ProfessionalServices

Bank of London appoints former Credit Suisse UK boss Christopher Horne as new CEO

2025-09-08 20:18:32

The Bank of London, a fintech 'unicorn' facing challenges, has today appointed the former UK head of Credit Suisse, Christopher Horne, as its new CEO. This move comes as the bank seeks to recover from a series of setbacks and the abrupt departure of its founder last year, as reported by City AM. The digital clearing bank announced that Horne, who previously led the unsuccessful Swiss lender's UK subsidiaries, would assume the role of CEO pending approval from the City regulator. "This is a unique opportunity to redefine what a bank can be — resilient, innovative, and aligned with the evolving needs of our clients and stakeholders," said Horne in a statement. "Together with the talented team at [Bank of London], I look forward to building a future that inspires trust and delivers lasting value." The Bank of London stated that Horne's appointment "highlights the bank’s commitment to innovation, governance, and long-term growth", adding that he would steer the company "into its next phase of growth and transformation". This recruitment marks the latest in a series of remedial actions taken by the firm after it was thrown into chaos last year following the exit of founder Anthony Watson. Days after Watson’s departure, City AM disclosed that the company had been served with a winding-up petition from HMRC over an unpaid tax bill, which it later settled. Shortly thereafter, investor Mangrove Capital spearheaded a £42m capital injection into the bank. Mangrove has since spearheaded a turnaround effort, appointing several new members to its board. High-profile figures including Peter Mandelson and Carlyle Group CEO, Harvey Schwarz, exited the board in October. Catherine Brown, chair of the firm’s UK Board, commented on Horne’s appointment today, stating it "reflects our commitment to building a leadership team that embodies excellence and vision". She added: "His wealth of experience will be instrumental in driving operational excellence and positioning the bank as a leader in the financial services sector."

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New office for wealth management firm

2025-09-08 15:53:18

A personal wealth management and investment firm has opened a new office in the heart of Birmingham's business district. London-based Canaccord Wealth has relocated its Birmingham team to 4 St Philip's Place following a recent round of senior appointments. Two experienced investment managers, Paul Fielding and Roger Sedgwick, joined the firm recently, bringing a combined 65 years of wealth management to the team, alongside Kathryn Sargent as the new intermediary business development manager. Mr Fielding also serves as deputy board director of business improvement district Colmore BID. Email newsletters BusinessLive is your home for business news from across the West Midlands including Birmingham, the Black Country, Solihull, Coventry and Staffordshire. Click through here to sign up for our email newsletter and also view the broad range of other bulletins we offer including weekly sector-specific updates. We will also send out 'Breaking News' emails for any stories which must be seen right away. LinkedIn For all the latest stories, views and polls, follow our BusinessLive West Midlands LinkedIn page here. Duncan Stratford, managing director of UK wealth management, said: "The opening of our brand-new Birmingham office is another important step in our journey to becoming the best wealth manager by service and performance in the UK. "We're committed to supporting clients with a progressive approach underpinned by industry leading technology. Our new location positions us perfectly to achieve this. "Paul, Roger and Kathyrn embody our 'above and beyond' ethos and bring a wealth of expertise and energy that will help us continue to deliver exceptional value for our clients." Roger Sedgwick, who has 37 years of industry experience, added: "The culture and energy at Canaccord Wealth are what inspired me to join. "I'm excited to contribute to its growth here in Birmingham." Wealth planning director Toby Carpenter said: "We're building something truly special here in Birmingham - a small but dynamic team with big ambitions.

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FTSE 100's best and worst-performing stocks of 2024 - from British Airways owner to JD Sports

2025-09-09 01:39:21

The FTSE 100 yielded a return of 5.8 per cent in 2024, but beneath the surface, a distinct divide has emerged between the winners and losers of the blue-chip index. Several stocks have been dropped from London's main index, including Burberry, Easyjet, and Ocado, making way for heavyweights such as Games Workshop and Alliance Witan. Approximately half of the index has generated a double-digit return, with eighteen companies growing by more than 30 per cent, indicating some clear victors. The top-performing FTSE 100 stock in 2024 was British Airways' parent company, International Consolidated Airlines, which nearly doubled in value over the year, as reported by City AM. The airline embarked on a £7bn transformation plan this year, with analysts optimistic about its long-term benefits. Rolls-Royce was a close second, gaining over 90 per cent throughout 2024. The Derby-based giant profited from a resurgence in the aviation sector and increasing interest in nuclear power. Over the past two years, Rolls-Royce has returned more than 500 per cent. Natwest was the third best-performing stock on the FTSE 100, growing by over 80 per cent. A robust set of results boosted the Big Four bank in October when it reported a 26 per cent increase in third-quarter profit. Barclays' stock reached a nine-year high in October, buoyed by high profits from its investment banking division and a resilient performance from Barclays' UK bank. The FTSE 100's best-performing stocks have seen impressive returns, with International Consolidated Airlines leading the pack at a 93.5% increase, followed closely by Rolls-Royce and Natwest with 90.7% and 80.5% respectively. DS Smith and Barclays also performed well, with gains of 77% and 72.7%. Conversely, examining the poorest performers reveals that two retailers have felt the brunt of market challenges. JD Sports experienced a significant drop, losing over 40% of its value. "JD Sports started the year with a profit warning caused by mild weather and heavy discounting affecting pre-Christmas 2023 sales," explained AJ Bell analyst Dan Coatsworth. "The share price took a beating and only started to recover in earnest during the summer. The retailer was subsequently knocked for six by more weather problems and complaints that the US election hurt demand."

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Firms set to hike prices to battle Rachel Reeves' tax raid, Bank of England survey suggests

2025-08-18 10:06:49

Inflationary pressures are expected to continue throughout the year as companies plan to increase prices in response to the tax-raiding Budget of Rachel Reeves, according to a survey from the Bank of England. The Bank's most recent decision maker panel, which polls finance chiefs nationwide, revealed that firms' inflation expectations rose in December, as reported by City AM. Anticipated price growth for the upcoming year increased to four per cent, up from 3.8 per cent the previous month, marking the highest level since April of the previous year. The survey also indicated that actual price growth in the year to December rose to four per cent, an increase from 3.7 per cent the month prior. Concerns about inflation have been mounting, spurred by reports that companies will raise prices in reaction to government tax increases. Chancellor Rachel Reeves raised the rate of employers' national insurance in October's Budget, a key part of a broader £40bn tax hike. However, the Bank of England's survey revealed that over half (54 per cent) of firms anticipate raising prices due to the Chancellor's tax raid, a figure unchanged from November. Economists fear this could reinforce inflationary dynamics, which have yet to be definitively curbed. The latest data showed that inflation rose to 2.6 per cent in November. While the Bank of England's most recent forecasts suggest inflation will peak at 2.75 per cent in mid-2025, many analysts worry that price pressures could be worse than anticipated. Financial markets have recently reduced bets on interest rate cuts due to concerns that price pressures might persist. Markets are currently predicting just two rate cuts this year. The Bank of England's survey presented mixed news regarding wage pressures facing firms. Realised annual wage growth fell to 5.3 per cent in December, the lowest since the Bank began asking this question in May 2022.

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US jobs surge impacts global markets: Pound tumbles and UK gilt yields spike

2025-09-06 01:17:01

The sterling tumbled in relation to the US dollar, while yields on gilts faced renewed strain as fresh data underscored the enduring robustness of the US economy. The most recent figures from the US labour market document an uptick in employment with 256,000 positions added in December, a pace that exceeded November's and surpassed the forecasts of analysts, as reported by City AM. Contrary to projections by specialists who anticipated a static rate, unemployment edged down to 4.1 percent, defying expectations of holding steady at 4.2 percent. "The report pointed to the labour market having remained solid as 2024 drew to a close," commented Michael Brown, senior research strategist at Pepperstone. The persistent vigour of America's economic performance is likely to persuade policymakers at the US Federal Reserve that prudence is warranted in reducing interest rates. Post-release of these statistics, the pound declined by 0.8 percent against the dollar to $1.22, marking its lowest since November 2023. Market projections regarding the trajectory of rate cuts have moderated, mirroring the ongoing strength of the economic landscape as well as the potential inflationary push from Donald Trump’s trade tariffs. Now, traders are not forecasting a rate cut by the Fed until October, having previously predicted a reduction as soon as June earlier in the week. Fluctuations in US interest rates hold repercussions across the globe and recent times have seen sovereign debt markets especially affected, with mounting anticipation among investors for heightened global interest rates. Neil Birrell, Chief Investment Officer at Premier Miton Investors, has suggested that the latest figures will do little to alleviate the pressure on government bonds. "The jump in bond yields looks set to continue," he stated. The UK is particularly vulnerable to these market fluctuations due to the significant proportion of UK government debt held by international investors. Following the release of these figures, the cost of UK government debt increased across all maturity profiles, adding to an already challenging week.

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Bank of England to slash rates much faster than markets expect, Goldman Sachs says

2025-08-21 15:58:51

Goldman Sachs has posited that markets are significantly underestimating the likelihood of the Bank of England accelerating interest rate cuts. Traders currently foresee only two reductions this year, with an additional cut expected in 2026, which would bring the benchmark Bank Rate down to 4.0 percent from its present 4.75 percent, as reported by City AM. Despite concerns over persistent inflationary pressures within the UK economy and predictions of a headline rate surge to above three percent by spring, recent figures indicate private sector pay growth soared to 6.0 percent in the three months leading up to November, surpassing forecasts. The US investment bank acknowledged the "uncomfortably high" price pressures but noted "several indications" that the medium-term inflation outlook is easing. Citing factors such as a significant downturn in growth, a likely deceleration in household real disposable income, and the potential impact of escalating trade tensions, analysts including Sven Jari Stehn anticipate a modest 0.9 percent economic expansion for the UK in 2025, lagging behind the consensus estimate of 1.3 percent. Analysts also highlighted "notable signs of underlying cooling" in the labour market from various business surveys and recent unemployment data, suggesting this could help moderate wage increases. "We are sceptical that Bank Rate can stay above four per cent persistently – as priced by financial markets – without materially weakening the economy and thus inflation," they said. Goldman Sachs predicts a drop in interest rates to 3.25 per cent by mid-2026. "While it is possible that the BoE will slow the pace of cuts if underlying inflation fails to make progress, we believe that a step-up to a sequential pace of cuts in response to weaker demand is actually more likely," they argued. Investors are anticipating another rate cut from the Bank in February due to growing concerns about the economic outlook.

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FTSE 100 hits new all-time high as markets bet on interest rate cut

2025-08-20 17:15:15

The FTSE 100 has reached a new record high this morning, surpassing its previous peaks from last spring. The value of London's top 100 listed companies has increased by 2.7 per cent over the past week, spurred on by economic data suggesting that the Bank of England may implement more aggressive interest rate cuts than anticipated. The FTSE 100's prior all-time high was achieved earlier this year on 15 May, with an intra-day peak of 8,474.71. Today, it hit a new intra-day high of 8,480.36, growing 0.9 per cent in the morning before slightly retreating, as reported by City AM. This news follows Tuesday's better-than-expected inflation data and further indications of the UK economy's struggle to perform. Services inflation, a key measure of persistent inflation, dropped to 4.4 per cent, its lowest since March 2022. Meanwhile, UK GDP for December fell short of expectations, with the economy only expanding by 1.1 per cent, while retail sales dipped by 0.3 per cent throughout the month. These data points provide the Bank of England with justification for quicker interest rate cuts than markets had predicted, with financial markets suggesting only 0.5 per cent of cuts throughout 2025. The index has also been aided by the pound's depreciation against the dollar since September, which boosts the revenue of companies conducting business overseas. Sterling has dropped to just $1.218, compared to $1.342 in September. "Three quarters of companies in the FTSE 100 generate their earnings overseas, and the relative value of those foreign earnings is boosted when the pound weakens," explained Dan Coatsworth, an investment analyst at AJ Bell. "The natural resources sector was also lifted by merger and takeover chatter, encouraging investors to bid up shares in the likes of Glencore and Anglo American." Contributing significantly to the FTSE 100's growth over the past year, HSBC, Shell, Rolls-Royce, Barclays, and Unilever accounted for two-thirds of the index’s expansion.

