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View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
- VIEW ALL CONSULTATIONS
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Woodford Campaign Update 15
Post Date: January 25, 2024
An update following the court hearing on 18th and 19th January
Justice Richards reserved his judgement on whether to Sanction the Link Scheme at the end of the Hearing on 18/19 January. It is now expected early in February. Initially, he plans to circulate a draft to those who were represented at the Scheme Hearing.
Schemes of Arrangement (a mechanism generally used for insolvencies and mergers) are normally relatively straightforward with judgement announced on the day. The delay suggests that, at the very ...
2024 Macro Outlooks
Post Date: January 23, 2024
New ShareSoc Investor Academy resources just for ShareSoc Full members
A new resource hub for those interested in the bigger picture and how it might affect your investing strategy: includes a wide variety of downloadable Macro level financial and economic analysis, offering a wide array of perspectives and insights from leading financial entities and experts. It features a comprehensive list of links to PDFs and reports from various banks, asset managers, private equity firms and other financial institutions.
Click here to access the ...
Digitisation Taskforce Interim Report follow up
Post Date: January 18, 2024
ShareSoc and UKSA continue to work closely on the important issue of shareholder rights.
We wrote to Sir Douglas Flint stressing our concerns with the Digitisation Taskforce Interim Report and requested to meet.
Representatives from UKSA and ShareSoc met Sir Douglas on 11 December. Most attendees thought it was useful and Charles Henderson has written to Sir Douglas to confirm the key points of the meeting:
Dear Sir Douglas
Digitisation Taskforce Interim Report follow up
Thank you for your recent meeting that enabled us (UKSA and ...
SIGnet Investors Network Launches New Group in Reading
Post Date: January 16, 2024
SIGnet is excited to announce the launch of a new in-person Investors group based in Reading. All levels of investing experience are welcome to join.
The convener of the new Reading group will be Jez Dyer. Jez has been an active investor for 20 years, and a member of the SIGnet Henley Group for the past 10 years. Jez also runs a project management consultancy.
You are invited to the initial online launch meeting to hear more about the group, meet other investors, ...
Woodford Campaign Update 14
Post Date: January 16, 2024
Vote outcome and Court Hearing 18 Jan 2024
OUTCOME OF SCHEME MEETING
A single meeting of Scheme Creditors (the Scheme Meeting) was held on 13 December 2023. Work is ongoing to verify the votes cast at the Scheme Meeting, however, provisional numbers are set out below.
Over 54,000 Scheme Creditors attended the Scheme Meeting in person, or by proxy. Of the Scheme Creditors who voted, approximately 93.7% in number, representing approximately 96.1% in value, voted in favour of the Scheme.
Of the three voting ...
Press Release 125: Defective Legislation Thwarts Europa Oil Shareholders
Post Date: January 12, 2024
ShareSoc was recently approached by one of its members for assistance in the case of Europa Oil.
Dr Erika Syba and others, who collectively own more than 5% of Europa’s shares, sought to requisition a general meeting of the company. The Companies Act stipulates that members of a company collectively owning more than 5% of its shares are entitled to requisition general meetings.
Unfortunately, however, Erika’s shares are held in nominee accounts, like the vast majority of individual shareholders’ shares. Indeed, shares held ...
Platform Transfers
Post Date: January 11, 2024
How to transfer investments from one platform to another
Suppose that you’re unhappy with the service or costs of your current investment platform. Some platforms make it very difficult and time-consuming to transfer your investments. Here is some guidance to make it easier.
Research
You must do some planning and fact-finding before you start. This will help you avoid the pitfalls, delays and obstacles put in your way. You should expect the platform you have spurned to be disappointed to be losing you and ...
Woodford Campaign Update 13
Post Date: November 16, 2023
Link Scheme Voting Considerations
URGENT: ACTION REQUIRED: VOTE NOW
THE “SCHEME” – WOODFORD EQUITY INCOME FUND COMPENSATION
The FCA has agreed a compensation approach using a Scheme of Arrangement which must now be voted on and approved by Creditors (relevant investors in Woodford Equity Income Fund). If approved, the Scheme must then be sanctioned by the High Court. The Scheme has been devised as a mechanism for Link to reach a final settlement with ALL WEIF Investors, regardless of whether they are involved in ...
SIGnet Investors Network Launches New Worcestershire Group
Post Date: November 7, 2023
SIGnet is excited to announce the launch of a new in-person group based in Worcestershire. Investors of all levels of experience are welcome to join.
The Convener for the Group will be Mike Kearney. Mike is a qualified and experienced Chartered Surveyor. After 25 years spent exclusively in property, he and his wife set up a consultancy in the Health/Social Care sector which they sold to a private-equity-backed concern 10 years later. For several years Mike has managed both a small family ...
Lord Lee Podcasts – Episode 2
Post Date: November 7, 2023
The second podcast for Lee and the IC is now live - "You can’t get selling right every time."
ShareSoc Patron Lord Lee has teamed up with the Investors Chronicle to produce a monthly podcast - "Lee and the IC". The first episode, in September, focused upon dividends - particularly M&G, Aviva, Legal & General etc., and also touched on a number of Small Caps including Concurrent Technologies and Goodwin.
As always, John Lee is a pleasure to listen to and he explains more about investing in ...
Lord Lee Podcasts
Post Date: October 24, 2023
We thought you might be interested to know that ShareSoc Patron Lord Lee has teamed up with the Investors Chronicle to produce a monthly podcast - "Lee and the IC". The first episode, which has just gone live, focuses upon dividends - particularly M&G, Aviva, Legal & General etc., and also touches on a number of Small Caps including Concurrent Technologies and Goodwin.
You can find it on the IC's website here, (free to listen) but here are a few other ways to listen:
Apple podcasts link here
...
ShareSoc Rings the Bell for Financial Literacy
Post Date: October 10, 2023
On Tuesday 3rd October at the London Stock Exchange in Paternoster Square, ShareSoc Director Mark Northway signs the visitor book to record his visit to the Stock Exchange ceremony to Ring the Bell for Financial Literacy, and mark World Investor Week.
ShareSoc was represented by director Mark Northway, who is also Chair of the World Federation of Investors, and former director Cliff Weight. We were invited because of ShareSoc’s contributions to financial education such as our Investor Academy and our recent series of 10 succinct free ...
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