Investment and Junior Isas – the weekend money sections blog

This weekend saw investment stories back on top, having increased from 22 per cent to account for 30 per cent for all personal finance coverage in the nationals, while tax articles dropped from 21 per cent down to 8 per cent and utilities from 5 per cent to just 1 per cent. Meanwhile, pension stories rose to 13 per cent from 10 per cent last week. A story that caught our eye was Jo Thornhill’s article in the Mail on Sunday (@mailonline) which focused on the campaign to block the pensions assault on the 50-something women who will be penalised by the reforms to the state pension coming in. Although savings stories fell from 18 per cent to 16 per cent a subject that was widely covered was the launch of Junior Isas. This scheme has generally been very well received – Holly Thomas (@holly_thomas_) at the Sunday Express covered the ins and outs of how they will work. However, Merryn Somerset Webb (@MerrynSW), FT Money highlighted concerns that investors should be first of all thinking about their own finances before their children. Still on the subject of children’s savings Leah Milner (@leahmilner) wrote in The Times about how to teach kids to be wise with money which should be coming from both home and school. The most prominent investment story was on Invesco Perpetual’s Neil Woodford and his view that now is the time to buy UK equities. Kathryn Cooper in The Sunday Times (@thesundaytimes) is backing him all the way while Julian Knight (@ukmoneyguru) in the Independent also looked at his investment views.  And the rest of...

Investments and tax pick up the pace in the weekend’s money sections

Investment stories regained their spot at the top of the leaderboard this week, accounting for 26 per cent of the total coverage, up from 15 per cent last week. Tax saw a big hike in coverage this week, rising to 13 per cent, up from just 5 per cent last week. In the Sunday Times, Ali Hussain looked at some of the best buying opportunities for equity Isas now that investors have turned cautious following concerns over the Middle East and Japan. The piece suggests, among other things, Spain and more specifically, the Ignis Argonaut European Income fund. Also focusing on Isas was the Independent (@TheIndyNews) which looked at what experts were investing in. Patrick Connolly at AWD Chase de Vere favours Western economies as they are more likely to benefit from global economic growth, and mentioned Ignis Argonaut European Alpha as a potential home for his money. In other investment news, the FT Weekend (@ftmoney) looked at retailers who are offering incentives to investors to buy their shares. The piece mainly focused on the new retail bond from John Lewis Partnership which offers 6.5 per cent split between cash return and gift vouchers . The piece goes on to say that we should expect to see other retailers following John Lewis’s lead and begin to issue bonds. Moving on to tax, and in the Mail on Sunday, Jeff Prestridge (@jeffprestridge) looked at Venture Capital Trusts, noting that they may be risky but the attractive array of tax breaks makes them too good to ignore for higher-rate taxpayers. However, there are fears that these could be scrapped in the...

Investment stories reclaim top spot in the mid-week money sections

After a brief dip last week, investment stories are back in the top spot, accounting for 27 per cent of the stories in the mid week money sections, up from 12 per cent last week, while utilities and savings both suffered a significant fall. Holly Thomas in The Express (@dailyexpressuk) urged caution for investors who may be misled into investments that are far riskier than they believe. In the Daily Mail (@mailonline), Sylvia Morris looked at how investors holding with-profits endowments, pensions and bond funds could be disappointed when the annual bonus-announcing season starts. Pensions doubled their tally from last week, jumping from 8 to 16 per cent. The Daily Mail ran with tales of woe, looking at the thousands of workers who could be robbed of their pension if their employer goes bust; and with Sylvia Morris looking at how pensioners who have savings bonds maturing will face the blow of high inflation. In the Mirror, Clinton Manning (@clintonmanning) also looked at pensions, specifically how some women will be forced to work two years longer before they receive theirs. And finally, after not receiving a single mention last week, tax rocketed to 11 per cent of coverage this week. The Daily Mail included a piece by James Coney (@jimconey) on the HMRC setting debt collectors loose on taxpayers to haul in £1.5bn of unpaid taxes. The rest of the scores this week were: Charity  0% Credit cards 0% Fraud/scams 11% IFAs  0% Insurance   6% Investment  27% Mortgages   6% Pensions    16% Regulation   6% Savings   11% Tax    11% Utilities ...

What kind of investor are you? A review of the weekend money sections

This weekend’s money sections were full of where to go (and what to avoid) when it comes to investing your hard earned cash. Rob Griffin in the Independent served up a didactic comparison of active and passive funds while Chiara Cavaglieri gave an overview of inflation-proof investments such as equities and gold. Bonds were exercising the minds of a number or reporters this week.  Paul Farrow focussed on equities with higher yields than bonds in the Sunday Telegraph, while over in the FT Weekend  Alice Ross warned against banks and financial advisers ramping up bond sales on the back of high commissions. Simon Read on the other hand suggested that now might be the time to cash in on corporate bonds due to political risk and inflation. In the Telegraph, Ian Cowie also highlighted the dangers of emerging market bonds. The rising cost of utilities and phone services were tackled over the weekend too. Energy bills are set to rise by up to £150 a year according to the Sunday Mirror, raising concerns that some may be tempted to turn down their heating to cut costs. Melanie Wright suggested shopping around to get a better phone deal and the Sunday Express listed various ways to lower winter fuel bills. Tiny changes such as turning off appliances at the socket and fixing leaking taps could help combat the soaring bills. Lastly, if you are making the final preparations to send your “little darlings” off to university then it’s worth reading Toby Walne’s piece in the Daily Mail. As well as making sure that they are fully insured against theft and damage,...

Our latest work: A cool way to show clients what Cofunds is and how it helps

Here’s some work that’s just been completed for Cofunds. It’s an animation that independent financial advisers (IFAs) and financial planners can share with clients to explain how its technology has transformed the way in which people can save for post-work life. To bring the idea to life we worked collaboratively with design consultancy, Bond and Coyne, who took the narrative and translated it into this infomatic-style animation. We hope you like...

Cofunds: Property funds built on momentum in January

January saw property remain the sector increasing at the fastest rate, accounting for almost 9 percent of net sales according to the latest trend analysis from Cofunds, the independent platform for financial planning. Property went from strength to strength with two funds inside the top 20 (M&G Property Portfolio and SWIP Property) and a further two funds inside the top 50 selling funds on the platform. January also saw Corporate Bonds continue to decline as a proportion of net sales accounting for 9 percent, down from 14 percent in Q4 2009, while Cautious Managed held its dominant position, accounting for almost a third of net sales. Michelle Woodburn, Manager, Fund Group Relations at Cofunds said: “It continues to be a positive story for the Property sector which accounted for almost 9 percent, a great result for a sector that is traditionally a non core holding.  The decline of Corporate Bonds can be seen as mainly due to the rise and maintained dominance of Cautious Managed funds. Along with Corporate Bonds, Europe, UK Small Cap and Gilts did not see great sales figures in January with these three sectors suffering from small net outflow.” January 2010 Net Sales 1 Henderson Multi Manager Income & Growth 2 Thames River Distribution 3 Thames River Cautious Managed 4 M&G Recovery 5 Jupiter Merlin Income Portfolio 6 SWIP Multi-Manager Diversity 7 Invesco Perpetual Monthly Income 8 Artemis Income 9 M&G Optimal Income 10 Newton Global Higher Income 11 M&G Property Portfolio 12 Henderson Multi Manager Growth 13 SWIP Property 14 Standard Life Investments Global Absolute Return Strategy 15 First State Asia Pacific Leaders 16 Neptune...