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ShareSoc News

Last chance to join the RGL Woodford Group Litigation against Hargreaves Lansdown

30th April 2025 Deadline Announced Claims management firm RGL has announced a deadline for individuals to register their potential claims under the no-win-no-fee funding arrangement. Writing in The Mail on Sunday, Jeff Prestridge notes that the RGL claim is free to join, with RGL taking a share of the bounty only if the group claim is successful. It's time to make your mind up if you were a Hargreaves customer who invested in Woodford Equity Income Fund (WEIF). There are currently over 8,300 claimants on ...

SIGnet Investors Network Launches New Online National Group

SIGnet is excited to announce the launch of a new online group which Investors of all levels of experience are welcome to join. SIGnet is a national network of individual investor groups in the UK. Groups meet on a regular basis, typically monthly or every 6 weeks, to give individual investors the opportunity to socialise, discuss, and learn from each other. The main goal is to improve members' knowledge and investment decision-making processes through free discussion and mutual education. This new group will ...

AstraZeneca plc Information and Vote Guidance 2025

AGM: 11th April 2025 Proxy deadline: 9th April 2025 ShareSoc provide this added value voting information service for Full Members only, providing background information on leading companies and AGM vote guidance. Below are links to the: 1. Stockopedia summary report. 2. Minerva Vote recommendations for the 11th April 2025 AGM based on their standard template. 3. Minerva detailed research report for the AGM. Summary of voting issues at this year’s AGM  The Minerva report highlights various issues and recommends voting against three of the resolutions. Readers should make their own ...

SIGnet Investors Network Launches New Group in Windsor

SIGnet is excited to announce the launch of a new in-person group based in Windsor. Investors of all levels of experience are welcome to join.   SIGnet is a national network of individual investor groups in the UK. Groups meet on a regular basis, typically monthly or every 6 weeks, to give individual investors the opportunity to socialise, discuss, and learn from each other. The main goal is to improve members' knowledge and investment decision-making processes through free discussion and mutual education.  The aim ...

Rio Tinto plc Information and Vote Guidance 2025

AGM: 3 April 2025 Proxy deadline: 1 April 2025 ShareSoc provide this added value voting information service for Full Members only, providing background information on leading companies and AGM vote guidance. Below are links to the: 1. Stockopedia summary report. 2. Minerva Vote recommendations for the 3rd April 2025 AGM based on their standard template. 3. Minerva detailed research report for the AGM. Summary of voting issues at this year’s AGM  The Minerva report highlights various issues and recommends voting against two of the resolutions. Readers should make their own voting decisions ...

ShareSoc’s first Chair’s lunch

On Monday 3rd March we held our first Chair’s lunch with a number of key people who support ShareSoc’s ambitions in raising the profile of the individual investor.  The lunch was sponsored by our Patron Lord Lee and was held in the House of Commons. Our Chair, Heather Benjamin, was joined by Gervais Williams (Premier Miton), Claer Barrett (Financial Times), Fraser Thorne (Edison), Alex Stella (Investor Hub), Richard Stone (AIC), James Ashton (QCA) and ShareSoc directors Mike Dennis and Mark Northway.   ...

Press Release – ShareSoc & Edison join forces

Edison and ShareSoc join forces to improve access to investment information Investor Relations expert Edison has joined forces with ShareSoc, the UK’s premier membership organisation for individual investors to improve access to listed company information via innovative delivery channels. ShareSoc has been a fervent campaigner for improved individual investor access to information and research on listed companies, to facilitate more informed investment decisions, to exercise shareholders’ rights and to promote stewardship at the individual shareholder level. Edison is a leading provider of Research and ...

FCA Consultation – Modernising Redress

An FCA consultation on how to improve the Financial Ombudsman Service (FOS) and other consumer redress mechanisms  In November 2024, the FCA issued this consultation, requesting suggestions for improvements to handling complaints/disputes regarding financial services, especially so-called “mass redress events”.   Many of ShareSoc’s campaigns involve situations where numerous individual investors have suffered losses in circumstances that we believe should not have arisen. So, we have considerable experience of representing and trying to obtain redress in such circumstances.  We are lucky to have recently recruited ...

HMRC Consultation – IHT on Pensions

ShareSoc responds to the Chancellor’s proposals on the application of IHT to residual pensions.  Following the budget last autumn, HMRC launched a technical consultation on the implementation of the Chancellor’s proposals to apply inheritance tax (IHT) to unused pensions, upon the death of the pension beneficiary. Note that the consultation explicitly states: As announced at Autumn Budget 2024, from 6 April 2027 most unused pension funds and death benefits will be included within the value of a person’s estate for Inheritance Tax purposes and ...

Press Release – ShareSoc Warns of Serious Governance Issues in Saba Capital’s Proposals

ShareSoc, the UK’s premier organisation for individual investors, has serious concerns about the governance risks posed by Saba’s proposals, which seek to replace independent boards with its own non-independent representatives in all 7 trusts, award itself the investment management mandates, combine the trusts into a larger vehicle and use that vehicle to acquire further trusts at a discount. ShareSoc acknowledges performance concerns raised by Saba Capital Management against some, but not all, of the seven investment trusts targeted by Saba. However, ShareSoc notes ...

Imperial Brands plc Information and Vote Guidance 2025

AGM: 29th January 2025 Proxy deadline: 27th January 2025  ShareSoc provide this added value voting information service for Full Members only, providing background information on leading companies and AGM vote guidance. Below are links to the: 1. Stockopedia summary report. 2. Minerva Vote recommendations for the 29th January 2025 AGM based on their standard template. 3. Minerva detailed research report for the AGM. Summary of voting issues at this year’s AGM  The Minerva report highlights various issues and recommends voting against one of the resolutions. Readers should make their own ...

Compass Group plc Information and Vote Guidance 2025

AGM: 6th February 2025 Proxy deadline: 4th February 2025 ShareSoc provide this added value voting information service for Full Members only, providing background information on leading companies and AGM vote guidance. Below are links to the: 1. Stockopedia summary report. 2. Minerva Vote recommendations for the 6th February 2025 AGM based on their standard template. 3. Minerva detailed research report for the AGM. Summary of voting issues at this year’s AGM  The Minerva report highlights various issues and recommends voting against four of the resolutions. Readers should make their own ...