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UK dividends dip as mining sector cuts payouts, despite overall growth in 2024

2025-09-12 13:33:05

In 2024, UK dividends experienced a 0.4 per cent decrease on an underlying basis after mining companies cut payouts by 40 per cent compared to the previous year. Despite headline dividends in 2024 increasing by 2.3 per cent to £92.1bn, this was largely due to a surge in one-off payments amounting to £5.6bn. Underlying or regular dividends dropped to £86.5bn, primarily due to a £4.5bn reduction in payouts by mining stocks, which had been the largest paying sector over the preceding three years, as reported by City AM. Excluding miners, underlying growth in UK dividends for 2024 stood at four per cent, while headline growth was 8.4 per cent, as per data from Computershare’s Dividend Monitor report. Housebuilders also contributed to the decline in the total dividend, with FTSE 100 giant Persimmon and FTSE 250 member Bellway both reducing payouts throughout the year. Overall, 17 out of 21 sectors saw increased or maintained payouts in 2024, with banks, insurers and food retailers being the strongest contributors to growth. Conversely, the final quarter of 2024 witnessed a 0.1 per cent rise in underlying dividends while headline figures fell by 0.5 per cent. Looking ahead to 2025, Computershare estimated that median dividend growth should continue at a rate of between four to 4.5 per cent. However, it highlighted that significant cuts have already been announced by several major firms, such as the soon-to-be-merged Vodafone/Three, which are likely to bring down the headline figures. As a result, it is predicted that underlying dividend rates will see a modest increase of just one per cent to £88.2bn, while headline rates are anticipated to rise by a mere 0.7 per cent to £92.7bn. David Smith, portfolio manager at Henderson High Income Trust, commented on the potential impact of the UK Budget: "The impact of the UK Budget is likely to curtail dividend growth for some domestic businesses given corporate margins are coming under pressure from the increase in National Insurance and minimum wage." He also pointed out the international aspect of the UK market, stating, "However, one must remember that 75 per cent of the UK market’s revenues are derived overseas where the global economy is improving."

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London's stock market falls to 35th on global IPO rankings in 'difficult year'

2025-09-02 12:05:23

Global initial public offerings (IPOs) saw a three per cent decrease in 2024, marking the lowest value since 2008, with the UK ranking 35th among all stock exchanges. According to data provided by the London Stock Exchange to City AM, there were 1,145 IPOs worldwide in 2024, down from 1,271 the previous year. The data, which excludes secondary listings, direct listings, Spacs and closed end trusts, showed the poorest number of global IPOs since 2019, when only 1,118 companies debuted, and the third worst in over a decade, as reported by City AM. Meanwhile, the value of IPOs dropped three per cent to $108.4bn (£86.4bn), the lowest since 2008 when proceeds fell to $94.8bn (£75.6bn), the only time IPO value has fallen below $100bn in two decades. Data up to 17 December revealed that every quarter in 2024 saw fewer than 300 floats globally, a trend not seen since the second quarter of 2020. London’s stock exchange ranked 35th globally for IPOs, raising just $576.7m (£459m), or 0.53 per cent of the global market. However, when including follow-on fundraising, the UK jumped to fifth place, raising $28bn (£22bn) with 73 issuances, a 53 per cent increase from 2023. This included two $3bn follow-ons from Haleon, both of which made it into the top ten largest follow-ons globally in 2024. India topped the global charts for Initial Public Offerings (IPOs), with its National Stock Exchange raking in £14.5bn from 252 offerings, while the Bombay Stock Exchange was not far behind, bringing in £13bn from 139 offerings. The largest IPO of the year was the £4.1bn float of real estate investment trust Lineage in the US, followed by India’s £2.6bn Hyundai Motor India.

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Natwest share price rockets to 10-year high as investors eye bumper 2025 growth

2025-08-28 09:10:14

The share price of Natwest has soared to its highest point since February 2015 in early trading today, as investors show confidence in the bank's growth prospects for 2025. The UK lender's stock has surged by 95 per cent over the past year, marking it as one of the FTSE 100's top performers, with no signs of momentum waning, as reported by City AM. Last month, RBC analyst Benjamin Toms noted the bank's "attractive net interest income (NII) momentum" heading into 2025. NII is the differential between the interest banks earn on loans and other assets and what they pay out on deposits, with higher rates typically bolstering this income by allowing banks to charge more for lending. "The domestic banks have large structural hedges, and based on current rate expectations, we think the hedge roll benefit will more than offset the impact of rate cuts," Bank of America analysts stated. They also suggested that "Additional upside may come from higher loan growth, particularly in commercial, given the government’s growth agenda." "Natwest should be best-placed to take advantage of any UK growth" among UK banks, they continued, forecasting an annual four per cent increase in the bank's loan book. The analysts underscored Natwest's leverage to UK economic expansion, especially in the corporate and commercial sectors, due to its status as Britain's largest commercial bank. Furthermore, last summer saw Natwest expand its market presence by acquiring Sainsbury’s Bank and the residential mortgage portfolio from Metro Bank.

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Morson Group grows specialist engineering arm with deal for Orange Solutions

2025-09-04 12:15:45

Recruitment giant Morson Group has expanded its engineering services business by buying a Greater Manchester company. Specialist recruiter Morson was founded in Salford in 1959 and has grown into a £1.3bn turnover business with more than 1,500 global employees. Now it has acquired Trafford Park-based Orange Solutions, a niche safety and control systems engineering firm. Morson says Orange will sit alongside its existing engineering-focused businesses including Morson Projects, Waldeck and Ematics, which work across sectors including aerospace, marine, defence, and energy. Orange Solutions has worked on projects in the UK and overseas in industries including oil & gas, marine,offshore renewables, petrochemicals, pharmaceutical, transport infrastructure, and heavy industry. The company has a long-standing relationship with Ematics and Morson Projects, and its new parent group says: “The strategic investment by Morson will enable Orange Solutions to maximise its potential for growth, supported by the Group’s existing engineering businesses and wider portfolio, while benefitting Morson’s clients with niche expertise in a specialist and safety critical field.” Orange Solutions’s founder and managing director, Tony Hynes, will remain in post, alongside the company’s experienced team of engineers. Paul Ward, associate director of Morson’s Power and Control Division, has worked on projects with Mr Hynes for three decades and worked on a number of projects with Orange Solutions. Mr Ward said: “The knowledge, skills and experience offered by Orange Solutions are in high demand, thanks to increasing use of automation across a wide range of industries, along with the need to control extremely complex systems and manage safety.” Morson Group CEO, Ged Mason, said: “The synergy between Orange Solutions’ track record and client base, and our Ematics business will enable us to offer clients even more expertise from within the Morson Group, with additional capacity and capabilities to resource projects effectively.” Tony Hynes added: “Orange Solutions has grown by providing the knowledge and experience needed to deliver complex projects on time. With so much potential in our sectors, the time was right for us to seek a strategic partner that can support our continued growth. The synergy and existing relationship with Morson, which is based locally to our existing HQ, made them an ideal fit. “As part of the Morson Group, we will continue to build on our reputation, while enabling our clients to tap into the 1,200 engineers employed across Morson’s engineering division.” Morson was advised by Beyond Corporate and RSM UK Corporate Finance LLP.

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Lloyds Banking Group to transform head office with £200m investment

2025-09-14 23:25:24

Lloyds Banking Group is set to pour £200m into the revamp of the Scottish Widows headquarters, making it the financial giant's primary hub in Scotland. The renovation of the Port Hamilton building on Morrison Street, Edinburgh, executed in collaboration with Drum Property Group, pledges to bolster Lloyds' presence in the Scottish capital where approximately 10,000 staff are based, as reported by City AM. For nearly three decades, the building has served as the core office of Scottish Widows and is expected to retain its role post-upgrade in 2027, continuing to oversee pensions and investments. This eight-storey property, spanning 325,000 sq ft and known for its distinctive curved roof, stands out as an iconic edifice in Edinburgh’s financial district. According to Lloyds, this initiative is part of a broader commitment to cultivate a more sustainable and environmentally friendly office network across the UK, advancing towards their net zero ambitions. This endeavour aligns with the group's previous movements, including last year's full refurbishment of the Bristol office and relocation to Leeds’ most eco-efficient office space. However, earlier this month, City AM detailed Lloyds’ plans to shutter its Liverpool facility later this year, a decision affecting around 500 employees. This closure is seen as part of a wider strategy to maintain "fewer, better-equipped" offices and streamline operational costs. In a statement, Lloyds confirmed that no jobs have been cut as part of the closure plans. Instead, employees at the office will be asked to relocate to its Cawley House office in Chester. The bank added that 80 per cent of employees based in Speke are currently working remotely or will be doing so when the building closes. This news follows reports that senior staff at Lloyds Bank may face bonus cuts if they do not attend the office at least twice a week. Chira Barua, CEO of Scottish Widows, commented: "There’s a real buzz in the fintech scene in Scotland and we’re committed to staying right in the centre of it." He further stated: "We’ve made huge progress in connecting customers with their financial futures and we’re starting to see how powerful digital engagement and gamification will be in the future." He also noted the potential to make a significant difference for customers, saying: "There’s huge potential to help make a real difference for our customers’ lives and we’re right out in front building all the parts we need to innovate in a massive way." Sharon Doherty, chief people and places officer at Lloyds Banking Group, added: "We’re creating modern, inclusive, sustainable and fun workplaces where our people love to work." She also mentioned the improvements made to their offices across the UK, stating: "We’ve already made significant improvements to our offices across the UK, with more to come." "And our redesigned home in the centre of Edinburgh will help us connect, collaborate and spark the creativity to deliver great outcomes for our customers." Graeme Bone, group managing director at Drum Property Group, commented on the £200m redevelopment of Port Hamilton as "The £200m redevelopment of Port Hamilton presents an exceptional opportunity for Lloyds Banking Group to upgrade and enhance one of Edinburgh’s landmark buildings and deliver an exceptional working environment for Lloyds colleagues in an unrivalled location."

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London and Home Counties hardest hit by huge capital gains tax burden

2025-09-12 01:19:18

London-based investors and those from the Home Counties are poised to be the most affected by the upcoming rise in capital gains tax in April, prompting advice from a top accountancy firm to shift assets into more tax-efficient schemes. UHY Hacker Young, accountants, have provided data exclusively to City AM that taxpayers in the capital are expected to shoulder an additional £430m in capital gains tax (CGT) this year, comprising 30% of the total increased revenue, as reported by City AM. Neighbouring counties such as Buckinghamshire, Surrey, and Hampshire are also set to contribute substantially, with an additional £306m forecasted. In her initial Budget delivered towards the end of last year, Chancellor Rachel Reeves chose to increase both the lower and higher rates of CGT. Basic-rate taxpayers, earning up to £50,270 annually, are now subject to a CGT rate of 18%, a jump from the previous 10%. Higher-earners will experience an increase from 20% to 24% in their CGT when the changes take effect in April. Phil Kinzett-Evans, a partner at UHY Hacker Young, heavily criticised the tax increases, suggesting they could hinder economic growth and reduce market liquidity. "One of the problems with increasing capital gains tax is that it discourages investors from investing in UK growth companies that are listed on the stock market – exactly the kind of investment we need to see more of in the UK," he stated. "It [also] forces investors to consider holding on to assets rather than liquidating them, locking up money that would otherwise fuel the economy at a time when economic activity is stalling." The study, conducted through a series of Freedom of Information requests, revealed that residents of Kensington and Chelsea will be hit hardest by the increases, facing an additional £108m in CGT this year. This figure is more than double the expected receipts from the next highest council, which UHY Hacker Young predicts will be Westminster with an extra £53m in capital gains tax contributions.

