Blog

ShareSoc Blog

This blog gives you the latest topical news plus some informal comments on them from ShareSoc’s directors and other contributors. These are the personal comments of the authors and not necessarily the considered views of ShareSoc. The writers may hold shares in the companies mentioned. You can add your own comments on the blog posts, but note that ShareSoc reserves the right to remove or edit comments where they are inappropriate or defamatory.

There is more news given in the News page of our web site and more analysis of news is provided in our monthly newsletter for members – see the Newsletters page.

If you would like to be notified about new posts to our blog you can opt-in to our Weekly Wrap-Up Email service. If you are a member of ShareSoc select the “Weekly Wrap-Up Email” option here. If you are not a member select the “Information and Education Services” option here.


TSCO – Tesco plc Information and Vote Guidance 2024

AGM: 14th June 2024  Proxy deadline: 12th June 2024  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 14th  June 2024 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 ...

SIGnet Investors Network Launches New Dividend Investing Group

SIGnet is excited to announce the launch of a new online group for those interested in investing for dividend income. Investors of all levels of experience are welcome to join. The Convener of the group will be Keith Strong. Keith is an experienced investor and having recently retired, invests his pension funds in an income focussed portfolio comprising c25-30 stocks with good dividend yields. As well as UK income stocks, his portfolio also includes REITs, infrastructure funds and some investment trusts investing ...

GLEN – Glencore plc Information and Vote Guidance 2024

AGM: 29th May 2024  Proxy deadline:  27th May 2024 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 May 2024 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 for one of the resolutions on a case by ...

SIGnet Investors Network Launches New Group in Enfield

SIGnet is excited to announce the launch of a new in-person group based in Enfield. Investors of all levels of experience are welcome to join.   The Convener of the new Enfield Group will be Pun Pandya.  Pun recently joined SIGnet having relocated back to London after 27 years in New York where he had been working as an Equity Research Salesperson. His clients included analysts and portfolio managers at large US institutional fund managers (running mutual funds) and also large pension funds who managed ...

RR. – Rolls-Royce Holdings plc Information and Vote Guidance 2024

AGM: 23 May 2024  Proxy deadline: 21 May 2024  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 23 May 2024 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 ...

PRU – Prudential plc Information and Vote Guidance 2024

AGM: 23 May 2024 Proxy deadline: 21 May 2024 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 23 May 2024 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 ...

SHEL – Shell plc Information and Vote Guidance 2024

AGM: 21 May 2024 Proxy deadline: 17 May 2024 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 21st May 2024 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 ...

UK ISA – Is it a good idea?

Below we summarise the government’s new UK ISA proposal and ask for members’ input. Your views and responses will inform our response to the consultation. The consultation can be read here (17pages). Key points: The government is looking to introduce the UK ISA. This will involve a new (additional) Individual Savings Account (ISA) allowance of £5,000 per year and will provide a tax-free savings opportunity for individuals to invest in the UK. The ISA is a tax advantaged savings account, where income ...

Request for a SIPP Provider

This article reflects the opinions of its author and not necessarily those of ShareSoc. ShareSoc Member Sunil Chadda Seeks a New SIPP Provider for P2P Loan Assets Hartley Pensions SIPP & Exotic Assets I wonder if anyone can help or perhaps finds themselves in the same rather unique position as myself? I have a Hartley Pensions SIPP that is currently going through the administration process. The administrators are about to let us transfer our investments and cash out to another SIPP provider. My investments ...

FCA Consultation on Enforcement Practice & Transparency

ShareSoc and UKSA respond to FCA Consultation “CP24/2: Our Enforcement Guide and publicising enforcement investigations - a new approach”. We are delighted that after many years of lobbying by ShareSoc and others, the FCA is bringing forward proposals to improve their enforcement process by increasing transparency and naming firms under investigation A primary operational objective of the FCA is to protect consumers of financial services, including our members, from bad conduct. Investor confidence in the current regulatory regime is very low. Individuals who report ...
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