Newsletter

This page catalogues our monthly newsletters, with summaries of their content. Full members of ShareSoc can download any newsletter from here, by clicking on the relevant newsletter . Go here to subscribe and become a full member of ShareSoc, in order to access our full newsletter library and gain many other member benefits: https://www.sharesoc.org/membership/full-membership/

ShareSoc Informer – Issue 130

In this issue: A message from ShareSoc’s Chair, Recovery: Why the tide is turning for beloved investment trusts, US Market: Big wheels keep on turnin’, Continuation votes: Keep calm and carry on?, Annual AIC Conference: Rich pickings at annual AIC conference for retail investors, A case for gold, The pros and cons of shareholder litigation, DGI9: Catastrophic performance harms shareholders, Hartley Pensions – the story so far, ShareSoc endorses the RGL Woodford Group Litigation, Digitisation Taskforce, ShareSoc evidence to Lords on FCA ...

ShareSoc Informer – Issue 129

In this issue: Is capital gains tax in the chancellor’s firing line?, How significant is fund underperformance?, What really drove August’s market sell-off?, Think tank proposes £10bn shake-up to pension tax: how it could affect you, ShareSoc supports FCA proposal for checks on financial business owners, ShareSoc polls member interest in Argo Blockchain, Hartley clients: still waiting, Eight insights for retirement from a Nobel Laureate, How to retire early and comfortably, Risk, returns and optimising, Why I am furious with Link Group, ...

ShareSoc Informer – Issue 128

In this issue: Labour’s new landscape: why you should resist the urge for portfolio repositioning, Winners in a volatile world, Why boards can’t leave everything to the market – or to the manager, Human impact of the Hartley Pensions case, Woodford Campaign: Link judgment, Will the FCA help or harm Home REIT shareholders?, ShareSoc and UKSA respond to FCA enforcement consultation proposals, UK ISA – a good idea?, JGGI shareholders stymied by slow government reforms, Wealth management advice versus DIY investing, The ...

ShareSoc Informer – Issue 127

In this issue: How useful is best-buy fund consensus?, Why UK corporate governance needs tightening up, 10 shares for a £10,000 income in 2024, The trusts set to benefit from falling rates, Portfolio Reviews 2023, Hartley pensions rollercoaster ride, Woodford Campaign, Digitisation Taskforce Interim Report follow-up, Defective legislation thwarts Europa Oil shareholders, Labour Party financial services review, ShareSoc response to Education Select Committee, Transferring allegiances, Another SIPP provider collapses, Random musings from the Secret Auditor, Terry Smith’s wisdom, Impossible to vote!, ShareSoc Investor Academy resources, SIGnet update, SIGnet launches ...

ShareSoc Informer – Issue 126

In this issue: Manager retirement: no time to take your eye off the ball, Flint ignites a shareholder rights storm, When will the tide turn for private equity?, Is it time to buy bonds?, Woodford Campaign: Link scheme vote, Hartley Pensions client support group, ShareSoc Sirius Shareholders’ Group campaign halted, ShareSoc and UKSA response to Digitisation Task Force interim report, M&S Shareholder Rights Petition: a post-mortem, FCA Consultation GC23/2 Financial Promotions on Social Media, RBS/NatWest: has the leopard changed its spots?, SJP ...

ShareSoc Informer – Issue 125

In this issue: Equity investment trust yields are looking good, Time to take the plunge?, Should oil and gas production be cut?, Corporate reporting and audit regulations, Flint interim report: a betrayal?, Stamp duty tax on UK shares: consultation response, Hartley Pensions client support group, Home REIT campaign update, A new recruit for the policy committee, Widening retail participation in European equity markets, Investor education: more champions needed, ShareSoc’s IT project: major milestone reached, SIGnet Update, Banking made difficult, How to spot ...

ShareSoc Informer – Issue 124

In this issue: Bargains galore in UK plc, Have AIM stocks just become attractive again?, How to invest while the cost of money rises, The subtle signs that ESG is coming of age, BP shareholder meeting: a valuable opportunity, HM Treasury consultation: PRIIPs and UK Retail Disclosure, Marks & Spencer and ShareSoc write to Business Secretary, Shareholder democracy, Calling all policy wonks!, Woodford Campaign update, Home REIT news, Hartley Pensions: setting a precedent for SIPPs, RIT Capital Partners quizzed on underperformance at ...

ShareSoc Informer – Issue 123

In this issue: Another step on the journey to shareholder democracy, Top-yielding funds and investment trusts: the risks and rewards, Proposals on limiting ISAs, Campaigns and Policy update, Conference Insights, Home REIT: a personal viewpoint, The death of KIDs, A tough year for Fundsmith, Baronsmead VCT AGMs, VCTs’ uncertain prospects, REX’s boost for retail access to share offerings, Vanguard platform keeps ISAs cheap, How do I choose the right platform?, Orchard Funding Group Plc (ORCH): trading significantly below book price, Portfolio reviews ...

ShareSoc Informer – Issue 122

In this issue: Sterling weakness the bright spot in an investment annus horribilis, Thematic ETFs: which look a good bet for the next decade, The problem with novel income strategies, £500 million in unclaimed Child Trust Funds, ShareSoc Investing Basics is live!, Policy and campaigns update November 2022, Supermarket Income REIT: hopes of wider rebound?, Dunelm’s robust showing, Directors in clover at Safestore, Collective action sorts out Scirocco, Possible offer for GB Group, Polo not playing fair, BHP and Woodside Energy announcements, ...

ShareSoc Informer – Issue 121

In this issue: Investment education for a younger generation, Cost-of-living crisis is changing the way fund managers invest, Is there hope in the investor engagement challenge?, Policy/campaigns update August 2022, How will the Austin Review affect investors?, Thoughts on international sustainability consultation, Prospectus publishers off the hook, Payments for Order Flow: plans for a ban in the EU, ShareSoc Woodford Campaign webinar report, 4D Pharma suspension: administrator cleans up, Blancco update and campaign closure, Victoria results webinar, Big miners: how far ahead ...

ShareSoc Informer – Issue 120

In this issue: ShareSoc sets its course for coming years, AGMs: all you need to know but were afraid to ask, How to navigate the ESG maze, Fossil-fuel impact: does it blight passive funds?, Ex Woodford trust seeks to change investment policy, Commission-based distribution models can cost private investors dear, FRC: AGMs and shareholder engagement, In brief, ShareSoc response to FRC Endorsement Board on IFRS 17 insurance contracts, A New Consumer Duty: ShareSoc response to FCA consultation, Woodford campaign update, Former Redcentric ...

ShareSoc Informer – Issue 119

In this issue: The power of the individual in today's globally interconnected world, No place like home for income seekers?, Rising prices: investment companies to the rescue, Should developers carry the can for cladding catastrophe?, Portfolio review, Pod point IPO: a sign of things to come?, BHP unification, Lights out for Bulb, Globo's imaginary world under scrutiny, Strategic Equity Capital: discount management, Northern Venture Trust: excessive fees, Baronsmead VCT: more governance concerns, Alliance Trust: dividend reset, Interactive investor acquired, In brief, Sirius ...