In the news

November 2020

The Scotsman

Stock market leaps on vaccine news but investors must exercise caution

Adrian Lowcock, head of personal investing at investment platform Willis Owen, said: “The market, and indeed most people, have been waiting to see ...
read on

Daily Express

Interest rates held at historic low as Bank of England adds extra £150billion into economy

And, for savers, the less than good news continues, as Adrian Lowcock, head of personal investing at investment platform Willis Owen, highlighted ...
read on

October 2020

The Telegraph

The stock market winners and losers from negative interest rates

Adrian Lowcock, of fund shop Willis Owen, recommended the £1.2bn Merian UK Smaller Companies fund for investors looking to profit from lower ...
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The Times

The lowdown on Slater Growth Fund 

Adrian Lowcock from the investment platform Willis Owen said: “The Slater team conducts detailed analysis of companies' accounts and meets ...
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September 2020

The Telegraph

Five star fund managers you can put your faith (and money) in 

... 2013 the fund has slightly underperformed both the London market and its peers but Adrian Lowcock of Willis Owen, a fund shop, said the fund had ...
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The Times

The good news is 634000 get a fund fee cut. The bad news is that they'll have to wait 12 years

Adrian Lowcock from the wealth manager Willis Owen said: “There is a clear implication that customers are paying too much. It is unnecessary ...
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Financial Times

Investors exit UK equity funds on pandemic and Brexit fears

Adrian Lowcock, head of personal investing at Willis Owen, said renewed Brexit concerns and the hit from coronavirus to UK companies were a toxic ...
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The Times

The race to flee from those reopened property funds

Adrian Lowcock from Willis Owen, an investment platform, said: “This is likely to be the first opportunity since March for investors wanting to sell to get ...
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Wall Street Journal

Tesla’s Largest Holder, Aviation Power Change, High-End Restaurant Woes

...pandemic, investment firm Willis Owen says, after the iPhone maker reportedly overtook the combined market value of the London blue-chip index.
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August 2020

The Telegraph

£14bn Scottish Mortgage downgraded for double fees – should you be worried? 

Adrian Lowcock of Willis Owen, the fund shop, said it was important to look at costs but value for money should be the decider when you pick a fund ...
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July 2020

Daily Express

'Good news' for NS&I savers amid 'staggering' announcement - but there's a savings warning 

Commenting on the news, Adrian Lowcock, head of personal investing at investment platform Willis Owen, said: "The revision in the NS&I's net  ... 
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The Telegraph

The pound has been volatile when Brexit is at the fore, is now the time to 'hedge' your investments?

Adrian Lowcock of Willis Owen, a rival firm, warned that currencies could be volatile and might be a bigger determinant of a portfolio's performance ... 
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The Telegraph

British stocks 'not cheap' despite market falling 17pc this year 

Adrian Lowcock of Willis Owen, a fund shop, said: “Although the British market is still a long way off its peak valuation it is not cheap." Domestic stocks ... 
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The Telegraph

Why it's not too late to buy 2020's best performing funds

Adrian Lowcock, of stock broker Willis Owen, said the technology revolution may mean that mean reversion – where the worst performers eventually ... 
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June 2020

The Telegraph

Smaller company funds are smashing their big stock rivals – here are the best to buy now

However Adrian Lowcock, of Willis Owen, said smaller companies had many advantages over their larger counterparts which have allowed them to ...
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The Times

Small is beautiful for UK investors

... June 2016 were smaller company funds, according to a study conducted on the fourth anniversary of the poll by the investment platform Willis Owen.
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May 2020

Financial Times

UK inflation falls to 0.8% as spending is slashed

Adrian Lowcock, head of personal investing at Willis Owen, said: “The solution for investors, then, is to prepare for both.” Stocks are well positioned to ...
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Financial Times

UK stockpicker Mark Barnett to leave Invesco

Adrian Lowcock, head of personal investing at Willis Owen, an investment platform in the UK, said Mr Barnett's links with Mr Woodford had blighted the ...
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April 2020

The Telegraph

Investors have turned to spread betting – here's how it works and what the risks are

Adrian Lowcock, of fund shop Willis Owen, said CFDs appeal to gamblers and are popular in volatile markets because the gains can be so big ... 
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March 2020

Money Observer

One-third of absolute return funds post 10%-plus losses, but majority prove worth during sell-off 

Adrian Lowcock, a chartered wealth manager at Willis Owen, agrees that in the main absolute return funds “did their job” during the past month's  ... 
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The Telegraph

ETFs move to discounts: is big trouble brewing in ETF land? 

Adrian Lowcock of Willis Owen, the investment shop, said: “Dividend cuts are inevitable. While it is understandable that firms are looking to protect ... 
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Money Observer

ETFs move to discounts: is big trouble brewing in ETF land? 

Adrian Lowcock, head of personal investing at investment platform Willis Owen, told Money Observer that there has long been concern about the bond  ... 
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The Sun

Bank of England cuts interest rates AGAIN to 0.1%

Adrian  Lowcock, head of personal investing at Willis Owen, an investment platform in the UK, said: “There is little the Bank of England can actually do ...
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The Independent

Coronavirus: Global recession fears send markets tumbling but economy could come 'roaring back .

