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UK retail net fund sales move back into positive territory


By Jack Gray

Strong net inflows into offshore strategies drove UK retail net fund sales back into positive territory in the second quarter of 2026, analysis from ISS Market Intelligence (MI) has shown


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Younger investors more engaged and diversified than ever

Millennial and Gen Z investors in the UK are investing more frequently, diversifying more broadly, and maintaining confidence in long-term market growth, despite geopolitical and trade uncertainty, research from Charles Schwab has shown

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Family offices investing in expertise as complexity grows

Family offices are investing in expertise to ensure they keep pace with an evolving market and as they take on increasingly complex responsibilities, according to Agreus

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Tax system ‘increasingly damaging’ to economic growth – IEA

The British tax system is becoming increasingly damaging to economic growth, the Institute of Economic Affairs (IEA) has warned

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SIPP reforms risk 'information overwhelm' as firms call for clarity

Industry bodies have urged the Financial Conduct Authority (FCA) to provide greater clarity and avoid unnecessary regulatory complexity in its proposed reforms to self-invested personal pensions (SIPP)

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Private market fund managers forecast growth in semi-liquid fund launches

Private market fund managers in the UK are anticipating strong growth in semi-liquid private market fund launches as opportunities for public market growth “shrink”, according to Wealth Club

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Invesco launches open architecture platform for wealth clients

Invesco has launched an open architecture platform to provide bespoke investment solutions for wealth and institutional clients

People moves: AJ Bell, Quilter Cheviot, and Stephenson Harwood

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Active strategies gaining in popularity amid uncertainty and higher rates

Fund selectors working with retail clients are showing a greater interest in active strategies amid global uncertainty and higher interest rates, according to a study from Rathbones Asset Management
PIMFA raises concerns over FCA’s consumer investment disclosure proposals

The Personal Investment Management & Financial Advice Association (PIMFA) has raised concerns over several proposals in the Financial Conduct Authority’s (FCA) consultation on simplifying consumer investment disclosures

IHT receipts rise by £100m year-on-year; CGT take hits £194m in July

The government’s inheritance tax (IHT) receipts for April to July 2026 were £3.2bn, an increase of £100m from the same period last year, the latest figures from HMRC have shown

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