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Rathbones outflows slow as Investec merger moves forward

2025-08-26 18:44:17

Rathbones has successfully stemmed the tide of outflows that ensued following its merger with Investec’s wealth division. In a trading update released today, the wealth management firm revealed that investors withdrew £200m from its platform in the last quarter of the year, a decrease from £600m in the previous quarter, as reported by City AM. Despite witnessing "particularly strong discretionary inflows", the asset manager noted that a temporary surge in withdrawals around the Autumn Budget resulted in net negative outflows. The company's discretionary and managed propositions saw an increase in inflows to £400m, up from £100m between July and September 2024. However, as the transition into Rathbones continued, cash kept flowing out from the Investec Wealth & Investment business (IW&I), with outflows rising from £300m in the previous quarter to £400m. In 2023, Investec announced that its wealth and management division would merge with Rathbones in an £839m deal. "The integration of IW&I continues to proceed well, and we have made substantial progress in the integration process, in line with our expectations," the firm stated today. "The client consent process is well-progressed with very encouraging responses, and we continue to anticipate completing the client migration onto a single operating platform during the first half of 2025." Over the past year, investors have withdrawn over £1bn from IW&I, offsetting the £415m that flowed into Rathbones’ investment management arm and £606m into its asset management arm. At the close of the year, the firm reported funds under management standing at £109.2bn, an increase from £108.8bn at the end of September and £105.3bn at the end of 2023. However, this was slightly below the anticipated £110bn closing funds under management projected by analysts. The company's share price has struggled to make significant gains in recent months, trading down four per cent from a year ago. "Rathbones’ shares have weakened like others in the sector in recent months, reflecting the generally weak sentiment towards asset-gathering stocks given the uncertainty that has prevailed," commented analysts at Peel Hunt. The firm outlined its priorities for 2025, stating: "Our priorities for 2025 include completing the migration of IW&I clients whilst adding marketing and distribution capability to support organic growth opportunities, both directly and in tandem with third-party IFAs."

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Inflation falls to 2.5% in surprise dip as fuel costs rise

2025-09-09 22:11:10

In a surprise move, the UK's inflation took a downward turn last month as lower hotel prices helped balance out an increase in fuel costs, newly released official statistics indicate. The Consumer Prices Index inflation rate dropped to 2.5% in December, down from November's 2.6%, per the Office for National Statistics (ONS). Forecasts had largely expected the inflation rate to hold steady at 2.6% for the last month. Despite the unexpected decrease, December's inflation remains over the Bank of England's target of 2%, leading to concerns among economists and policymakers during a time of standstill economic growth. Chancellor of the Exchequer Rachel Reeves expressed her dedication to bettering people's living standards, stating: "There is still work to be done to help families across the country with the cost of living," and "I will fight every day to deliver that growth and improve living standards in every part of the UK." Offering insight into the political reaction, former Bank of England policymaker Michael Saunders noted that the drop in December's inflation figures would likely have been met with a "sigh of relief" at Downing Street. The release of the latest figures occurs amidst considerable volatility within UK's financial markets; the past week alone has seen a stark fall in the pound's value, alongside a surge to decade-high levels in borrowing costs. According to the ONS, a 1.9% decline in hotel prices coupled with moderate rises in restaurant and cafe prices exerted the greatest dampening effect on overall inflation, while airfare costs also saw a notably reduced rate of escalation during the month. Services inflation, a key indicator monitored by the Bank of England, fell to 4.4% in December from 5% in November. However, petrol and diesel prices saw an increase in December compared to November. Grant Fitzner, Chief Economist at the ONS, commented: "Inflation eased very slightly as hotel prices dipped this month, but rose a year ago." He added: "The cost of tobacco was another downward driver, as prices increased by less than this time last year."

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UK long-term borrowing costs hit highest level since 1998

2025-08-18 14:19:38

The cost of long-term government debt soared to its highest level since 1998 on Tuesday, as investors became increasingly anxious about the UK’s economic future. The yield on the 30-year gilt, which reflects the price of government borrowing, reached 5.28 per cent on Tuesday following a gilt auction conducted by the Debt Management Office (DMO), as reported by City AM. The DMO sold £2.25bn of long-term government debt at a yield of 5.2 per cent, making Rachel Reeves the first Chancellor since Gordon Brown to oversee a bond auction with an average yield of over five per cent. The auction attracted the lowest level of demand since December 2023, indicating that investors are less willing to purchase longer-term UK government debt. Yields and prices move inversely. With demand for gilts lower, prices fall which pushes up the yield. The sell-off in UK government debt is not unique among global peers. Government borrowing costs have increased around the world in recent months, reflecting fears about elevated debt levels and the potential inflationary impact of Donald Trump’s trade policies. However, the sell-off in the UK has been accentuated by concerns about the scale of government debt issuance and the domestic economic outlook. The Chancellor plans to borrow £297bn through financial markets this fiscal year, the second highest level on record Markets also anticipate fewer interest rate cuts in 2025 due to fears about the potential persistence of inflation. This has put further upward pressure on gilt yields. According to analysts, rising gilt yields may erode the Chancellor's financial flexibility when the Office for Budget Responsibility (OBR) releases its updated economic predictions in March. Reeves had allocated only £9.9 billion to satisfy her main fiscal requirement that daily spending be covered by tax revenues.

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FTSE 100 climbs and UK gilts rebound as lower inflation boosts rate cut expectations

2025-09-12 07:04:48

Gilts experienced a rebound on Wednesday, and the FTSE 100 started the day on a positive note after the release of inflation figures that were lower than anticipated. The Office for National Statistics (ONS) reported a headline rate of 2.5 percent in December, a slight decrease from the previous month's 2.6 percent. Services inflation, which is considered a more accurate indicator of domestic price pressures, fell to 4.4 percent from November's 5.0 percent, coming in under the 4.8 percent forecasted by analysts in the City, as reported by City AM. Michael Brown, a senior research strategist at Pepperstone, commented that the data would provide "significant relief" to both Rachel Reeves and Andrew Bailey amidst concerns in the UK gilt market. Investors have recently been anxious about the potential for enduring inflation in the UK, which has driven gilt yields to their highest levels in years as expectations for interest rate reductions diminished. Nevertheless, yields eased across various maturities on Wednesday as market participants began to anticipate at least two cuts to interest rates within the year. "The Bank of England will likely feel emboldened to continue its easing cycle in February," noted Sanjay Raja, Deutsche Bank’s chief UK economist. In early trading, the yield on the two-year gilt sensitive to rate changes dropped by eight basis points, while the 10-year yield saw a six basis point decline. Equities also opened with gains, with housebuilders leading the way, buoyed by the prospect of further interest rate cuts. The FTSE 100 witnessed a notable increase of 0.74 percent in early trading, buoyed by gains seen in homebuilding firms such as Persimmon, Taylor Wimpey, Barratt, and Berkeley, placing them amongst the top risers in the index. Meanwhile, reflecting optimism about the UK's domestic economic health, the midcap FTSE 250 jumped 1.5 percent, reaching 20,056.85. Sterling initially dipped but later made some headway against the dollar, though it remained essentially flat at $1.221. "The market isn’t too sure where to take the pound it seems," commented Kyle Chapman, an FX markets analyst at Ballinger Group. A stark slide to its lowest position compared to the dollar in over a year marked the previous week for the pound, spurred on by concerns for the economic prospects of the UK. Traditional logic holds that the anticipation of lower interest rates would devalue the pound due to smaller yields on investments, however, Kathleen Brooks, research director at XTB, pointed out that "these are not normal times for UK assets".

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Close Brothers CEO steps down after four months of medical leave

2025-08-24 20:46:06

Adrian Sainsbury has resigned as the group chief executive of Close Brothers after a four-month medical leave. Sainsbury, who took up the CEO role in 2020 following over a decade at the firm, initially joined Close Brothers as the head of its commercial division and later became director of the banking subsidiary in 2013, as reported by City AM. His medical leave began in September, which was described by the merchant bank as temporary. "He is recuperating well and expected to make a full recovery," the company stated today. In the interim, Mike Morgan has been appointed as the new group CEO, having covered for Sainsbury during his absence. Morgan presented the bank's full-year results last September, which included plans to divest its asset management division to bolster capital in light of costs from the motor finance review. A recent court ruling has caused turmoil in the motor finance sector, with RBC predicting a potential £640m financial impact on Close Brothers, nearly twice its market valuation. The company resumed its motor finance lending in November, introducing measures to ensure broker compliance with new regulations. Morgan, who has served as the group finance director for Close Brothers for 15 years and held prior positions at the Royal Bank of Scotland and Scottish Provident, expressed admiration for the firm. "During my time at Close Brothers I have been deeply impressed by the enduring strength of our business model, and the dedication and expertise of our people," Sainsbury remarked in a statement. He also extended his gratitude to the team: "I would like to thank the team at Close Brothers for their commitment and support, and wish them every success for the years to come."

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Mastercard class action funder to sue Merricks after £10bn case settled for £200m

2025-08-31 16:51:16

The litigation financier in the colossal class action lawsuit against Mastercard is preparing to take legal action against its own class representative after he settled a £10bn case for a mere £200m. The case, which centred around alleged overcharging of interchange fees on Mastercard debit and credit cards, concluded last month following a nine-year legal battle that reached the Supreme Court, as reported by City AM. This was the first case under the UK’s 2015 Consumer Rights Act, which permits collective proceedings in competition matters. It also followed the European Commission ruling that found Mastercard's interchange fees violated EU laws. Lawyer Walter Merricks led this class action, with Innsworth Capital providing funding up to £60.1m, plus an additional £15m to cover defendant costs if unsuccessful. The claim sought compensation of approximately £10bn, but it was disclosed in December that it settled for £200m. Documents unveiled on Thursday showed that half of the settlement sum, £100m, would be equally distributed to all who submitted a claim, estimated to be around 44 million people, equating to £2.27 each. The remaining £100m "will be used to pay the litigation funder." The funder indicated they would contest the settlement and claimed that Merricks would be violating his obligations under the litigation funding agreements. In his witness statement, Merricks expressed that "despite this stance taken by Innsworth, I remained of the view that the interests of the class were best served by agreeing the £200m settlement, so I indicated to Mastercard that I was minded to accept the offer." He also noted in his statement that due to this decision, Innsworth Capital is intending to initiate arbitration proceedings against him, which includes a claim for damages. He detailed how, upon informing Mastercard of the impending claim by Innsworth, Mastercard decided to make £10m available "in order to deal with the threatened arbitration against me." Seema Kennedy, executive director at Fair Civil Justice, remarked on the advancements: "this claim shows why reform is so badly needed, and we will continue to call on the Government to introduce measures to improve transparency and accountability of the funding sector."

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Brooks Macdonald set to transition from AIM to LSE main market in strategic growth move

2025-09-09 03:05:34

Asset management firm Brooks Macdonald is planning to leave AIM for the London Stock Exchange’s main market in a bid to boost its profile and stimulate growth. In a recent trading update, the company stated that the move would enhance its "corporate profile," and provide an "opportunity to own its ordinary shares to a broader group of investors". The transition, which doesn't require shareholder approval, is slated for March. Despite net inflows being slightly weaker than analysts' predictions, Brooks Macdonald reported that the past quarter had seen the strongest gross inflows in the last 18 months, as reported by City AM. Gross inflows for the three months ending 31 December totalled £579m, while gross outflows were £730m. Net outflows amounted to £151m, with investment performance contributing an additional £200m. Funds under management concluded the period at £17.9bn. City AM disclosed today that Brooks Macdonald has made several senior staff redundancies in recent months, including its global head of distribution, global head of marketing, and head of public relations. "It seemed to me that they were keeping it below the 10 per cent threshold, and doing it over a staggered period of time, so they didn’t have to enter into a consultation," commented one former employee. Brooks Macdonald has today signalled that its recent string of acquisitions, including the purchase of financial planning firm Lucas Fettes and independent financial advisor LIFT, are advancing positively. Additionally, the company's sale of its international business is reportedly progressing as planned. "We continue to believe that these transactions will help accelerate the execution of the group’s strategy and leave it better placed to take advantage of the structural growth areas in the UK Wealth space," commented Investec analysts Rahim Karim and Jens Ehrenberg. Despite assets under management falling short of expectations, Investec analysts have maintained their earnings per share forecast for Brooks Macdonald, citing lower anticipated costs.