Adrian Lowcock, head of personal investing at Willis Owen, warned that there may be worse to come. “Until we see an end in sight for the virus and ...
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The Telegraph

Budget 2020: junior Isa allowance doubled in boost to parents?

Adrian Lowcock of fund shop Willis Owen, said the policy was "eye catching" given there had been no announcement or demand for the current limit to ...
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The Telegraph

Coronavirus has made investors switch from 'greed' to 'fear', so should they be buying back in?

Adrian Lowcock of fund shop Willis Owen said: “As the index has shown sentiment can change rapidly as investors put a greater emphasis on current ...
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The Sun

Coronavirus could cause worst financial crisis for a decade, says OECD

Adrian Lowcock, from investment platform Willis Owen, said: "For investors it means putting up with a lot more volatility to come – this event is ...
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January 2020

The Telegraph

Woodford investors face 10-day delay before getting first payout

... demonstrates poor planning and a failure by Link to manage investor expectations, said Adrian Lowcock, head of personal investing at Willis Owen ...
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The Times

Are Innovative Finance Isas too risky?

... the loan is either due to be repaid or when you can access your money penalty-free,” says Adrian Lowcock of Willis Owen, an investment company ...
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The Times

Spotlight on funds after Neil Woodford

“At that size, Link is clearly on the back foot and wary,” said Adrian Lowcock, an adviser at financial advice firm Willis Owen. Miton's UK Multi Cap ...
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December 2019

The Sun

What Boris Johnson's Conservative election win means for your money 

Adrian Lowcock, head of personal investing at Willis Owen, said: “Investors are going to be relieved, and the pound has already rocketed on the back  ...
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November 2019

The Times

Privatisation stocks: best and worst performers

Adrian Lowcock of Willis Owen, an investment platform, says Pennon's “earnings-per-share growth at around 11 per cent and revenue growth of 5.9 ...
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Financial Times

UK funds suffer record outflows in wake of Woodford

Adrian Lowcock, head of personal investing at broker Willis Owen, said fears of a global slowdown and a rising possibility of a no-deal Brexit had seen ...
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The Telegraph

The £10bn scandal: are you one of the investors paying 20 times too much?

Adrian Lowcock of Willis Owen, a fund shop, said some of the charges were put in place before the price war between tracker providers forced fees ...
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The Times

Fidelity launches inquiry over fears ethical savers were mis-sold

Adrian Lowcock of Willis Owen, another investment firm, said: “Fidelity should contact and apologise to the investors affected.” The analysis, by wealth ...
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The Telegraph

Woodford-backed companies could face crisis after fund's collapse

Adrian Lowcock, head of personal investing at Willis Owen, said: “It is without doubt that you will struggle if your biggest financier isn't in the picture ...
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October 2019

The Telegraph

The best British funds since the Brexit vote – but can they still deliver stellar returns?   

... of fund shop Willis Owen, described as “self-help” businesses. “They are innovative and therefore positioned to generate their own returns,” he said. ... read on (subscription required)

The Telegraph

Watchdog under pressure to reform supervision after Woodford   

Adrian Lowcock, head of personal investing at investment firm Willis Owen, said that although the supervisor had the power to challenge Mr Woodford ... read on (subscription required)

The Times

Keep your principles and profits with ethical investing 

Adrian Lowcock, the head of personal investing at Willis Owen, an investment platform, says: “There has been a significant change in attitude among ... read on

Financial Times

Neil Woodford's stricken equity income fund to be shut down

Adrian Lowcock, head of personal investing at Willis Owen, the investment platform said: “We have seen the complete demise of the most famous fund .... read on (subscription required)

The Times

'Ethical' fund holdings include Prudential and Coca-Cola 

... ethical stance, with the FTSE4GOOD UK 50 index outperforming the FTSE All-Share, according to analysis by the investment platform Willis Owen. read on (subscription required)

September 2019

Money Observer

Think-tank calls for investors to pay more tax

As Adrian Lowcock, head of personal investing at Willis Owen, notes: “This tax is a second tax that investors would be facing, having already seen ...read on

The Times

Do you need a larger income? Start thinking small 

Adrian Lowcock of Willis Owen, an investment platform, goes for Aberforth UK Small Companies and Artemis UK Smaller Companies. “The Aberforth ...read on (subscription required)

Financial Times

Investors shun UK funds and seek safety in bonds 

...shrinking — including the UK — investors were wise to hold some bonds, said Adrian Lowcock, head of personal investing at Willis Owen. “You've ... read on (subscription required)

The Times

How investors can cash in on Sajid Javid's spending review 

... be seen as a core asset that features in investors' portfolios, alongside equities and bonds,” said Adrian Lowcock of wealth manager Willis Owen. read on 

The Telegraph

M&S joins Micro Focus in heading for the FTSE 100 trapdoor 

...founding member, leaving only 26 remaining, but it is a reflection of the times,” said Adrian Lowcock, from DIY investment platform Willis Owen. read on (subscription required)

August 2019

Daily Mail

Pound rallies to recover some losses after nosediving against the dollar

Adrian Lowcock, head of personal investing at investment platform Willis Owen: 'The pound has been where the action is when it comes to the ...read on

