ShareSoc News

Press Release 129: Heather Benjamin to chair ShareSoc’s Board

ShareSoc, the premier UK membership organisation for individual investors, is delighted to announce the appointment of Heather Benjamin as Chair of its Board of Directors. Following an executive career with Centrica, ultimately as Chief Procurement Officer, Heather has held a range of Chair and Non-Executive Director roles across private, public and voluntary organisations. She has been Chair of Air Ambulances UK and of Walsingham Support, which assists people with learning disabilities. She has worked for organisations with growth agendas across multiple sectors including ...

UK ISA: ShareSoc submits consultation response

UK ISA is a good sign that Government is supportive of UK business and UK companies UK ISA needs a fillip to be fully effective. ShareSoc suggests • removal of stamp duty; and • much more financial education. ShareSoc is pleased to respond to this UK ISA consultation. We strongly suggest that the UK ISA is given a significant fillip by removing the 0.5% stamp duty on purchases of those shares within the UK ISA. Apart from ensuring there is a clear financial incentive to ...

3i Group plc Information and Vote Guidance 2024

AGM: 27th June 2024   Proxy deadline: 25th 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 27th 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 one of the resolutions and for one on ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...