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North East firms tackle almost two million overdue invoices in 'incredibly challenging' year

2025-09-09 22:33:01

A challenging year for North East businesses saw them struggle with almost two million overdue invoices on their books last year, latest figures show. The region’s companies saw a 3.4% rise in unpaid bills year-on-year, with the total number of overdue invoices creeping up to 1,872,510 in 2024, the research from R3, the UK’s insolvency and restructuring trade body, revealed. R3 analysed data provided by Creditsafe to reveal the figures, which showed that October proved to be the toughest month, with a total of 171,028 recorded during the month. The number of North East companies feeling the strain of overdue invoices also rose to 150,126 in 2024 – an increase of 1.8% from 2023 when 147,473 firms recorded overdue invoices on their books. Kelly Jordan, chair of R3 in the North East, said: “2024 was an incredibly challenging year for North East businesses. “While a decline in inflation levels provided some relief by slowing the pace of rising costs, this was overshadowed by a host of other challenges. “Ongoing supply chain disruptions made it harder for businesses to operate smoothly. “High energy costs continued to squeeze profit margins, and political uncertainty surrounding the election left many unsure about the future. “These difficulties were further compounded by new pressures introduced in the October budget, making it even harder for businesses to regain their footing. “The combination of these ongoing pressures has left many businesses in the North East unable to meet payment deadlines and struggling to stay afloat.” In 2024, the North East saw the sixth largest increase in the number of firms with overdue invoices on their books, when compared to the other UK’s nations and regions, with Scotland seeing the largest rise, followed by Greater London and the North West. Ms Jordan, who is a partner at Muckle LLP, added: “Over the past couple of years, many businesses struggled to pay their bills on time, and as conditions have not improved enough, these debts have snowballed. “This has placed immense pressure on North East businesses, with more and more now unable to meet their payment deadlines amidst ongoing financial challenges.

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Jobs saved as Horizon Works Marketing assets acquired

2025-08-25 22:36:39

Jobs have been saved at an established North East marketing agency following its administration. Horizon Works Marketing, which had operated from a base in Cramlington, called in administrators following challenges stemming from the Covid pandemic. The firm's founder says it is now looking positively to 2025 after a new company has been established to continue trading under the Horizon Works name, with 10 jobs secured in the process. Insolvency experts at KBL Advisory were appointed to Horizon Works late last year. Founder and managing director Samantha Vassallo acquired the assets of Horizonworks Marketing Limited and has established Horizon Works Limited. The business, which is now based out of the Blyth Workspace building at the Port of Blyth, was originally set up in 2010 and has established a specialism in business to business marketing services for innovation and technology-led manufacturing and engineering businesses. Its team of marketers, writers, designers, digital experts and PR and communications specialists provide a range of services including strategy creation, marketing campaigns, SEO, brand development, media relations and digital development. In the 15 years since its inception, Horizon Works has carried out work for a variety of clients across the automotive, process, engineering, energy and technology sectors - many of them North East-based and others further afield. It is also an affiliate partner of several sector-based groups such as the Engineering and Manufacturing Network, a Fit for Defence partner of Make UK Defence, and is a member of the North East Automotive Alliance (NEAA), NOF and the Entrepreneurs’ Forum. Samantha Vassallo, managing director of Horizon Works, said: "The restructure was necessary due to legacy financial pressure resulting from the Covid-19 pandemic. All jobs have been safeguarded and the specialist team that Horizon Works has built up over 15 years remains in place.

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ECB and Fed rate decisions to underscore economic divergence between Europe and the US

2025-08-19 11:47:47

Markets are gearing up for a busy week as they anticipate central bank announcements, with interest rate decisions due from both the US Federal Reserve and the European Central Bank (ECB). The upcoming decisions are set to underscore the divergent economic perspectives between the two regions, with the ECB likely to slash borrowing costs for the fifth consecutive time, while the Fed is expected to maintain rates, as reported by City AM. In December, the Federal Open Market Committee (FOMC) trimmed rates by 25 basis points and indicated that only two rate cuts would occur in 2025. However, investor expectations for further rate reductions in the US have moderated in recent weeks, despite ongoing progress on inflation. This shift in sentiment is attributed to concerns about the inflationary effects of Donald Trump's economic policies and the persistent robustness of the US economy. "We expect the strength of the economy and uncertainty over immigration and trade policy to prompt the Fed to pause its easing cycle," commented Bradley Saunders, North America economist at Capital Economics. Data released the day after the Fed's meeting is projected to reveal that the US economy expanded at an annualised rate of 2.7 percent in the fourth quarter. Considering these factors, most traders are now predicting just one rate cut, with some even speculating that the Fed might increase rates again in the near future. Chair Jerome Powell is expected to face numerous questions about the outlook for rates in his upcoming press conference, especially considering President Trump's insistence on lower interest rates. BNP Paribas analysts predict that Powell will also be questioned about the "tail risk of rate hikes." They anticipate a cautious response from him, suggesting rate hikes are less likely but could be considered if necessary to ensure a soft landing for inflation and growth. This contrasts sharply with the economic outlook for the ECB. ING's global head of macro, Carsten Brzeski, believes a rate cut is a "no-brainer" given the weak growth outlook. Despite the ECB cutting rates four times in 2024, bringing the benchmark interest rate down to three per cent, Brzeski argues this is still too high. He stated: "The deposit interest rate is still restrictive and too restrictive for the eurozone economy’s current weak state," Economic growth figures due on Thursday are predicted to show a mere 0.1 per cent increase in the fourth quarter, significantly weaker than the US. The IMF's latest forecasts suggest that the US will grow by 1.9 per cent next year, while the euro area will only grow by 1.0 per cent. Given such a weak growth outlook, traders are anticipating four or five rate cuts from the ECB this year, despite some signs of building inflationary pressures.

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FW Capital reaches £6m lending milestone for £130m Wales fund

2025-09-03 23:16:29

FW Capital has invested more than £6m from the British Business Bank’s Investment Fund for Wales to back the growth of indigenous small firms. The £130m fund, from the economic development bank of the UK Government, was launched in November 2023. FW Capital, a subsidiary of the Development Bank of Wales, won the fund management contract to deliver its large debt element with can lend from £100,000 up to £2m. To date it has made more than 20 debt deals to SMEs ranging in value from £100,000 to £500,000. Blossom Beauty, a beauty and cosmetics firm based in Neath is one of the businesses to have benefitted with a £150,000 loan. The business is run by experienced beauticians Jenny Dobson, a qualified make-up artist and part-time nurse Fiona Spinks. Increased customer numbers and the small size of existing premises, which Ms Dobson opened in 2020, led to her considering opening another salon in the town with Ms Spinks. Support from the Investment Fund for Wales helped them buy new equipment and cover other set-up costs for their new premises in a former Next store in the centre of Neath which closed in 2019. Don't miss the latest news and analysis with our regular Wales newsletters – sign up here for free Ms Dobson said: “The support we’ve had has been fantastic. We’ve already seen really strong demand for what we’re offering at Blossom, and we’re already booked up for the next few weeks – which is a huge sign of confidence in what we’re doing. We couldn’t be more excited by this opportunity.” Andrew Drummond, an investment executive at FW Capital, said: “It was a pleasure to support Jenny and the team at Blossom in taking on and setting up their new site. They’re a fantastic example of a successful, growing business, bringing custom and footfall back to an important town centre site. “We’re proud of the support we’re able to offer to businesses like Blossom and wish them every success as they continue their growth journey.” Other businesses already supported by FW Capital from the fund include Palmers Scaffolding, the UK’s oldest scaffolding business, based in Deeside and Reel Labels Solutions, a printing specialist based in Pontyclun. Bethan Bannister, senior investment manager, nations and regions investment funds at British Business Bank, said: “The Investment Fund for Wales was launched to support ambitious businesses like Blossom with their plans to scale and grow.

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Five taxes Rachel Reeves could raise to plug the funding gap after her Budget

2025-09-02 02:40:00

"Public services now need to live within their means," Rachel Reeves declared to a group of business leaders during the CBI’s annual summit in November, reaffirming her position: "because I’m really clear, I’m not coming back with more borrowing or more taxes." The Chancellor's remarks at that time were aimed at providing reassurance to the private sector following the backlash from her first Budget release in October. This maiden financial plan saw more than £40bn of charges imposed on businesses and the wealthy—a move that came as a shock despite Reeves' extensive efforts to court executives before the election, as reported by City AM. Nevertheless, Reeves seemed to strike a different note weeks later when she refrained from reiterating those same declarations in the House of Commons later in November, instead stating that the government will "never have to repeat a Budget like that because we won’t ever have to clear up the mess of the previous government ever again." Even Keir Starmer, when confronted by Conservative leader Kemi Badenoch, subtly shifted away from Reeves's stance, commenting that he was "not going to write the next five years of Budgets here at this despatch box". Now facing the prospect of tightened fiscal constraints, both Reeves and Starmer are grappling with financial realities. There's a growing consensus among analysts that escalating gilt yields might obliterate the £9.9bn budget cushion that Reeves had earmarked following her Budget announcement. The Treasury has affirmed that the "non-negotiable" and self-imposed fiscal rule to match government spending with tax receipts will remain in force. Should there be a breach, the Chancellor would have no choice but to source funds from alternative avenues, potentially indicating future tax increases. With a strained relationship with many in the business community and restricted by a commitment not to raise taxes on "working people", the government's routes for generating revenue are somewhat narrow. Prime Minister Keir Starmer, alongside Chancellor Rachel Reeves, has caused unease amongst some business leaders following a spate of tax raises announced at the recent Budget. The promise made towards "working people" effectively eliminates any adjustment to approximately 46 percent of the government’s total tax income, which includes income tax, national insurance contributions for employees, and Value Added Tax (VAT). An additional vow not to elevate corporation tax beyond its existing rate of 25 percent maintains another eight percent of tax revenues at their current figures. Taken together, Chancellor Reeves is precluded from altering 54 percent of the taxation base. However, Capital Economics analyst Ashley Webb outlines five potential tactics that Reeves could employ:. Reeves has not dismissed the possibility of increasing levies such as capital gains tax, alcohol and tobacco duties, air passenger duties or vehicle excise duty. Despite the government's pre-election dismissal of a "mansion tax", Webb suggests that another option could be to raise stamp duty and council tax on high-value and second homes. However, these measures could have significant political repercussions. Prior to the Budget, rumours of a potential increase in the capital gains tax rate beyond 30 per cent sparked outrage among investors, who argued it would undermine the incentive to invest in the UK. Further charges on second homes could also lead to accusations of Reeves targeting the affluent and aspirational. As Webb notes, adjustments to these taxes would only yield marginal additional revenue, as they collectively account for just 11 per cent of total tax receipts. Another approach could involve modifying existing tax relief policies, such as ISAs and pensions. This could include reducing the amount of tax relief on pension contributions for high earners or abolishing the lifetime ISA. However, this could raise concerns about the UK exacerbating its own investment stagnation. Encouraging investment into British companies has been a central objective of the City reform agenda, and discouraging investment from pension funds is likely to cause unease. Webb suggests another approach the government might consider is prolonging the freeze on personal income tax thresholds beyond 2027/28 to 2029/30. Reeves could look to widen the net of existing taxes, as evidenced by her recent policy to impose VAT on private school fees from the start of this year. Expanding VAT to currently exempt products and services is a strategy that comes with historic caveats, Webb points out. "The ‘pasty tax’ debacle in 2012, when the then Chancellor George Osborne raised VAT on ‘hot takeaway food’ before quickly reversing it, suggests this could be difficult to do," he notes. Webb also proposes that "Another option could be expanding the base on which national insurance tax is charged, for example by including investment income in addition to earned income." To create new revenue streams, Webb identifies a significant opportunity for the Chancellor to save funds by halting interest payments on the £710bn of central bank reserves held at the Bank of England by commercial banks. Although Reeves has indicated no intention to pursue this course, should interest payments linked to the Bank Rate cease on all reserves, Webb cites Capital Economics’ estimation of up to £34bn a year in potential savings for the government. However, any potential boost could be curtailed by the expectation of a rate loosening cycle this year. If the base rate is cut to 3.5 per cent next year and the Bank of England continues to reduce the amount of reserves by selling its gilt holdings as part of a programme of quantitative tightening, perhaps to around £500-550bn by the end of 2026, the potential tax-take may be reduced to around £20bn a year, Webb says. "Moreover, to maintain its ability to use Bank Rate as a monetary policy tool, the Bank of England would probably introduce tiered reserve remuneration rather than paying no interest at all, which would further reduce the potential tax revenue," he adds. "Even so, this would still be a chunky source of revenue for the government. As this would effectively be a tax on banks, though, at the margin it may weigh on the supply of credit." Critics of the government say it has already broken a manifesto pledge after hiking national insurance contributions for employers, despite saying it would not change the levy in its manifesto. However, breaking its pledge not to change income tax, VAT or national insurance contributions from employees would present entirely new challenges politically for the government. Even so, small tweaks to these charges could raise big sums. A one percentage point rise in each would raise £9bn, £7.3bn and £4.7bn respectively by 2026/27, according to Capital Economics’s calculations.