The Telegraph

Three British giants ripe for a foreign takeover 

Adrian Lowcock, of broker Willis Owen, said: “Smoking has fallen quite rapidly in developed markets where it is increasingly seen as anti-social and ...read on (subscription required)

The Times

Investing: look beyond the UK to cushion a Brexit blow   

Adrian Lowcock of Willis Owen, an investment platform, says: “The UK market is dominated by miners, financials, pharmaceuticals and oil giants ...read on (subscription required)

July 2019

The Times

We're living longer – but profiting from that won't be plain sailing   

Adrian Lowcock, head of personal investing at Willis Owen, pointed out: “People aged over 65 are expected to form 25% of the British population ...read on (subscription required)

Money Observer

Best-performing funds and markets in first half of 2019 

As Adrian Lowcock, head of personal investing at Willis Owen, notes: “US and technology funds were dominant.” Also among the top 10 performers ...read on

June 2019

The Telegraph

The five funds that have lost you money three years on from the Brexit vote 

Adrian Lowcock of broker Willis Owen, said the results were “unsurprising” given recent events. “Investors have not only lagged the gains made by the ...read on (subscription required)

The Telegraph

Millennial investor: are star fund managers worth the fees I pay them? 

Research by investment platform Willis Owen has shown that “star” fund managers tend to lose their sparkle when they move to a new role ...read on (subscription required)

The Times

Hargreaves Lansdown rakes in £42m from savers sitting on cash

Willis Owen passes it back to customers. Adrian Lowcock, the firm's head of personal investing, said this was “the right thing to do”, adding: “We look to ...read on (subscription required)

The Times

Take the DIY route to finding bargain shares with value

Adrian Lowcock of Willis Owen, an investment platform, says: “Make sure you know exactly what has caused a share price to fall and whether or not it  ...read on (subscription required)

The Times

How your pension could help to save the planet  

An analysis last September by Willis Owen, a fund supermarket, of ten years of performance found that the FTSE 4Good UK index of ethical stocks ...read on (subscription required)

Money Observer

Don't call it a comeback: 'dog' funds have shone since start of 2019   

Figures from Willis Owen, the online broker, show that anyone who invested in seven of the 10 worst-performing funds in the Investment Association's ...read on (subscription required)

The Times

Lindsell Train Japanese Equity 

Adrian Lowcock, head of personal investing at the wealth manager Willis Owen, said: “Lindsell runs a concentrated portfolio of high-quality ...read on (subscription required)

The Times

Neil Woodford fund to suffer until Brexit is over, say experts 

Adrian Lowcock of Willis Owen, another wealth manager, said: “Woodford's investments haven't performed, as Brexit remains unresolved, and it  ...read on (subscription required)

May 2019

The Telegraph

Business fears May's departure increases risk of no-deal Brexit

Adrian Lowcock, head of personal investing at Willis Owen: “The possibility of a general election later in the year has risen and markets will need to ...read on (subscription required)

Money Observer

Theresa May resigns: what next for markets? 

Adrian Lowcock, head of personal investing at Willis Owen, raised another risk for investors: “The possibility of a general election later in the year has ...read on

The Times

Want to earn 4%? Here are the funds that deliver 

Adrian Lowcock of Willis Owen, an investment platform, suggests Janus Henderson Fixed Interest Monthly Income. He says: “The portfolio is flexible ...read on (subscription required)

The Telegraph

Revealed: the surprising fund that's made 35pc more than any other

Adrian Lowcock of Willis Owen, an investment shop, said: “Although performance has been strong in recent years, this fund can be extremely volatile ...read on (subscription required)

Money Observer

Lindsell Train Investment Trust is on an 85% premium: why are investors buying?

Adrian Lowcock, head of personal investing at Willis Owen, says investors should avoid LTI. “No matter how good the managers are, investors should ...read on

The Telegraph

Don't sell in May and go away – sell in June as May's too soon  

Adrian Lowcock of Willis Owen, a fund shop, said it was the inclusion of dividends that blew the sell in May strategy “out of the water” ...read on (subscription required)

The Telegraph

The statistic that blows the sell in May adage out of the water  

According to number crunching from Willis Owen, stripping out dividends and charges, the FTSE 100 ended down 17 out of 33 summers, which ...read on

April 2019

The Telegraph

The Telegraph

Bought your first fund? Here's what you should do next   

Adrian Lowcock of Willis Owen, a broker, said that there are two ways investors could go from here. One would be to buy a British smaller companies ...read on (subscription required)

The Times

How a Corbyn government could hit your portfolio 

Adrian Lowcock of Willis Owen, an investment platform, says a Labour government would almost certainly have to borrow billions of pounds to finance ...read on (subscription required)

March 2019

Daily Express

ISA 2019: This is the one thing you MUST do – or your money could be REJECTED 

Adrian Lowcock, head of personal investing at Willis Owen, told Express.co.uk: “Despite having been around for a while, there is still confusion around ...read on

The Telegraph

The one fund to buy before the Isa deadline for low, medium and high-risk investors 

For those wanting to take on more risk, Adrian Lowcock of Willis Owen, another broker, said investors should consider Premier Multi-Asset Growth and ...read on (subscription required)

The Times

The Times

How to invest £10,000

... retirement, funds that offer stable and growing dividends are attractive, explains Liz Rees, head of research at the investment platform Willis Owen ...read on (subscription required)

