Articles by Tom Bailey

Ban on Isa and Sipp exit fees moves a step closer

Thursday, 14 March 2019 | News

The Financial Conduct Authority (FCA) has moved a step closer to banning exit fees for investment platforms.

Looking for income? 28 investment trusts that yield more than 4%

Friday, 01 March 2019 | News

A total of 28 investment trusts are currently yielding more than 4%, according to investment bank Stifel’s latest report.

Revealed: The one investment trust that would have made you an Isa millionaire

Tuesday, 26 February 2019 | News

Only one investment trust would have been able to produce an Isa millionaire in the 20 years since the introduction of Isas, according to the Association of Investment Companies (AIC),

Investors unwittingly buying "controversial weapons" manufacturer stocks in index-tracking funds, asset managers warn

Thursday, 14 February 2019 | News

Stockmarket indices should automatically exclude companies involved in the production of “controversial weapons”, according to an open letter signed by 140 asset and wealth managers, published by Swiss Sustainable Finance.<...>

Investments in the doghouse: latest poor performing 'dog funds' revealed

Tuesday, 12 February 2019 | News

The sum of money held in serial underperformers has mushroomed from £33.6 billion to £54.6 billion.

Over-55 pension savers overtaxed by £400 million - here's how to avoid being stung

Thursday, 31 January 2019 | News

The number of pension savers being hit with a tax bill on pension lump sum withdrawals has continued to grow.

Include property wealth on pensions dashboard to help savers 'make informed choices'

Wednesday, 30 January 2019 | News

Inclusion of housing wealth will allow savers to better plan their retirement, argues the Equity Release Council.

Pension dashboard providers must be forced to put savers first ahead of their own profits

Monday, 28 January 2019 | News

Concerns have been raised that private pension dashboard providers may push users to take inappropriate action. 

First 50 fund update: Witan to close all savings and Isa accounts

Tuesday, 15 January 2019 | News

Unable to provide the digital experience investors now demand, fund management firms are closing their savings accounts.

interactive investor launches new 'Super 60' funds and trusts list while Hargreaves Lansdown trims its fund recommendations

Wednesday, 09 January 2019 | News

interactive investor  has launched the ‘Super 60’, a high-conviction list of investment ideas, including open-ended funds, investment trusts and ETFs.