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First North West deal for European investor Crossbay as it acquires Greater Manchester warehouses

2025-08-26 19:57:01

A £1.26bn European logistics investor has made its first North West acquisition. Crossbay, the pan-European urban logistics platform of private equity real estate manager MARK, bought an industrial investment on Irlam Business Park near Manchester for more than £11m from Buccleuch Property. The two warehouses, totalling 83,923 sq ft, sit between Junction 11 of the M60 and Junction 20 of the M6 in Irlam. They are let to two tenants with an average unexpired lease term of more than 11 years. In December, MARK announced its Crossbay II fund had secured €660m (£556m) in total fund commitments, representing a 20% increase in fund size compared to its predecessor. Including debt financing, Crossbay II has a total investment capacity of over €1.5bn (£1.26bn). Crossbay plans to grow in the UK, and its Irlam deal follows two recent industrial acquisitions in Yorkshire Knight Frank advised Crossbay on the acquisition, while Zaman Roberts advised Buccleuch Property. Craig Barton from Knight Frank said: “These two modern units let to quality tenants, within the prime industrial location of Irlam, west of Manchester provide high specification accommodation with superb motorway access. With continued robust occupational dynamics across the NW, we anticipate strong underlying performance. “This was an important acquisition for Crossbay and a sign of their belief in the strength of the North West logistics market. They are keen to expand further and we would be interested to hear of any further opportunities.” Adam Roberts from Zaman Roberts said: "Having advised Buccleuch Property on the purchase in 2016, our client successfully executed their business plan and we are now pleased to have completed the sale to Crossbay.”

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How many times will the Bank of England cut interest rates in 2025?

2025-09-14 07:05:30

The speed at which the Bank of England reduces interest rates in 2025 will be a significant point of interest for financial markets, mirroring its importance in 2024. The Bank has only cut interest rates twice this year, leaving the Bank Rate at 4.75 per cent as we enter the new year. Following the latest data release in December, financial markets anticipate a similarly slow pace of easing in 2025. Official figures released the week before Christmas revealed that inflation increased to 2.6 per cent in November, meeting expectations but confirming that inflation remains stubborn, as reported by City AM. Wage growth exceeded market predictions, indicating that price pressures will continue for some time. Unsurprisingly, the Bank chose to maintain rates in December. There was little alteration in the Bank's guidance, with policymakers pledging a 'gradual' rate of interest cuts due to numerous uncertainties surrounding the economic outlook. However, the voting split did surprise markets, with three out of the nine members of the Monetary Policy Committee (MPC) advocating for another cut, primarily due to the UK's recent sluggish performance. GDP figures indicated a contraction of 0.1 per cent in October, marking the second consecutive month of shrinkage. The Bank of England predicts the economy will stagnate in the final quarter of 2024. Indeed, since the summer, growth has been minimal at best and the Budget hasn't provided much relief for businesses. The Monetary Policy Committee (MPC) noted that the increase in National Insurance Contributions is "weighing heavily on sentiment". As we move into the new year, many economists suggest that policymakers will be more influenced by the prospect of slow growth than persistent inflationary pressures. "Although the UK economy is facing significant wage pressures, economic activity is significantly less dynamic than in the US," said Guillaume Derrien, senior eurozone economist at BNP Paribas. He added: "Between an ECB whose rate cuts will, admittedly, be gradual but steady, and a US Federal Reserve that is now more hawkish, the Bank of England will be in an intermediate position in 2025, with four rate cuts expected in 2025...at a rate of one cut per quarter," Ruth Gregory, deputy chief UK economist at Capital Economics, concurred. "We haven’t changed our view that the Bank will continue to cut rates by 25bps a quarter," she stated. The rise in inflation in November was predicted long ago – it was mainly due to base effects – while the MPC pointed out that monthly pay figures can be "volatile". Persistent inflation could still pose a problem for the Bank, but at this point, sluggish growth appears to be the primary concern. Stagnation has already shown up in the official statistics. The Monetary Policy Committee (MPC) is facing uncertainty regarding the influence of Donald Trump, particularly on interest rates and how his tariffs might affect the global economy. The specifics of the tariffs remain vague. "Indicators of trade policy uncertainty had increased materially, but that the magnitude and the direction of the impact of any such policies on UK inflation was at present unclear. These effects might not be apparent for some time," commented the Bank during its last meeting. They indicated that President Trump is poised to significantly affect international trade policy yet refrained from estimating the potential outcomes.

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Gambit Corporate Finance toast best ever year with deals worth £500m in 2024

2025-09-05 10:46:15

Gambit Corporate Finance orchestrated transactions with a value of more than £500m in 2024 in what was its best ever year. The mid-market corporate finance advisory firm, established in 1992, said that while the UK mergers and acquisitions (M&A) market experienced some turbulence last year, due to continued macroeconomic headwinds and concerns over the likelihood of significant changes to the UK tax system, its impressive growth has continued. It acted on 16 deals last year. Notable transactions included acting as lead advisor for Bridgend-based Nodor International in it becoming majority-owned by Inflexion Private Equity. Nodor is the world’s leading darts brands, with its products including Winmau dartboards and Red Dragon darts. The deal, which will accelerate the company’s global growth plans, was one of the biggest ever private equity transactions in Wales. While the value of the deal was not disclosed, it is understood to have been well north of £100m. It also advised a shareholder of Cross Hands-based leading food and beverage business Castell Howell on the disposal of a material stake in the business Clinica Baviera SA, the Spanish-quoted business and one fo the largest ophthalmology chains in Europe, also turned to Gambit on its entry into the UK market with the acquisition of Optimax. Optimax operates 19 clinics across UK major cities and specialises in eye surgery and ophthalmic services. Gambit also acted for Newport headquartered timber group Premier Forest on four acquisitions, while also advising Carmathenshire-based Shufflebottom on its acquisition by Embrace Steel Group, whic is one of the UK’s largest independent providers of steel-framed buildings for industrial and commercial sectors. Gambit said average enterprise value/Ebitda multiples were strong with solid fundamentals, with it ensuring premium valuations. It said this trend is expected to continue through 2025. Whilst there was a decline in international buyers in the UK M&A mid-market early last year, Gambit said it is experiencing increased international interest, particularly Northern European and US buyers. Gambit is the exclusive UK shareholder in Corporate Finance International (CFI), a group of global corporate finance advisory firms with 28 offices in 18 countries and some 300 fee earners. CFI enables Gambit and its clients to identify and directly access buyers, sellers and investors on a global basis. In 2024, CFI completed in excess of 100 transactions and more than 30% of these were cross border. CFI was ranked by Thomson Reuters as number 18 in Europe and in the top 30 globally for transactions up to €200 million in value. Frank Holmes, Gambit partner, said “We are very proud that Gambit achieved its best ever year in its 32 -year history, despite some turbulence in UK M&A markets. We have invested heavily in the growth of the firm and we have a team of unprecedented quality and size. This, coupled with our unmatched global reach via Corporate Finance International means that we are expecting the momentum generated in 2024 to continue." Jason Evans, partner and head of debt advisory at Gambit, said: “The abundance of capital held by private equity funds, venture capital investors, debt funds and acquisitive companies, coupled with a lowering cost of capital and more stable macroeconomic landscape is fuelling a recovery in M&A volumes and debt capital markets.

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Saga anticipates higher profits and strong travel growth, plans to refinance £325m debt

2025-09-15 15:00:01

Saga, the over-50s financial services and travel provider, has announced that it anticipates reporting an underlying profit before tax higher than previous forecasts. In a recent trading update, the company predicted that the underlying profit before tax for the last six months of 2024 would be slightly higher than the previous year, as reported by City AM. Saga's travel division is expected to report an underlying profit before tax "in the high single-digit millions", compared to the £1.5m reported in the prior year, indicating revenue growth of 15 per cent and passenger growth of nine per cent. Over the past six months, Ocean Cruise achieved a load factor of 91 per cent, three per cent ahead of the previous year, while River Cruise reported a load factor of 89 per cent, with combined ticket prices and onboard revenue per passenger amounting to £327, a total increase of 15 per cent from last year. "We continued to generate strong demand for both our cruise and travel businesses," stated Saga CEO Mike Hazell. Last month, Saga announced a 20-year partnership with Belgian insurance giant Ageas for motor and home insurance, which will see Saga’s price-comparison website, pricing, claims and customer service activities taken over by the insurer. However, earlier this week, City broker Peel Hunt downgraded Saga’s stock rating, noting that the firm faced "a refinancing hurdle" this year. The funds from the partnership with Ageas will be utilised by the firm to refinance £325m of outstanding debt by spring this year. Following the deal, Peel Hunt reduced its price target for the stock to 120p. Since the beginning of 2025, Saga’s shares have declined by over nine per cent. Looking forward, Saga reported that both Ocean Cruise and River Cruise's booked load factors are surpassing last year's figures. The company's River Cruise division is scheduled to launch a new ship, the Spirit of the Moselle, in July 2025, which will boost capacity. Currently, the booked revenue for travel stands at £126m, marking a 10 per cent increase compared to the same period last year, with 39,000 passengers booked in, an 11 per cent rise from the previous year.

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Emma Suchland steps up as PwC's new Northern leader, succeeding Armoghan Mohammed

2025-08-22 20:53:02

Emma Suchland has been appointed as PwC’s new regional market leader for the North, ready to succeed Armoghan Mohammed, the outgoing regional chair who is set to retire. Having joined the ‘Big Four’ accounting firm in 2016 and thereafter serving as the UK private business leader from January 2022, Suchland is ascending within the company ranks, as reported by City AM. With her career commencing in the late 1990s as a tax trainee at Robson Rhodes, she brings a wealth of experience from previous tenures at BDO as a tax partner and EY, where she was an associate director for transaction tax. Based in Manchester, Suchland is poised to drive growth in her new position. Regarding her promotion, Suchland expressed enthusiasm about leading the Northern division, stating: "I’m truly excited to lead our Northern business and continue building on the outstanding work that Armoghan has accomplished." She also outlined her goals: "My focus will be on leveraging the exceptional talent and diverse expertise within our Northern team to support our clients’ growth and navigate the evolving market landscape." Commitment to strengthening ties with local businesses and fostering community collaboration were also among her stated priorities: "I’m committed to working closely with local businesses and convening across our communities to foster collaboration, to deliver meaningful results and promote long-term sustainable growth." Mohammed, whose tenure at PwC began in 2002 when he joined as a senior manager, had held the regional chair position since October 2020. Carl Sizer, PwC’s chief markets officer, expressed his enthusiasm about the new appointment: "We are thrilled to have Emma step into the role of Regional Market Leader for the North. Emma’s brings extensive experience and a proven track record in driving strategic growth and fostering strong client relationships."