The Times

The Times

How to invest in Isas for 2019 — save £100 a month and watch your profit blossom

You don't have to waste time trying to time the market,” says Adrian Lowcock of Willis Owen, a fund platform. “If the price falls one month you will end ...read on (subscription required)

The Times

The Times

Five reasons to take out an Isa this tax year

"... don't have to worry about declaring them on a tax return,” says Adrian Lowcock, the head of personal investing at Willis Owen, an investing platform. ...read on (subscription required)

The Times

The Times

At Sarasin Food and Agriculture Opportunities 

Adrian Lowcock of the adviser Willis Owen said: “Sarasin has locked on to a theme that should affect everyone and is likely to become increasingly ...read on (subscription required)

The Times

The Times

At least their savings don't keep us awake 

Adrian Lowcock, head of personal investing at online broker Willis Owen, said: “The biggest downside with a Junior Isa is that, at 18, the child has full ...read on (subscription required)

The Times

The Times

Where to invest your Isa to earn the best returns

Willis Owen, an investment platform, lists the ten best-performing fund sectors since Isas launched 20 years ago. Four of the top slots are taken by ...read on (subscription required)

The Telegraph

The best investments to own in these three Brexit scenarios

Adrian Lowcock of Willis Owen, another fund shop, tipped Merian UK Smaller Companies, managed by Dan Nickols. “They are one of the most highly...read on

February 2019

Money Observer

If your fund's star manager quits, your returns will likely be lower

However, according to new research from Willis Owen, star fund managers do seem to add value to funds they manage. An analysis of 15 investment...read on

Financial Times

Fidelity and Allianz performance-fee funds struggle to pull in money

Adrian Lowcock, head of personal investing for Willis Owen, the fund broker, said: “[Fidelity and AllianzGI] took a charging structure that was fairly ...read on (subscription required)

January 2019

Daily Express

This ISA offers a HUGE bonus of £33000 - are you saving your money in the right place?

What is the difference between a Help to Buy ISA and the Lifetime ISA? Adrian Lowcock, head of personal investing at Willis Owen explained all ...read on

December 2018

Herald Scotland

Investors should prepare for more volatility in year ahead 

Adrian Lowcock, head of personal investing at Willis Owen, said that while he expects global growth to weaken in the next 12 months ...read on

Money Observer

The 10 best-performing funds of 2018

Adrian Lowcock of Willis Owen notes, “the US also benefited from a significant boost in corporate earnings as President Trump's tax reforms ...read on

The Independent

Could politics make you a profit?

Adrian Lowcock at Willis Owen warns the political landscape can have a big impact on the short-to-medium-term performance of investments ...read on

Herald Scotland

Things to consider if you want to ride the Santa rally

Adrian Lowcock, head of personal investing at Willis Owen, the DIY investment platform, said: “The Santa rally has long been regarded as one of the ...read on

Daily Express

Dow Jones drops 700 points: Why is the Dow Jones falling today? How far will it fall? 

Adrian Lowcock, Head of Personal Investing at Willis Owen, said: “Optimism over a ceasefire in the US-Chinese trade war has proven very short-lived ...read on

October 2018

Daily Express

Get on board a float, says HARVEY JONES

Adrian Lowcock, head of personal investing at Willis Owen, said IPOs can be great buying opportunities, but like all investments, there are risks...read on

September 2018

Money Observer

S&P 500 sector shake-up: how will tech stock giants react?

The changes, says Adrian Lowcock, head of personal investing at Willis Owen, reflect how both businesses and the economy are evolving. 'It is no ...read on

Money Observer

Which funds have benefitted from the US bull run?

Adrian Lowcock, head of personal investing at Willis Owen, says: 'This bull run has arguably been extended by impressive growth in corporate ...read on

August 2018

The Times

The Times

Play a part in the electric car revolution

 ... the founder of Tesla, and that's reflected in the share price,” says Adrian Lowcock, the head of personal investing at Willis Owen, a wealth manager...read on (subscription required)

April 2018

Best Savings Rate

The 6th April marked the start of the new tax year. Our research, covered by Best Savings Rate, reveals that nearly a quarter of people (24%) plan to save and invest more over the course of the next tax year. A further 24% plan to invest or save the same amount that they did in the previous tax year. Jason Chapman, Managing Director at Willis Owen, commented: “The fact that almost half of all people plan to maintain or increase investing and saving in this new tax year speaks volumes for the strength of the economic recovery. It also suggests consumer confidence is robust, despite lingering Brexit concerns.”

The Independent

With the ISA deadline fast approaching, Willis Owen’s Jason Chapman features in the Independent discussing how investors can make the most of their allowance before tax year end. The article discusses the importance of planning ahead and Jason says: “Try not to wait until the last minute. Every year we see people miss out due to web connectivity issues, or not having funds cleared in their account in time. It is important to make sure the investments are made as far from the deadline as possible.” The release was also picked up by Best Savings Rate.

