details of his much anticipated new venture. The new fund from one of the UK's most respected fund managers will launch on 2 June 2014. In preparation, we have obtained early details of this new fund.

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Neil Woodford Fund Manager Update

Published on 16 Apr 14 by Jason Chapman  (4,104 views)

Register your interest in Neil's imminent fund launch.

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Best Selling Funds in ISA Season 2014

Published on 11 Apr 14 by Jason Chapman  (1,646 views)

We thought you might like to see the most popular ISA season funds purchased in the first three months of 2014.

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2014 Budget Round Up

Published on 20 Mar 14 by Jason Chapman  (2,943 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.

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Latest Budget News

Published on 19 Mar 14 by Jason Chapman  (2,995 views)

View the latest news from the budget and if you feel inclined, start a conversation or comment on the views of others.

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Why do you invest in an ISA?

Published on 11 Mar 14 by Jason Chapman  (2,263 views)

We all know that when it come to investing some of your money, a good starting point is a tax efficient vehicle such as an ISA. 

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Cazenove funds renamed

Published on 05 Mar 14 by Jason Chapman  (2,070 views)

Following Schroders' acquisition of Cazenove Capital in July 2013, Schroders have been implementing a series of integrations to combine the two businesses.
As part of this integration, from 24 March 2014, Cazenove Capital funds will change their names as they combine funds onto a single administration platform.

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Five considerations for your ISA

Published on 26 Feb 14 by Jason Chapman  (2,247 views)

With the end of the tax year fast approaching, I thought i'd share some tips to help you make the most of your ISA allowance.

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Equity ISA v Cash ISA

Published on 17 Feb 14 by Jason Chapman  (4,112 views)

With the ISA deadline of 5th April fast approaching you need to act fast to keep your hard-earned cash from the taxman. You may also be asking yourself the usual question; should I save in a Cash ISA or Equity ISA?

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How's your economic outlook?

Published on 11 Feb 14 by Jason Chapman  (2,408 views)

New figures from Willis Owen reveal that although savers and investors are reporting a renewed confidence in the British economy, this isn’t translating into a greater appetite for financial risk.

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Play Space Competition Launch

Published on 05 Feb 14 by Jason Chapman  (1,767 views)

Put your fund picking skills to the test with our exciting Play Space competition and you could win one of our fabulous prizes.

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Help is on the way!

Published on 28 Jan 14 by Jason Chapman  (1,628 views)

Our 2014 Willis Owen ISA Guide is now at the printers and a FREE copy will be with our Willis Owen customers in the next couple of weeks.
But why wait? You can download a copy of the guide right now!

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Best Selling Funds for 2013

Published on 07 Jan 14 by Jason Chapman  (2,720 views)

We are often asked at Willis Owen ‘what are people buying these days?’ Whilst we support the fact that investors should purchase funds that meet their own investment risk and objectives, it’s always interesting to see what others are doing.

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Is good news on the way regarding CTF’s?

Published on 23 Dec 13 by Jason Chapman  (2,124 views)

Willis Owen have actively supported the removal of the restrictions surrounding Child Trust Funds and allowing parents to switch into JISA. We were hoping the Chancellor would bow to public pressure and make an announcement in the Autumn budget.. however perhaps he needed more time!

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Merry Christmas from all the team at Willis Owen

Published on 06 Dec 13 by Jason Chapman  (2,145 views)

Follow the link above to view our Christmas opening hours.

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Autumn Statement Round Up

Published on 06 Dec 13 by Jason Chapman  (2,133 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.

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Breaking News: ISA Allowance to rise to £11,880

Published on 05 Dec 13 by Jason Chapman  (2,140 views)

In today's Autumn Statement the Chancellor has announced an increase in next tax year's ISA allowance to keep in line with the consumer price index.

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Willis Owen Customer Poll makes Headlines

Published on 04 Dec 13 by Jason Chapman  (1,756 views)

Following a recent poll regarding the industry rumour that lifetime ISA limits could be introduced, the overwhelming feeling of 'No' votes for this idea has made headlines.

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ISA Lifetime Cap - Have your say

Published on 25 Nov 13 by Jason Chapman  (1,562 views)

Reports suggest the Government is considering the introduction of a £100,000 lifetime cap on ISA holdings.  Would you support or oppose this cap?

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Calls for Cash ISA allowance to be doubled

Published on 20 Nov 13 by Jason Chapman  (3,113 views)

A proposal by the Building Societies Association (BSA) is calling for the Cash ISA allowance to be doubled to £11,520 to put it in line with Stocks and Shares ISAs.

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Is a lifetime cap on your ISAs on the way?

Published on 30 Oct 13 by Jason Chapman  (6,161 views)

It may be time to act now to defend your ISA allowance before the Government reviews another taxation policy.

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ISA limit ‘expected’ to rise to £11,880

Published on 23 Oct 13 by Jason Chapman  (2,336 views)

The formula, linked to last month's inflation, could mean a rise to £11,880 for the next tax year.

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Neil Woodford Funds - Under Review by OBSR

Published on 16 Oct 13 by Jason Chapman  (2,779 views)

Following the announcement that Neil Woodford will leave Invesco Perpetual in April 2014, Morningstar OBSR has placed the Morningstar OBSR Analyst Ratings of the funds he actively manages Under Review.

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Welcome

Published on 02 Oct 13 by Jason Chapman  (40,095 views)

Well, we finally got round to it. We've wanted to do it for ages but somehow never managed to put fingers-to-keyboard until now....so, drum-roll please, welcome...

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Welcome to Play Space

Published on 02 Oct 13 by Jason Chapman  (1,697 views)

Willis Owen is please to announce the launch of Play Space, a straightforward, yet, sophisticated service that enables you to build and track prospective funds or whole portfolio’s for potential future investment.

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Child Trust Fund to Junior ISA consultation update

Published on 02 Oct 13 by Jason Chapman  (3,681 views)

A big thanks to all of our customers who provided feedback to the Government Child Trust Fund consultation regarding the possibility of allowing the transfer of savings from a Child Trust Fund to a Junior ISA.

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