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De La Rue's stock soars after £246m takeover bid by Edi Truell's firms

2025-09-09 01:40:10

According to reports, Bank of England supplier De La Rue has received a £246m takeover proposal, causing its shares to leap over 12 per cent. The banknote manufacturer was given a conditional offer of 125p per share, roughly 25 per cent above its stock price prior to the announcement, by entities linked to private entrepreneur Edi Truell, as reported by City AM. This takeover bid is said to hinge on the successful £300m disposal of its authentication division to New York-listed Crane NXT, a deal disclosed in October. After facing a spate of challenges, the latest being compelled to postpone substantial pension contributions to its retirement fund, the sale materialised. Last month, De La Rue reported that it had been approached by Truell and his associated firms Disruptive Capital GP and Pension SuperFund Capital, with an interest to purchase up to 40 per cent of the business at the same 125p rate. At the time, Truell informed the Financial Times he did not intend to acquire a majority interest in De La Rue, commenting that he had "been in conversations for some time" regarding an investment in the company. Today, De La Rue announced that this partial offer is no longer being considered. Back in July, De La Rue had confirmed talks about selling part of the company — a decision that coincided with the disclosure of the printer’s annual results which had been delayed while seeking a suitable buyer. The company posted a decline in earnings as expected, owing to "substantial trading difficulties", which resulted in an 11.3% drop in revenue from £350m to £310m. Conversely, its authentication division's revenue experienced a 12.5% increase, exceeding the company's target of £100m. The De La Rue share price has surged over 30% in the past year, bouncing back from its all-time low in June 2023. According to the UK Takeover Code, Truell has until 5pm on 6 February to submit a formal offer.

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Lloyds Bank to cut bonuses of senior staff who don't go into the office

2025-08-25 23:03:46

Senior executives at Lloyds Bank may face a reduction in their bonuses if they fail to attend the office at least twice a week, as per recent reports. The Guardian has reported that the bank is considering office attendance as part of its bonus targets for approximately 60,000 of its top-ranking employees. This move is the latest in a series of attempts by companies to encourage employees to return to the office more frequently following the shift in working habits brought about by the pandemic, as reported by City AM. Many employers in white-collar industries have maintained hybrid working models post-lockdown due to the increased flexibility it offers their workforce. A study conducted by the Centre for Cities revealed that Londoners are now spending an average of 2.7 days per week in the office, a decrease from roughly four days prior to the pandemic. However, concerns are mounting that remote working could negatively impact productivity and employee development due to the lack of opportunities for face-to-face interaction. Consequently, businesses globally are attempting to revert to pre-pandemic working conditions. JP Morgan recently informed its staff that they will be required to work in the office full-time from March, joining companies such as Amazon which also mandates a five-day office week. However, these changes have not been universally well-received. Last week, City AM disclosed that advertising giant WPP will require its staff to come into the office four days a week, leading to over 10,000 individuals signing a petition urging the company to reconsider its stance.

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Trufin set for first ever full year profit as Balatro poker craze boosts finance company

2025-09-09 08:17:20

Financial services company Trufin is poised to report an adjusted profit before tax that is "significantly ahead of market expectations" buoyed by the success of its video gaming division's release of the indie sensation Balatro. The firm is on track to announce its first-ever full-year profit, achieving this milestone a year sooner than anticipated, as reported by City AM. While Trufin is predominantly recognised for its financial services, its subsidiary Playstack has carved out a niche in mobile game publishing. This year, Playstack launched Balatro, an independent title that quickly became a hit, clinching the titles of ‘Best Independent Game’ and ‘Best Mobile Game’ at the 2024 Game Awards, contributing to an "exceptional year-end performance" for Trufin. The poker rogue-like game generated over $1 million in revenue within its initial week on iOS and Android platforms, and reports suggest it amassed upwards of $4 million within two months post-launch. Playstack's operating profit is expected to have surged by over 20-fold, with revenues increasing by more than 440 percent. "The success of Balatro should not be underestimated and it has been a joy to watch it build throughout the year," commented Trufin CEO James van den Bergh. He added, "These achievements would not have been possible without our extremely disciplined and careful approach to building a robust and scalable games publisher." Thanks to Balatro's impressive performance, Trufin anticipates its adjusted operating profit for 2024 to exceed £7 million, a significant turnaround from the £3.5 million loss recorded in 2023. Meanwhile, Trufin, the specialist finance provider which debuted on the London Stock Exchange in 2018, has predicted its profit before tax to surpass £500,000—a striking shift from the £6.6 million loss seen the previous year. Revenue is also anticipated to have climbed significantly to around £54 million, almost tripling from £18.1 million reported in 2021. However, Trufin faced a substantial hiccup in July as shares tumbled over one-third following an early termination of an agreement with Lloyds by its subsidiary Satago Financial Solutions, leading to a marked drop in revenue projections—from £3.8 million to an estimated £2.4 million in 2024 for Satago. Despite this setback, the group's share price has rallied robustly, increasing 83 per cent over the past year. Oxygen Finance Group, another arm of the Trufin business, is set to report a 21 per cent increase in revenue and a sizeable 65 per cent surge in operating profits to £2.1 million.

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Investors pull a record £10bn out of UK stock funds - with no sign of recovery

2025-09-08 22:41:23

Funds focused on UK stocks endured their most disappointing year on record last year, as investors withdrew nearly £10 billion from the market, new figures have disclosed. While global equity funds attracted a historic inflow of £27.2 billion throughout 2024, UK-centric funds experienced a notable exodus, bleeding roughly £9.6 billion in their slowest year to date when compared to the wider market's performance, Calastone's data indicates, as reported by City AM. US funds secured net inflows of £11.9 billion during 2024, a stark increase from the mere £5 million in 2023, with over half of those inflows recorded in the first quarter of 2024. This stark contrast between London-focused funds and those investing in international equities emphasises the predicament facing the London Stock Exchange and exemplifies the considerable challenges confronting both the City and government officials. Up until November, there was a prolonged trend of outflows from UK equity funds lasting 41 consecutive months, with the pace intensifying in October as investors sought to evade the potential blow of an extensive capital gains tax (CGT) rise threatened by Rachel Reeves. Persistent withdrawals have exerted downward pressure on valuations within the capital and heightened concerns over a potential drift of companies to overseas markets. Calastone reported that the total outflow of £9.56 billion throughout the year remained lower than in 2023 but stressed that "set against the huge inflows to equity funds overall during the year, it was the worst relative performance seen by the unloved UK-equity sector". The rate of redemptions decelerated towards the year's end, with December's net sales of £221m representing the slowest level of outflows since May 2021. November witnessed a resurgence of investors into the market following Reeves' less than anticipated CGT hike. Enhancing the cash flow into the London Stock Exchange is viewed as a significant challenge for lawmakers and investors in their quest to rejuvenate the City of London's fortunes. Despite the Financial Conduct Authority revamping its listing rules in July to attract more firms to the market, numerous companies cited a lack of liquidity as one of the primary reasons for their departure from the exchange in 2024. A mere 17 firms went public on the London Stock Exchange last year, while bids worth some £52bn were made on listed companies. Additionally, a total of 88 firms abandoned their main listing on the London Stock Exchange. Pressure is mounting on Keir Starmer and Rachel Reeves to revitalise the City with robust policy measures and tax incentives. A survey conducted by City AM and Freshwater this week revealed that over half of voters believe the government needs to do more to restore the Square Mile's fortunes. A stamp duty on share trading has been central to warnings that the UK is penalising investors in its domestic market and losing ground to rivals such as the US, where no equivalent charge exists. "Not only does this disincentivise investment in UK equities, it also makes them less attractive than those in other jurisdictions," commented John Godfrey, managing director of public affairs at the City UK. Reeves announced that financial services will be integral to the government’s "growth mission" during her inaugural Mansion House address to the sector. She unveiled a range of initiatives, including the introduction of a new private stock market system known as Pisces.

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HSBC to shut UK investment banking arm as part of major global restructuring

2025-08-18 18:18:43

HSBC is preparing to scale back sections of its investment banking operations across the UK, Europe and North America as part of a comprehensive global restructuring strategy under new CEO Georges Elhedery. This development follows the bank's announcement last year of plans to achieve $3bn (£2.4bn) in cost savings and restructure into four new divisions, divided between East and West, as reported by City AM. "We will retain more focused M&A and equity capital markets capabilities in Asia and the Middle East, and we will look to wind-down those activities in Europe, the UK and the Americas," an HSBC spokesperson informed City AM. The company aims to transition to a "Our intention is to move to a more competitive, scalable, financing-led model," according to a memo sent to staff and seen by Reuters. In the internal communication, management acknowledged that the changes would be disruptive for those involved in dealmaking and corporate capital raising in the affected regions. "As part of our ongoing efforts to simplify HSBC and increase leadership in our areas of strength, we are finalising a review of our Investment Banking business," the spokesperson further added. The news has led to a 0.7 per cent drop in HSBC’s share price. Elhedery’s streamlining plan for HSBC has already resulted in numerous senior bankers being laid off, with predictions that over 40 per cent of HSBC’s top 175 managers will be let go. HSBC has witnessed a series of departures from its senior executive team, including Annabel Spring, the head of global private banking and wealth; Celine Herweijer, the group sustainability officer; Stephen Moss, the Middle East chief; and European leaders Colin Bell and Nuno Matos. The bank's new CEO, Elhedery, who took over from Noel Quinn four months ago, has swiftly initiated significant changes at the banking behemoth with an aim to curb expenses and streamline operations.

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Bank of England to cut rates five times in 2025, says Morgan Stanley

2025-08-25 22:25:30

Morgan Stanley has forecast that the Bank of England will implement five interest rate cuts in 2025 to bolster a faltering economy. On Monday, the US investment bank revised its growth forecasts downward, attributing this to the prolonged effects of the Bank's monetary tightening and repercussions from the Budget, as reported by City AM. It now anticipates the UK economy to expand by just 0.9 per cent in 2025, a decrease from the previous projection of 1.3 per cent and significantly below the consensus among City economists. "While the peak impact of the Bank of England’s policy tightening is likely behind us, its drag on the economy still persists," Morgan Stanley analysts wrote. They also observed that the measures announced in the Budget have negatively affected business sentiment. The analysts highlighted a "limited hiring appetite" even before the increase in employment costs, with demand becoming "lacklustre to non-existent" post-Budget. Recent purchasing managers’ index (PMI) data indicates that companies have been shedding jobs at the quickest rate since the financial crisis, barring the pandemic period. "The mood music has deteriorated meaningfully since the summer," the analysts commented, suggesting that the Bank would focus more on the weakening economic activity than on persistent inflation signs. According to Morgan Stanley's predictions, the Bank Rate would end the year at 3.50 per cent, a reduction from the current 4.75 per cent. Goldman Sachs, another Wall Street heavyweight, also expects the Bank to aggressively cut rates, forecasting six reductions by mid-2026. These forecasts are considerably more dovish than market predictions, which suggest three or four rate cuts by mid-next year. Policymakers are set to convene again on 6 February, with a third rate cut expected to be endorsed.

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FTSE 100 sees modest gains in 2024, lagging behind tech-driven US markets

2025-08-29 19:28:36

The FTSE 100 saw a modest return of just 5.8 per cent in 2024, despite a last-minute sell-off in the final weeks of December. Hopes for a 'Santa rally' were dashed as the index fell by 1.7 per cent in December. However, it still marked its best performance since 2021 when the blue-chip index returned 14.3 per cent, followed by a 0.9 per cent rise in 2022 and a 3.8 per cent increase in 2023. After reaching an all-time high on 15 May due to rate cut expectations, the FTSE 100 hovered around 8,200 in the second half of the year, as reported by City AM. Hopes for a repeat of this success in the summer were quickly quashed by fears of a US recession that surfaced in early August. A series of disappointing economic data and mediocre results from the Magnificent Seven sent global markets into a downward spiral during the summer. While most markets, particularly the US, bounced back quickly, the FTSE 100 was burdened by higher-than-expected inflation and sluggish economic growth. "UK performance pales in comparison to returns seen in tech-dominated markets across the pond," commented Matt Britzman, senior equity researcher at Hargreaves Lansdown. "It played second fiddle to the tech-fuelled US markets, where AI excitement sent the S&P 500 soaring," he added. The FTSE 100 experienced another dip amid Budget speculation in November, hitting its lowest point since April in the week following the fiscal event. The FTSE AIM 100 emerged as the worst performer of any UK index, experiencing a downturn of over six per cent across the year and tumbling to a 52-week low just yesterday. This trend was heavily influenced by the Budget's new policy to apply inheritance tax to AIM-listed shares, which incited speculative trading and triggered a near seven per cent fall in the third quarter. On the other hand, the FTSE 250, known for its alignment with domestic markets, grew by 5.7 per cent, reaching its apex since February 2022 in the summer months.