March 2018

The Scotsman

Our recent research, covered in The Scotsman, shows some stark differences in risk appetites between Scotland’s two biggest cities, Edinburgh and Glasgow. Nationally, 45% of people are unwilling to take a financial risk. In Glasgow, this figure rises to 56% while in Edinburgh, people are more comfortable with financial risk with the number dropping to 40%. Jason Chapman, Managing Director at Willis Owen comments: “Risk – when applied in a financial setting – has become a dirty word. Many of us simply shut down to the possibility of adopting some risk to achieve greater returns.”

As the end of the tax year looms, we featured in The Herald commenting on how to make the most of your remaining ISA allowance. If you’re worried about the best place to put the rest of your £20,000, cash reserves might be an option. Liz Rees, Head of Research at Willis Owen comments: “If you’re still unsure about the best place to invest, you might want to consider putting the money into a cash reserve facility to ensure you still secure the benefits of the ISA allowance.”

February 2018

The Times

We featured in The Times as a cost effective platform for investors with a portfolio of up to £5000. Research from The Lang Cat shows that if the money were to be split equally between funds and investment trusts in an ISA account, you would pay 0.7 per cent in charges, providing you trade four times a year. 

January 2018

Our new research revealing UK consumers are wary about the outlook for the UK economy featured in YourMoney. Against a backdrop of Brexit uncertainty and rising inflation, 35% of savers say they are less confident in the outlook for the economy than they were a year ago. Only 20% say they feel more confident. In response to the results, Managing Director Jason Chapman comments: “It’s a case of new year, old problems for consumers in 2018. They’ll continue to face the ongoing uncertainty over Brexit and increasing levels of inflation which hit them hard in 2017. This will impact on where they put their money over the next year. The continuing concern over Brexit, which was also an issue for consumers last year, shows there’s still a lack of clarity about its impact on personal finances. Until this is resolved, consumers will continue to see it as a threat.”  

September 2017

MD Jason Chapman wrote a column for Money Marketing exploring the latest findings from our research into how people feel about technology helping with their finances. As Jason argues, there’s a disconnect between the excitement of providers about how technology will improve financial services and what customers really want. The research, which also looked at how trust in tech varies between the personal finances sector and the health sector, was also covered by Economic Voice and Health and Insurance Protection Daily.

July 2017

Our new research has revealed that cash ISA rates and high inflation will leave the UK’s savers £5 billion short. The £269 billion currently held in cash ISAs will only be worth an estimated £272 billion in real terms next year, and with the current high interest rates, savers would need £277 billion to purchase the same goods and services. The research was covered in Economic Voice. Jason Chapman, Managing Director at Willis Owen commented: “There can be little surprise that people’s appetite to save is at a low given that there’s not much to be gained from saving money into cash. Indeed, people are losing money in real terms, with inflation now edging up towards 3% – significantly below the return available on a cash savings account.”

June 2017

The Times

It’s twenty years since the release of Radiohead’s album OK Computer and since Nationwide launched the first computer-based current account. But how comfortable are we with the concept of robots when it comes to finances? We carried out research with Opinium and found that only 14% of people were comfortable with robots managing their money. The story was covered by The Sunday Times. Jason Chapman, managing director of Willis Owen, said: “Stories about robots replacing people and taking away jobs is something we can all connect with. Clearly, when it comes to our personal finances, we’re not ready to accept robots as part of the team.”

March 2017

Money Observer

As the deadline for ISA investment draws closer, we featured in a piece in The Sun about how cash ISA savers could lose out on £4 billion, if the predicted rise in inflation takes place. The story was also covered online by Money Observer and Economic Voice. Jason Chapman, Managing Director, said: “We’ve seen a dramatic fall in the rates available on cash ISAs in recent years, with some even dropping below those of a standard savings account. Savers are no longer being rewarded for putting money away for the longer term.”

February 2017

The Times

With eight weeks to go until the new tax year, an article in The Times this weekend highlighted the benefits of investing your whole ISA allowance into the stock market. Our : play function featured in the article as particularly useful for inexperienced investors, where you can select an imaginary portfolio and see how it performs before you take the decision to invest in a stocks and shares ISA. 

July 2016

Money Observer

One month on from Brexit, we published our list of the most popular buy and sell funds for savers and investors. The findings revealed that there was a clear divide between savers and investors, with some heading for the safe havens of cash and gold while others exited them. Money Observer covered the tables and Managing Director, Jason Chapman, commented: “Just as the EU referendum vote split the country in two, our customers have reacted very differently to the post-Brexit debate. There has been a clear division between those who see the market volatility following the vote as an opportunity and those who see it as a time for caution.”

June 2016

The results of our online poll of savers and investors found that 63.7% would vote to leave the European Union. The results were covered online by The Herald as well as in print and showed an increase from 50.2%  in a similar poll which we conducted in March. They demonstrated the increased concern over the impact remaining in the EU would have on personal finances. Jason Chapman, Managing Director, said: “Our customers are mainly older savers and investors, and this poll shows they’re still very much in favour of Britain going it alone.” 

April 2016

Research from Willis Owen featured in The Herald and Financial Reporter. Our research asked people across the UK whether they were planning to save more or less this year. The research found that almost a quarter of people across the UK have made plans to save and invest more this year than they did last year. Managing Director Jason Chapman commented: “Over the last few months we’ve seen uncertainty over the EU referendum grow, alongside volatility in the stock markets and constant revisions to economic growth forecasts. These are all things that could easily dampen appetite among savers and investors but it’s positive to see that they haven’t had a major effect.” 

