Jonathan Kohler

We’re proud to share that both M&G Investments and Prudential Assurance Company (PAC) have successfully retained their signatory status to the Financial Reporting Council’s UK Stewardship Code 2020, the gold standard for stewardship in our industry.     Stewardship is a key lever we use to support positive change — driving long-term value for clients leading to sustainable benefits for the economy, the environment and society. In this blog, Laura O'Shea and Guy Rolfe, CFA share their Stewardship highlights from the last year: https://lnkd.in/edxSBPXX   The value of your investment can go down as well as up and so you might not get back the amount you put in. Your capital’s at risk.

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New data and analysis from Barclays reveals that the UK's investment gap grew by over 30 per cent between 2022 and 2024, with approximately 15 million UK adults now holding over £610 billion of “possible investments” in cash. Investing can play a valuable role in helping individuals grow their wealth over the long term, yet it’s clear that many people are missing out. Barclays is calling for collective action to make investing simpler and more accessible, through industry reforms and consumer support measures such as an FCA-accredited badge for entry-level investment products. Building confidence will be key to transforming the UK into a nation of investors. Read the full analysis here: https://lnkd.in/e6uM4Fh3 You can find out more about Barclays’ recommendations to address the UK investment gap in the following reports: ‘Empowering retail savers to engage with investing': https://lnkd.in/eCRtGzGf ‘A New Message to Tell Sid’: https://lnkd.in/gxmpHu8E

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It’s Pension Awareness Week followed by UK Savings Week. We’ve partnered with the Pensions Management Institute (PMI) on the Lifetime Savings Initiative to explore the links between pensions and savings. We believe it’s time for a rethink. Our report urges the creation of a national short-term savings plan and a national lifetime savings plan to integrate retirement and non-retirement savings, with early access for first-time homebuyers. Let's change the way we think about saving in the UK. Hear more from James Barham, Executive Chairman at Schroders Solutions. #PensionAwarenessWeek #UKSavingsWeek #LifetimeSavings #FinancialPlanning #WealthManagement

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What does the future of financial wellbeing look like? In her latest byline published by People Matters, our Chief Culture Officer Sunita Cherian explores why prioritising financial health is essential for organizations aiming to build a resilient and productive workforce. Read more here: https://bit.ly/4m7NxIg

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Ben Waterhouse has been appointed Chief Client Officer at Ascot Lloyd, joining the firm in January 2026 to strengthen its client centric growth strategy. A seasoned financial services leader with over two decades of experience, Ben has held senior roles at Schroders Personal Wealth, Barclays Wealth Management, Fidelity International, and L&G – Asset Management bringing a deep understanding of wealth management, distribution, and advisory excellence. In this newly created position, Ben will lead Ascot Lloyd’s national adviser network, ensuring clients remain at the heart of every decision. Working closely with CEO Francis Jackson and the executive team, his focus will be on scaling client engagement, elevating service standards, and driving sustainable growth across the UK. Ben’s appointment reflects Ascot Lloyd’s continued investment in leadership that prioritises trust, transparency, and long term value for clients. His proven ability to combine strategic insight with hands-on leadership positions him to help shape the next chapter of the firm’s evolution in an ever-changing financial landscape. #Leadership #WealthManagement #ClientExperience #FinancialServices #Advisory #AscotLloyd #cxolanes #GrowthStrategy

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