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Lloyds and Natwest 'too good to ignore' - Barclays analysts

2025-09-06 16:34:26

Shares in Lloyds and Natwest have been deemed "too good to ignore" by Barclays analysts, who foresee bumper profits driven by higher interest rates and low unemployment. The analysts have revised their profit forecasts upwards, anticipating a significant increase in net interest income (NII) as the market adjusts its expectations for the pace of interest rate cuts in the future, as reported by City AM. NII, which measures the difference between the interest banks pay on deposits and what they earn from loans and other assets, is expected to rise with higher rates, allowing banks to charge more for lending. According to Barclays' projections, the Bank Rate is set to reach four per cent by the end of this year and then decrease to 3.5 per cent by the end of 2026, which is notably higher than predictions from three months prior. "A repricing higher in UK rates expectations sees us lift our NII estimates," stated Aman Rakkar and Grace Dargan in a note released today. Their rate forecasts are slightly more bullish than current market pricing, indicating potential upside risks to Barclays’ projections. Despite the prospect of sustained higher interest rates, the analysts maintain that credit risks for UK banks "remain low". They suggest that even if the unemployment rate were to rise to around five per cent, it would be a "non-event" for Lloyds and Natwest due to their prime loan books. Rakkar and Dargan also noted that broader market conditions have become more favourable. "Deposits are growing, competition has eased, savings rates are being cut...and mix is shifting positively," the analysts noted. They also suggested that the recent sell-off in UK government debt could provide a boost for Natwest shares. Higher yields make gilts an "attractive asset class", which could prompt banks to shift from "politically sensitive reserves" – deposits held at the Bank of England which earn Bank Rate – and opt for higher returns on gilts. Barclays analysts predict that thanks to these factors, Natwest will report pretax profit of £6.6bn in 2025 and £7.5bn in 2026, which is eight per cent and ten per cent ahead of consensus respectively. Lloyds is projected to report underlying pretax profit of £6.5bn in 2025 and £8.0bn in 2026, slightly less than 11 per cent ahead of market consensus for both years. "UK banks (are) on course to deliver among the strongest earnings growth and capital returns across European banks, at an ongoing discount," they concluded.

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UK government bonds hit 25-year low as inflation fears persist

2025-08-17 12:14:50

On Tuesday, government bonds faced a major sell-off as persistent inflation fears continued to mount. Subsequently, yields on government debt across the globe saw significant increases, implying reduced investor interest in sovereign debt due to an inverse relationship with bond prices, as reported by City AM. "It’s all about yields at the moment with some big or landmark moves again yesterday in a period where there continue to be doubts about whether the Fed can cut rates in 2025," commented Jim Reid, Deutsche Bank's head of research. The US witnessed a noteworthy auction for 10-year Treasuries on Tuesday, which drew its highest yield since 2007, alongside upticks in yields on shorter-term debts. On the European front, the 10-year German bund yield escalated to 2.48 per cent, potentially marking its sixth consecutive weekly surge from around 2.0 per cent noted in early December. In the UK, the 30-year Gilt yield surged to levels not seen since 1998, and the benchmark 10-year Gilt yield also rose to 4.68 per cent, last recorded at this height in October 2023. Heightened bond yields have come as a response to recent economic releases hinting that inflationary pressures might be more entrenched than previously anticipated by investors. One such indicator is a survey from the Institute for Supply Management, suggesting that input costs within the US services sector are accelerating at their quickest rate in over two years. Mohit Kumar, an analyst at Jefferies, noted in his analysis that the increase in prices paid was widespread and not influenced by any one-off factors. "The rise in prices paid was broad based and the details did not show any one off factors which could have influenced the data," he wrote. Meanwhile, separate data from the US labour market indicated a six-month high in job openings for November, suggesting strength in the world's largest economy. This led investors to scale back their expectations for the number of interest rate cuts by the US Federal Reserve this year. The forthcoming nonfarm jobs report on Friday is anticipated to provide additional insights into the US economic trajectory. Despite the current sell-off in government debt, Kumar believes it is unlikely to persist, especially if the US labour market shows signs of weakening, potentially leading to swifter interest rate reductions. "We are still in the camp that the current sell-off should not have many legs and see rates as close to their local peaks at current levels," he commented. However, Kathleen Brooks, research director at XTB, highlighted that investors should keep a watchful eye on public finance data.

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Newcastle law firm Sintons toasts strong year as revenues rise 11%

2025-08-28 01:15:37

Newcastle law firm Sintons is toasting another year of strong financial growth after seeing turnover rise more than 11%. All staff members received a turnover-based bonus for the third year running following the results for the year ended March 2024, which have now been published to show an 11.5% increase in turnover, from £16.2m to £18.1m. Operating profit increased marginally from £6.36m to £6.59m, while staffing levels increased from 145 to 163 by year end, a figure that has since risen. The firm said it aims to expand its team further during 2025, with plans to continue its successful apprenticeship programme. Recruitment is also already under way for more legal specialists to join its team. A report within the accounts highlights the seven-figure refurbishment of its city centre office, which has just been completed. It said: “In another financial year when the firm achieved a double-digit increase in turnover and a further 22 colleagues joined the business, Sintons continues to grow as the members invest further in ensuring that the firm has the best people, the best premises and the best systems to meet, and exceed, the expectations of our clients. “The extensive redevelopment of the firm’s head office in Newcastle started during the year, with a project time of approximately nine months and a budgeted spend of approximately £1.8m. This is a bold reimagining of the way in which we work and the facilities we can provide to clients. “The redevelopment being carried out provides the firm with an outstanding working environment for our people, a client dedicated suite and a colleague hub. This investment not only emphasises our commitment to the North East community, which the firm is proud to call home, but our confidence in the future direction of the firm. “Our colleagues are the firm’s greatest asset and we thank them for their continued commitment and dedication to the firm. We were delighted to be in a position to pay, for the third year running, the maximum bonus to all our colleagues under our firmwide bonus scheme.” Following publication of the accounts, managing partner Chris Welch said: “We’re grateful to have recorded another successful financial year, thanks to our outstanding people and the support of our clients. All areas of the business have performed exceptionally well, from our business-focused teams which support companies with all their legal requirements, through to our personal and family law experts and our colleagues who are helping those who have suffered traumatic and life-changing injuries. “Having the best people as part of our team is vital to our success. We welcomed a wealth of new colleagues to the business in the last financial year and we’ve added a further 40 colleagues in 2024, strengthening the excellent legal support we provide to businesses and to individuals. “We’re also investing in the next generation of legal talent, and alongside our graduate recruitment programme we play a major role in the North East Solicitor Apprenticeship Programme, designed to provide different routes for people to qualify as lawyers.”

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Pound sterling suffers fresh 14-month low as traders pare bets on Fed rate cuts

2025-09-12 09:02:02

Sterling experienced another setback on Monday, dropping to its lowest level in 14 months against the US dollar due to a worldwide sell-off caused by worries that the US Federal Reserve might limit interest rate cuts to just one this year. The pound weakened by as much as 0.7% against the dollar, hitting $1.211, which marked it as the G-10's poorest performer in comparison to the dollar, as reported by City AM. "Sterling continues to trade on a soft footing and its losses could extend this week," commented Chris Turner, an FX analyst at ING, who also indicated that the pound might plummet to $1.20. The downturn arises following a difficult week for UK financial assets, with sterling tumbling over three per cent and government bond yields soaring to multi-decade highs. Market participants have positioned their bets against the UK due to anxiety that the government’s Budget could exacerbate inflation, decelerate growth, and result in the Bank of England easing off on interest rate reductions sooner than anticipated. Moreover, government bond yields accelerated on Monday as well, with the 10-year gilt's yield climbing by four basis points to 4.87 per cent, and the 30-year gilt's yield increasing by 12 basis points to 5.53 per cent. This UK-specific distress occurs amid broader market trepidations, as investors reconsider expectations about how aggressively the Fed can cut interest rates in 2025. A robust employment report last week signalled that the world's largest economy remains in a robust expansion mode while the looming spectre of Donald Trump’s tariffs has stoked concerns over potential inflationary impacts "The US labour market is too hot to allow for any Fed easing soon," Barclays analysts have noted. Just one rate cut from the Federal Reserve is what markets are currently anticipating this year. The stronger dollar results from higher rates in the US, which attract investors seeking a higher return on US assets compared to those in other regions. This Monday saw the dollar index, which measures the greenback against major currencies, hit its highest mark since November 2022. With expectations of higher interest rates in the US, bond yields around the world are also pushed up, as the US federal funds rate serves as a lending benchmark in the global economy. In recent weeks, government bond yields in all advanced economies have seen increases, although UK gilts have underperformed slightly in comparison to their peers.

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Triodos Bank appoints former HSBC boss as UK chief executive

2025-08-18 09:02:20

Ethical bank Triodos has appointed a new chief executive in the UK. Mark Clayton joined the Bristol-headquartered company last year as its chief operating officer and is expected to take up the post in early summer. He will succeed Dr Bevis Watts, who announced last October that he would step down after nearly a decade at the helm. Mr Clayton, who was previously chief operating officer at Unity Trust Bank, had a 23-year career at HSBC, where he held various senior roles and led large teams within the retail banking division. Gary Page, chair of Triodos Bank UK, recently re-appointed as chair for a final term of three years, said: “It was crucial for us to find a new CEO with the right values and passion for ethical and sustainable banking, as well as a strong understanding of our customers and a rapidly changing banking landscape. "Mark has made a really positive impact since joining Triodos and we are confident he is the right person to lead the bank forward and deliver the impact we want to have. My thanks go to Bevis for his contribution over many years and for his commitment to assist in the smooth transition over the coming months. We wish him well for the future.” Mr Clayton said he was driven by a "strong desire to protect the world" and was "hugely honoured" to be given the top job at Triodos. "I am excited for the opportunities ahead at Triodos Bank UK," he said. "We have an excellent leadership team in place working to deliver on our mission of making money work for positive change in society." Triodos Bank UK, a certified B Corporation, has more 300 staff based in Bristol headquarters, as well as offices in London and Edinburgh. With a balance sheet of approximately £2bn, the bank is well known for financing UK pioneers in sustainability.

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AJ Bell's trading update reveals boom in new customers and assets

2025-09-07 13:42:01

AJ Bell has reported a significant growth with assets under administration soaring to £89.5bn by the end of 2024, an indication of the investment platform's appealing eight per cent customer increase over the year. The trading platform enjoyed a 17 per cent surge in assets throughout the previous year, with a three per cent rise in the final quarter, according to its latest trading update, as reported by City AM. The customer base has nearly reached 561,000, largely owing to its direct-to-consumer platform, which saw a four per cent uptick in users during the year's last quarter. The rate at which advised customers expanded was more modest, experiencing a two per cent growth within the same period, bringing the total to 174,000. "During the quarter we continued to see the benefits of our dual-channel model and the high-quality propositions that we offer to both the advised and D2C market segments," commented AJ Bell's chief Michael Summersgill. The investment firm witnessed robust net inflows across both its platform and investments operations during the final quarter, achieving £1.4bn and £400m respectively. Particularly notable was the direct-to-consumer sector, which secured net inflows of £1.1bn, marking a hefty 57 per cent jump from the equivalent quarter in 2023. "Ahead of the October Budget, speculation around the tax treatment of pensions caused a short-term behavioural change among retail investors, which normalised quickly once the content of the Budget became known," Summersgill added. The company's chief executive stated: "The strong start to the year positions us well as we approach the busy tax year end period. We remain focused on the significant long-term growth opportunity that exists in the platform market. Our dual-channel approach and continued investments into our propositions and brand mean we are well-placed to continue our strong growth." AJ Bell recently received an upgrade from Shore Capital, moving from a Hold to a Buy rating, based on the weakness in its share price and the long-term need for people to save for retirement.