March 2016

Money Observer

The results of Willis Owen’s online EU poll featured in Money Observer. Our poll asked customers and Facebook users whether they would vote to stay or leave the EU. The results showed that around half of those who responded would back a Brexit, with only 30% saying they would vote to stay.  Jason Chapman, Managing Director at Willis Owen, commented that the poll outcomes provide “concrete proof that the EU referendum is far from a foregone conclusion”.

Money Observer

Research from Willis Owen on views of the UK pensions system featured in Money Observer and The Economic Voice . Our research asked the British public for their views and found that 50% think the current system is too complex, compared to just 5% who don’t. Jason Chapman, Managing Director at Willis Owen, said:  “A year on from pension freedoms, too many people find the system too complex. This will be a headache for policymakers. It won’t have been helped by the fact that in the run up to the Budget, all the talk was of changes to tax relief which never materialised.”

The Telegraph

Research from Willis Owen featured in The Belfast Telegraph, The Scotsman and The Herald. Our research asked people from across the UK about the level of financial risk they would be willing to take with their savings and investments. The research found that there was a marked drop in those willing to take some or a substantial amount of risk in cities around the country. Glasgow, Leeds and Norwich had the lowest levels of risk appetite with London scoring the highest. Jason Chapman, Managing Director at Willis Owen, said: "A lot more needs to be done to communicate the potential value of sensible risk-taking when it comes to our finances. For too many of us, adopting financial risk remains taboo. Yet the fact is that with interest rates set to remain low, relying on cash savings won't be enough for many.”

February 2016

Money Observer

Research from Willis Owen on attitudes towards financial risk in the UK featured in Money Observer, Your Money and The Economic Voice. Our research asked people around the UK how much risk they are willing to take when it comes to their personal finances. It found that the percentage of people willing to take at least a reasonable amount financial risk, which had been consistently rising since 2013, has dropped markedly, to 15%. Our Head of Research, Liz Rees commented:  “Risk appetite had been growing among UK savers and investors, but the last 12 months has reversed the trend. Market volatility, oil price fluctuations, the prospect of an EU referendum and concerns about the pace of growth in major economies like the US and China have all created uncertainty.”

January 2016

Money Observer

Research from Willis Owen on consumers’ outlook for the UK featured in The Economic Voice, Mindful Money, Money Observer and Every Investor. Our research asked a cross section of the British population for their views on the economy as well as their own personal finances. It found that while many remain confident, the number is slightly down on 2015. However, there has been an increase in people saying they feel better off - 27% of people said they felt more confident in their personal finances than they did a year ago.

December 2015

Willis Owen featured in an article in The Times which explored the benefits of online investment platforms. The piece provided readers with advice on how to choose the best investment platform and considered the different services on offer. It featured the results of a survey by financial analysts Moneycomms which listed Willis Owen as one of the “best buys” in terms of how swiftly and how well it responds to enquiries.

Read the full article here

November 2015

Research from Willis Owen was quoted in an article by The Economic Voice , looking at the confidence of savers ahead of the Autumn Statement. A snap poll conducted by Willis Owen found that 53% of people were feeling confident about their savings. “That’s not to say everything is rosy though, nearly a third of people told us they are still unsure about how their finances will pan out”, says Managing Director Jason Chapman.

Read the full article here.

Jason Chapman, Managing Director of Willis Owen, was featured in articles by Professional Adviser and FT Adviser where he responded to discussions at a briefing on robo-advice. “We’ve got to be careful about labelling robo-advice as a threat to the adviser community because it’s simply not”, says Jason.  Read the full article in Professional Adviser here and in FT Adviser here  

October 2015

Money Observer

Willis Owen featured in an article by Money Observer where Holly Mackay reveals the results of recent research into investment platform service quality. Willis Owen is named as one of the top three for typically being the cheapest if you have £10,000 in an ISA and one of the top eight providers on the latest direct platform leader board. Read the full article here

Willis Owen featured in an article by Moneywise looking at the costs of investment platform providers. With a whole host of fund supermarkets ready to run your portfolio, Tom Wilson recently wrote a guide comparing charges and how they operate. 

September 2015

Independent investment expert Holly Mackay recently wrote about road-testing 13 of the largest platforms that allow investors to trade shares and funds at the click of a computer mouse and hold them inside a tax-friendly ISA or SIPP. Willis Owen featured in an article by This is Money looking at the costs and features of providers across the market. Willis Owen is named as one of the top three cheapest providers for people with £10,000 invested in an ISA. Read the full article here

August 2015

Self-invested personal pensions, also known as SIPPs, have become even more appealing since the introduction of the pension freedoms in April 2015. With approximately 50 SIPP providers operating in the market, choosing the right one can be a challenge, says Emily Perryman. Willis Owen featured in an article by Shares Magazine looking at the costs and features of providers across the market. Jason Chapman, Managing Director of Willis Owen is quoted saying “It’s important to remember that price is just one aspect of our offering: our customers value the level of service we offer extremely highly”.  Read the full article here

May 2015

Real-time ETF trading means that you can buy and sell at any time during the trading day. This gives you greater investment flexibility, says Emily Perryman in Shares Magazine. Unlike some other investment platforms, Willis Owen offers real-time trading, meaning you know exactly what price you’ll receive when you place your order to trade. Read the full article here.

