Analysis from Heartwood Wealth Management reveals that many of the top performing investment funds could soon be among the worst performers.
Its analysis of industry data on the top 50 performing funds over the period 1997 to 2002 reveals that only 1 remained in this group for the following 5-year period of 2002 to 2007. The […]

A recent survey commissioned by Baillie Gifford & Co shows that the number of parents saving for their children’s futures has decreased by more than 10% since 2002.
However, the number of children who believe their parents are saving on their behalf has actually increased. In 2007, 40% of children believe that their parents are saving […]

Overall allocation to alternative investment has remained stable at around 13 per cent, according to new research conducted by JPMorgan Asset Management with 282 institution respondents across 12 European countries. 
The institutions have estimated they will invest €103.6 billion (£67.4bn) in alternative asset classes over the next four years.
Of those institutions surveyed, 25% are invested in […]

More UK investors are putting their money in the stock market, with 90% of active investors (people who have traded in the last 12 months) in the UK currently owning shares, according to TD Waterhouse. 
 
But despite this increased activity, confidence has been dented by market jitters this year, with only a third (33%) of UK […]

Many savers with larger balances are not benefiting from the Bank of England’s decision in July to increase the Base Rate by a 0.25% to 5.75%, according to Investec Private Bank.

It has revealed that between 27 July and 27 October, 60% of accounts paid less than 5% interest for balances of £25,000, with the average […]

The number of 0% balance transfer deals on the market has risen by 13% in the past year as firms increasingly target credit card borrowers trying to get their debts under control, analysis from MoneyExpert.com shows.
And the average 0% introductory offer on balance transfers now lasts 10 months, the independent financial comparison website says. Firms […]

Rising oil and food prices plus increased mortgage payments have hit consumer confidence with a record number of consumer believing prices rose in 2007 and are set to rise further in 2008, according to the latest consumer barometer from Lloyds TSB Corporate Markets.
The survey of 2,000 consumers in November found that 73% believe prices […]

Half of UK consumers save for Christmas, according to research by business advisory firm Deloitte, which found that 50% of British people surveyed said they have saved money for year-end purchases, with young women and the Northern Irish leading the way. 

Nearly 7 out of 10 (69%) people in Northern Ireland save for Christmas, followed by […]