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Pensions industry hopes Bell appointment could 'revive' auto-enrolment debate

2025-08-17 13:52:06

Industry leaders are hopeful that the appointment of Torsten Bell as pensions minister could reignite discussions about increasing the contribution rate for auto-enrolment pensions. Bell assumed the pensions brief on Wednesday following a mini-reshuffle triggered by Tulip Siddiq’s resignation as City minister, as reported by City AM. Emma Reynolds, his predecessor, has taken over Siddiq’s former role. Bell previously served as chief executive of the Resolution Foundation, a left-leaning think tank that has advocated for higher auto-enrolment contributions to fund domestic investment and enhance financial security for retirees. Auto-enrolment pensions were launched in 2012 to counteract the decline in workplace savings. The policy is widely regarded as successful. According to government data, UK employees saved £114.6bn towards their pensions in the decade following its introduction in 2012, a real terms increase of £32.9bn. At present, the minimum contribution for these pensions is divided, with employers contributing at least three per cent and the employee the remaining five per cent. However, in Ending Stagnation, a book co-authored by Bell during his tenure at the Resolution Foundation, he argued for an increase in contributions. "The next phase in its development should be a levelling up of the minimum contributions by both employers and employees to six percentage points (from three and five per cent respectively), representing a 50 per cent increase in total," he wrote. "A capped amount of these savings should be made available for everyday contingencies – tackling precarity for individuals as we underpin higher investment for the economy as a whole." stated an advocate for increased auto-enrolment rates in the pensions industry. This view supports that such changes will secure more adequate savings for future pensioners. "In the next five years, the majority of defined contribution pension savers will enter retirement with less income than they expect or need, and this will worsen to a peak in the early 2040s," warned Andy Briggs, chief executive of Phoenix Group, in his remarks to City AM. Briggs highlighted that increasing auto-enrolment contributions is critical, branding it the "single biggest lever" the government could utilise to rectify the impending pension shortfall. Despite pledges that pension adequacy would be reviewed during the second phase of its pension review, the Financial Times reported that Chancellor Rachel Reeves had postponed said review indefinitely. The cause for the postponement, as noted by media sources, was concern over imposing additional burdens on businesses following the Budget's pressures. Briggs optimistically noted that alterations could be executed "as economic conditions allow" and recommended a develop "roadmap" to guide businesses and households preparatively. Moreover, Lisa Picardo, Chief Business Officer UK at PensionBee, expressed hope that Bell's appointment might "revive necessary discussions" regarding auto-enrolment contributions. Zoe Alexander, director of policy & advocacy at the Pensions and Lifetime Savings Association, expressed her optimism about the appointment, stating it could lead to "progress on both phases of the Pensions Review". The initial phase of the pensions review has been centred around consolidating the UK’s fragmented pensions industry and encouraging schemes to invest in the domestic economy. The deadline for firms to respond to phase 1 was on Thursday. A Government spokesperson said: "Creating wealth and driving growth is at the heart of our Plan for Change. We are determined to ensure that tomorrow’s pensioners are supported, which is why the Government announced the landmark two-stage Pensions Review days after coming into office and why the Pension Schemes Bill was in the King’s Speech." They added: "Automatic Enrolment has turned millions of people into pension savers with around 9-in-10 eligible employees saving for their retirement."

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Bank of England's Carolyn Wilkins highlights market discipline amid UK bond turmoil

2025-08-30 23:01:37

The recent upheaval in the UK's bond market is a clear indication that the "dragons of market discipline are alive and well," according to a statement made today by Carolyn Wilkins, an external member of the Bank of England's financial policy committee (FPC). Speaking at Fitch Ratings, she acknowledged the recent instability in the gilt market, as reported by City AM. "Recently we’ve seen orderly movements in global yields as one would expect given news that markets consider relevant to the global outlook." She further noted, "There have been spikes in yields in a number of individual countries in recent years, including the UK, that indicate the dragons of market discipline are alive and well," The UK government bonds experienced a significant sell-off, largely driven by the anticipation that US interest rates would remain high for a longer period due to persistent inflation. The yield on the 10-year gilt reached 4.93 per cent, its highest level since the financial crisis. Gilt yields are closely linked to movements in the US Treasury market. Although yields have almost entirely recovered following soft economic data, the FPC remains concerned about the high levels of public debt, both in the UK and globally. "The FPC that I sit on is of the view that global sovereign debt risks are material," Wilkins stated, adding that global public debt is likely to approach 100 per cent of GDP by the end of the decade. Concerns are intensifying among market participants about the sustainability of public debt externally, which could affect the internal cost of debt servicing for the UK government, as well as for households and businesses, an expert emphasized. In recent times, a slew of commentators have sounded the alarm on the rising debt in advanced economies. Significantly, the Congressional Budget Office in the United States highlighted an alarming trend on Friday, stating that US government debt is likely to exceed its post-World War II record, a projection that's yet to account for the impact of the tax cuts introduced by Donald Trump. "The fiscal situation is daunting, the debt trajectory is unsustainable," remarked Phillip Swagel, director of the CBO, after the office published its report.

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Ward Hadaway hails record revenues as key hires across the North spur growth

2025-08-22 18:16:40

Revenue has increased to record levels at Newcastle law firm Ward Hadaway thanks to growth across its offices in the North of England. Newly published accounts for the firm, which also has bases in Leeds and Manchester, show revenue was boosted 7% to £48.1m in the year to the end of April 2024. At the same time, operating profits dipped only slightly from £17.28m to £17.19m and profits before members' remuneration and profit shares remained broadly unchanged at £17.2m. Ward Hadaway has talked of its ambition to top £100m turnover by 2034 and managing partner Steven Petrie, who took up the leading role in April last year, reaffirmed those plans. He said: "These financial results from 2023-24 represent a really strong foundation on which to build, as we strive to realise our ambitious long-term growth plans, remaining independent and increasing our turnover by over 50% in the next five years and achieving £100m by 2034. It's really encouraging to see the positive impact our strategic investments are already having on our business, including our ability to attract, recruit, retain and engage excellent people to the firm." The full service firm said that it had focused on making key hires and developing its workforce, including the addition of eight new partners. In May last year, Nick Gholkar was appointed executive partner of the Newcastle office to work alongside Emma Digby and Liz Bottrill in their equivalent roles in the Leeds and Manchester offices. During 2024 headcount at the firm increased by more than 100. That number included the recruitment of 14 new trainee solicitors and one solicitor apprentice across its offices, making the business 500-people strong. Retention of the newly qualified lawyers was said to have brought organic growth. Mr Petrie added: "We provide an environment where individuals can excel at every level, offering guidance, growth opportunities and the tools to fulfil their full potential. Our people are fundamental to our success. We are well-positioned to build on what we have already achieved and to deliver on our ambitious growth objectives." Elsewhere in the accounts, Mr Petrie repeated comments made at the time of his appointment last year about work to adapt to the challenges of the "rapidly changing" legal market. Ward Hadaway said it had made significant investments in technology and set up an innovation-focussed team, made up of staff from all parts of the business, to look at the role of artificial intelligence in delivering legal services.

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JP Morgan highlights UK policy strain as gilt yields soar, impacting government borrowing costs

2025-08-24 16:28:46

JP Morgan has issued a warning that UK policy credibility is "coming under pressure" in the wake of ongoing disturbances in the gilt market and concerns over sluggish growth. Gilt yields, which mirror the cost of government borrowing, have seen a significant rise in recent weeks, as reported by City AM. The yields on both 10-year and 30-year gilts have ascended for six straight days, resulting in the yield on the 10-year bond reaching a post-2008 peak, while the 30-year yield hit a post-1998 high. These movements in gilt yields are largely in tandem with US Treasury yields, as market participants have reached the consensus that global interest rates must escalate to curb inflation. However, JP Morgan analysts have pointed out that the market shifts in the UK have been "exacerbated" by worries over an "expansionary fiscal policy" that could stoke inflation further. This comes after Chancellor Rachel Reeves' first Budget, which saw an increase in spending plans by approximately £70bn annually for the next five years. "For now, the move has been orderly and there is no real case for the BoE to intervene on financial stability grounds as it did after the 2022 mini-Budget," wrote the JP Morgan analysts. They also noted that the mix of rising borrowing costs and notably weaker recent growth will likely elevate the deficit trajectory and constrain flexibility within the government's fiscal rules. There are indications that the Treasury is gearing up for "ruthless" public spending cuts to ensure adherence to these fiscal regulations. The Prime Minister's spokesperson confirmed that "nothing (was) off the table when it comes to delivering value for money for taxpayers". Analysts from JP Morgan noted that while faster interest rate cuts could relieve some pressure on the government, most surveys indicate a significant rise in inflation expectations.

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IG Group boosts share buyback programme to £200m following Freetrade acquisition

2025-08-24 17:59:41

IG Group, the FTSE 250 firm, has announced plans to spend an additional £50m on share buybacks following its acquisition of trading app Freetrade. The company's six-month results up to 30 November revealed an extension of its previous share buyback programme from £150m to £200m, as reported by City AM. IG Group CEO Breon Corcoran stated: "It is pleasing to show how we can both invest in accretive growth and return capital at attractive equivalent rates of return on our buyback, all whilst safeguarding our robust balance sheet." The results showed a revenue increase of 11 per cent to £522.5m over the six months, with adjusted profit before tax rising 30 per cent from £205.7m to £266.8m. Despite IG Group's strong growth, analysts had mixed reactions to the results. Jefferies had predicted trading revenue would total £453m, but it only grew to £451.7m, although the analysts had forecast an adjusted profit before tax of only £242m. RBC, on the other hand, predicted a 12 per cent growth in revenue and a 40 per cent growth in earnings per share, compared to actual growth of 43 per cent. Corcoran added: "First half performance reflected more supportive market conditions, but we have work to do to grow active customers which will be necessary to deliver sustainably stronger growth," Last week, IG Group acquired stock trading app Freetrade for £160m, with the firm set to move to IG Group in mid-2025. The direct-to-consumer trading platform, which burst onto the scene in 2018, provides investors with commission-free options for shares, ETFs, and gilts. The announcement of its sale received mixed responses from investors, some of whom were vexed by a sale price that didn't match up to recent fundraising valuations. "CEO Breon Corcoran has re-energised the investment case for IG Group setting out the opportunity and identifying areas of improvement," remarked RBC analyst Ben Bathurst. On the positive side, IG Group's stock has seen a notable surge, climbing 25 per cent over the past half-year.

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West Midlands Lloyds and Halifax branches to close

2025-08-17 07:34:11

A host of Lloyds and Halifax branches across Birmingham and the West Midlands have been tabled for closure over the coming months. The group is among 136 which the banking group has confirmed will be shut down. The first to close will be Lloyds and Halifax branches in High Street, Bromsgrove, at the end of May. They will be followed by Halifax, in Erdington's High Street in September, and Lloyds in Vicar Street, Kidderminster, just a few weeks later. Lloyds branches in Foleshill Road, Coventry, and High Street, Shipston-on-Stour, will both close in the first half of November and finally Halifax in Bearwood Road, Smethwick, will cease trading in March next year. Email newsletters BusinessLive is your home for business news from across the West Midlands including Birmingham, the Black Country, Solihull, Coventry and Staffordshire. Click through here to sign up for our email newsletter and also view the broad range of other bulletins we offer including weekly sector-specific updates. We will also send out 'Breaking News' emails for any stories which must be seen right away. LinkedIn For all the latest stories, views and polls, follow our BusinessLive West Midlands LinkedIn page here. Across the wider region there are branches in Staffordshire, Shropshire and the East Midlands also earmarked for closure. In total, 61 Lloyds, 61 Halifax and 14 Bank of Scotland branches will shut their doors for good between May and March 2026. The closures come weeks after Lloyds Banking Group said it would allow customers of Lloyds, Halifax and Bank of Scotland to use stores across any of its brands for in-person banking. The group has blamed the move on customers shifting away from banking in person to using mobile services but stressed it would offer affected workers roles elsewhere in the company. A statement said: "Over 20 million customers are using our apps for on-demand access to their money and customers have more choice and flexibility than ever for their day-to-day banking. "Alongside our apps, customers can also use telephone banking, visit a community banker or use any Halifax, Lloyds or Bank of Scotland branch, giving access to many more branches. "Customers can also do their everyday banking at over 11,000 branches of the Post Office or in a banking hub." The announcement means that more than 1,700 bank branches have shut or announced their intention to close since February 2022 when a voluntary agreement saw the major banking groups commit to assessing the impact of every closure. This has included both Lloyds and Halifax branches in Birmingham city centre and elsewhere across the region. It works out at an average of around 50 closures announced per month, with around 289 branches expected to shut this year.

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