April 2015

Money Observer

David Prosser uses Willis Owen research and quotes MD Jason Chapman in a Money Observer article looking at the personal finance polices of the main political parties. David notes that Willis Owen research indicates that the electorate narrowly favours a Conservative majority (22%) over a Labour majority (19%), but that many people (39%) remain undecided when it comes to deciding who’s best placed to look after their savings and investments. David’s article compares and contrasts party policies on income tax, ISAs and pensions. Read the article here

With the election only days away, savers will be watching closely to see what the coming weeks and months will bring for their finances. What policies do you want to see to encourage saving and investing? Our recent research shows that over a quarter of people want to see the ISA limit raised to £20,000. One in four also want to see the introduction of a Bonus ISA, which would allow unused tax allowance to roll over from one year until the next. Managing Director Jason Chapman was quoted in Yahoo Finance and Finance Advice, saying with the recent introduction of Help to Buy ISAs, but with no manifesto pledges from the major political parties on new ISA policies, “the next Government is under pressure to give savers what they want.” Read the full article in Yahoo Finance here and in Finance Advice here.

The Telegraph

With the new tax year now in full swing and the ISA allowance increased to £15,240, have you thought about how to make the most of it? Speaking in the Lancashire Telegraph, Managing Director Jason Chapman points to our recent research showing that one in four people plan to save and invest more in the next 12 months. “Every year we see a last minute dash to beat the tax deadline. There’s no reason to delay making the most of the increase allowance,” he says. Find out more about ISAs here.

Did you spot comments from Managing Director Jason Chapman in the i paper? Jason was featured in Simon Read’s Daily Money column, commenting on the expected last-minute dash to beat the ISA deadline this weekend. “Even with the biggest changes to pensions in a generation, ISAs remain hugely popular and won’t be forgotten by savvy investors”, Jason says.

March 2015

Independent investment expert Holly Mackay wrote recently about Willis Owen’s new pricing structure. She explains that these changes can save an investor with £30,000 in an ISA £100 a year, with the new platform “one-third cheaper than giant Hargreaves for a £150,000 investor”. Our MD Jason Chapman says that the new platform makes us one of the most competitive investment service providers in the UK, with those with larger pots will benefit from lower rates for the amounts they hold over £50,000, £100,000 and £250,000. Read Holly’s full article here to find out more about the changes here at Willis Owen.

News of Willis Owen’s new platform, pricing structure and services has been reported by leading national and trade publications including The Sunday Times, as well as leading industry magazine FT Adviser. Our annual fee is now only 0.4% for investments of up to £50,000. According to Managing Director Jason Chapman, the new platform gives customers access to an improved suite of services, including ISAs, Junior ISAs, SIPPs and General Investment Accounts (GIAs), making investing with us even more straightforward and cost-effective. Read the full article in the Sunday Times here and find out more about our new platform here.

February 2015

The new pricing structure from Willis Owen is mentioned in the leading finance industry title FT Adviser. With Platforum releasing its fifth annual report, the cost of fund management through Willis Owen has fallen significantly. Managing Director Jason Chapman says: “The new platform offers Willis Owen customers access to funds, shares, ETFs and investment trusts, as well as the option to trade equities and funds. Customers also have access to Willis Owen’s comprehensive range of research and portfolio valuation tools”. Read the article in full here.

January 2015

Willis Owen comments on figures from the Investment Association which show that net retail sales in 2014 reached £20.8 billion, the highest since 2010. Jason Chapman, Managing Director at Willis Owen, comments in Economic Voice: “2014 was a record-breaking year for funds, no doubt driven by the increased tax-free ISA allowance of £15,000 encouraging investors to do more with their savings. With the allowance increasing again to £15,250 this Spring, and with the biggest changes to retirement income in a generation also coming into effect, it will be interesting to see whether this provides a further boost to the ISA market.” Read the full article here.

December 2014

The latest fund sales from Willis Owen for October were featured in the online news site Economic Voice, showing that Neil Woodford’s CF Woodford Equity Income C Fund remains the best-selling fund for our customers for the third month in a row. Jason Chapman, Managing Director, adds that latest figures from the Investment Management Association show a bounce back after a slow summer, with the continued popularity of the UK Equity Income fund suggesting the UK’s continued strength for retail investment. Jason says “it will be interesting to see how the markets fare as we approach Christmas, and whether the so-called Santa Rally materialises.” View the full article

October 2014

Comments from Willis Owen Managing Director Jason Chapman on the latest fund sales from the Investment Managers Association are featured in leading consumer finance website Mindful Money. ISA sales remain strong, driven by the increased NISA allowance of £15,000 introduced in July. Cash Reserve was also a popular choice for Willis Owen customers in September, suggesting that investors remain cautious over ongoing unrest in the global markets. Jason says that investors are taking a “wait and see approach” , with net retail sales of funds also slowing in the last two months.

Comments from Willis Owen Managing Director Jason Chapman, on the latest fund sales figures from the Investment Management Association, feature in leading personal finance magazine Investment Life & Pensions Moneyfacts. Despite ISA sales remaining strong, the latest figures show a drop in overall fund sales – something Willis Owen attributes to a nervousness in the face of geopolitical conflicts around the world. Jason adds: “It will be interesting to see if investors regain confidence as we head into the fourth quarter.”

