Should YOU invest in #ETFs in a Broker or in a Pension? 🤔 In this ultimate investment showdown which #ETF investment avenue reigns supreme. We explore the nuances of ETF investing in both brokers and #pension schemes, leaving no stone unturned so you know what is best for you. Discover the benefits of using a #broker for ETF investing, from unparalleled flexibility to ease of use. But beware of the #tax implications lurking in the shadows! Learn why ETF #investing in a pension could be the tax-efficient solution you've been searching for, offering a shield against hefty capital gains #taxes and preliminary investment taxes. With our in-depth analysis and real-world scenarios, you'll gain valuable insights into maximizing your investment #return while minimizing tax liabilities. Plus, uncover the power of compounding and long-term investing, as we demonstrate how pensions can supercharge your #wealth accumulation journey. But remember, there's no one-size-fits-all solution. The best #investment strategy depends on your unique financial goals, time horizon, and risk tolerance. So why not explore both options and diversify your #portfolio for maximum returns? Watch the full #video here: https://lnkd.in/eZ6xTDiR
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Featured content: Schroders' article on the bottlenecks pension funds face in integrating sustainability into strategic asset allocation was chosen for our 'Top Picks' newsletter. It was selected from items uploaded to the Pensions for Purpose platform in June as one of six pieces to share with members. For UK investment professionals only. #Sustainability #PensionFunds #PensionsforPurpose https://ow.ly/MhQY50SxYB2
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In the world of sustainable investing, you have to know exactly what your client wants. So, we're proud to showcase six examples of how we tailored solutions for pension fund clients around the world. #susty #KnowYourClient #NetZero
Learning from pension peers: Sharing knowledge and securing futures | Robeco Global
robeco.com
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In the world of sustainable investing, you have to know exactly what your client wants. So, we're proud to showcase six examples of how we tailored solutions for pension fund clients around the world. #susty #KnowYourClient #NetZero
Learning from pension peers: Sharing knowledge and securing futures | Robeco Global
robeco.com
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In the world of sustainable investing, you have to know exactly what your client wants. So, we're proud to showcase six examples of how we tailored solutions for pension fund clients around the world. #susty #KnowYourClient #NetZero
Learning from pension peers: Sharing knowledge and securing futures | Robeco Global
robeco.com
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🌟 Exciting news for National Pension Scheme investors! Discover how to identify consistent performers and higher returns at a lower risk with the National Pension Scheme Fund Screener Sep 2024. Check out the post to learn more: https://lnkd.in/gAdm_JpU #NPS #Investing #FinancialPlanning
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Pension funds have huge potential to increase the assets invested for impact. This blog write-up of a Pensions for Purpose all-member event covered how to identify effective investment strategies for real-world impact, how to measure impact, and communicate the benefits of impact to pension scheme members. #RealWorldImpact #ImpactInvestment #PensionsforPurpose https://ow.ly/kpsO50SlMuC
Affecting real-world impact – Bruna Bauer
pensionsforpurpose.com
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🚀 Pension Risk Transfer in a New Era: Innovative Strategies Shaping the Endgame The Actuary magazine has just released a new article written by Amrit Summan FIA, Investment Strategy Solutions Lead within the Scenarios & Asset Valuation team, which explores the evolving landscape of defined benefit pension funds in the UK. The piece dives into the challenges and opportunities presented by emerging surpluses, regulatory changes, and new market players, as pension schemes navigate their journey to buyout. 💡 Key highlights: 👉 Record-breaking risk transfer activity 👉 Superfund consolidation as a viable alternative 👉 New market entrants like M&G and Royal London boosting capacity Read the full article Pensions endgame: the road to buyout here: https://lnkd.in/ewSUUPNT? #PensionRiskTransfer #DBPensions #EndgameSolutions #TheActuary
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Defined contribution pension schemes can help propel the transition to a more sustainable future by investing in climate-aligned real assets, believe Aviva Investors. #DefinedContribution #RealAssets #PensionsforPurpose https://ow.ly/OYlJ50SqMwT
Building better – Aviva Investors
pensionsforpurpose.com
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Top-rated financial planner, providing bespoke independent advice for those who : Have retired | Are retiring soon | Are bereaved | Who have inherited | Who have new family responsibilities | Need long term care
You DON'T necessarily get what you are paying for with pension funds.... According to a Morningstar survey, 72% of UK pension funds have underperformed the FTSE All Share index by more than 10% over 10 years while 37% have underperformed it by more than 20%. What this means is you may be paying higher fund management charges and not getting any extra benefit from these extra charges. If you would welcome a review of your pension or investment funds, then please get in touch. #fundcharges #trackerfunds #highcharges #financialplanning
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What difference do fees make anyway????? At Prosper we think fees make ALL the difference. We know that zero fee access on 30 index funds from the world's leading asset managers, zero platform fees and zero transaction fees can mean nearly 50% more profit over a 30 year investment period*. Remember your Investments can go down as well as up. What would you do with 50% more money during retirement? Would you travel more? Give more to causes you care about or just retire earlier… You can still open or transfer your pensions, ISAs and GIAs to the Prosper platform and access 30 ETFs from the world’s leading asset managers at absolutely no cost. The offer ends July 31st. We are charging no platform fee, no transaction fees and we’ll refund the fund fees every year too. We don’t think anyone else does this anywhere in the world…feel free to let us know if you know of anyone else doing this? Prosper is designed for long term savers who want to maximise the potential value of their wealth over the next decade or more. Your capital is at risk. *Comparing a 30 year investment period with an average return of 5% per annum with fees at 1.6% per annum vs fees at 0%
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