ShareSoc News

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 ...

With Gratitude to Steve Holdsworth and his Family

Post Date: September 29, 2023

Just over a year ago, the ShareSoc team was saddened to learn of the passing of our staunch supporter, Steve Holdsworth. We were recently overwhelmed to learn that Steve’s support continued after his passing and want to express our immense gratitude to Steve’s family for the generous legacy that ShareSoc received. It will help us to develop ShareSoc and move forward with our campaigns and services for our members. Our members’ financial support is essential for ShareSoc to be able to fulfil its ...

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