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Understanding what goes in to the FTSE100
The latest quarterly review of the FTSE 100 revealed common misunderstandings about how the index is drawn up. Every quarter FTSE...


Saudi Arabia: the next emerging market
The June 2018 review of constituents for the main Emerging Markets Index has produced a few surprises. The MSCI Emerging Markets Index is...


Top earners increase their share of tax payments
HMRC’s latest statistics provide an insight into the income tax paying population. The figures reveal changes in the distribution of tax...


FYI - In the News
Regulator seeks to make platform switching easier On 16 July 2018, the Financial Conduct Authority (the FCA) published its interim report...


National Savings & Investments focusing on smaller investors
National Savings & Investments (NS&I) has introduced limits on its offerings for wealthier savers. In mid-June NS&I announced a revision...


Interest rates for the Eurozone and US diverge
Important interest rate announcements were made in June, both in the UK and the US. The US Federal Reserve announced its seventh 0.25%...


Can a revised tax system re-balance intergenerational fairness?
A new report has proposed taxing the baby boomers to help resolve major issues around intergenerational fairness. The report, published...


A savings tax review
The way savings are taxed is being reviewed by the Office of Tax Simplification (OTS). The OTS is looking at the way in which savings and...


Interest rate rises prove hard to predict
The Bank of England did not raise interest rates in May, despite earlier suggestions that it would. About four years ago a member of the...


Pension transfers sky-rocket
Transfers out of private sector final salaries boomed in 2017. There was a dramatic increase in the value of number of transfers out of...
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