September 2014

An article published in the Financial Times’ Money section referenced the high level of service offered by Willis Owen. The story, looking at how people who don’t spend time online will access financial services products like ISAs in the future, cited independent research which has found that Willis Owen is a good service for people who invest in funds and want good offline service as well as online.

Willis Owen was quoted in Reuters this week, as retail investors continue to wait for the outcome of the Scottish independence referendum. Edward Johnson, Commercial Manager at Willis Owen, commented that whilst there has been communications with customers over the referendum, there has not yet been any reference to selling funds. View the full article

August 2014

The Woodford effect continues to strengthen sales of the star manager’s new fund, according to latest funds sales figures. Willis Owen was quoted in an article in Mindful Money, commenting on the popularity of Woodford’s new fund as well as the surge in ISA sales in July this year. As predicted by Willis Owen, the introduction of the New ISA has seen people make the most of their increased allowance by transferring funds from other savings.

The Telegraph

A surge in ISA sales in July supported Willis Owen’s prediction that the introduction of the New ISA on the 1st of the month would see a huge influx of money. Willis Owen was featured in an article in The Daily Telegraph commenting on the trend, and also offering details of our top-selling funds and sectors in July - sales of Neil Woodford’s new fund outsold its nearest competitor by a factor of four. View the full article.

The fact that sales of Neil Woodford’s new fund were greater than sales into all of Willis Owen’s other funds combined in June made news in wealth management magazine Investment Life and Pensions Moneyfacts. Commentators are in part attributing the record sales enjoyed by the UK Equity Income sector, which reached a £1.4bn high in June, to Woodford’s success.

Herald Scotland

Sales of UK equity income funds hit a £1.4bn record high in June. The financial press was quick to attribute this to the launch of Neil Woodford’s new fund the same month. MD Jason Chapman was featured in the Financial Times noting that at Willis Owen sales of Woodford’s new fund in June were greater than sales into all other funds combined. Details of Willis Owen’s other top-selling funds, including the Threadneedle High Yield Bond, Jupiter Merlin Balanced Portfolio and Royal London Corporate Bond, were included in an article on the topic by the Herald Scotland. Financial Times article ,Herald Scotland article

July 2014

Money Observer

Willis Owen was included in a special report by Money Observer comparing 24 major investment platforms, taking into account charges and the range of investments on offer. The article drew attention to our online tools, Your Space, an investment portfolio service, and Play Space, a virtual portfolio service. View the full article.

Research by Willis Owen into the expected increase in investment ISA holdings following the introduction of the new ‘Nicer ISA’ this month were featured in FT Adviser. We estimate that there could be as much as a £4bn increase in the 2014-15 financial year, especially as ISAs come to be used as a credible and flexible way to save for retirement. Willis Owen’s Managing Director, Jason Chapman, also offered his thoughts on managing your portfolio, saying “a long-term view” and diversification are key.

June 2014

Just before the launch of the new ‘Nicer ISA’ in July, an article in Investors Chronicle called the NISA’s increased allowance a tax break only for the very rich. But the article does mention research from Willis Owen which shows two thirds of our customers plan to increase their ISAs by at least £2,000 this tax year. We think this is the result of people transferring funds from other savings in an attempt to make the most of the tax-free wrapper. View the full article.

The Independent

Journalists writing about the launch of the new 'Nicer ISA' on 1 July were keen to look at whether retail investors would use the increased £15,000 allowance to rebalance their portfolios. Willis Owen's top-selling funds and sectors were featured in an article in the Independent on Sunday on this topic. In June UK Equity Income, High Yield and UK All Companies, with funds such as CF Woodford Equity Income, Threadneedle High Yield Bond and Invesco Perpetual High Income, proved popular.

The Telegraph

Willis Owen’s research into how savers will use the new ‘Nicer ISA’ flexibility on 1 July 2014 was featured in The Daily Telegraph. Willis Owen found that two-thirds of savers will increase the amount they invest in ISAs by at least £2,000 under the new rules, which means an additional £3.9bn may pour into NISA accounts this financial year. Willis Owen’s MD, Jason Chapman, was quoted as saying: “This predicted increase in Isa investments may well be a result of people transferring funds from other savings, in an attempt to make the most of the tax-free wrapper.” View the full article.

With the launch of the new ‘Nicer ISA’ on 1 July 2014, figures from Willis Owen suggest there could be up to a £4bn boost in investment ISA holdings this financial year. The research was featured in an article in The Times. This piece also runs through the six ways ISAs can help cut your tax bill. View the full article.

Money Observer

The consumer publication Money Observer reported on the results of a Willis Owen customer poll which showed that at least two thirds who responded plan to increase their ISA investments by at least £2,000, once the New ISA rules come in to effect. According to Managing Director Jason Chapman, some of this may be down to people transferring funds from other savings into their ISA to make the most of the tax-free wrapper.

The Telegraph

Nowadays funds are increasingly being listed under different ‘share classes’, designated by a different prefix or letter like 'inc', 'acc', 'Z' or 'R'. A story in The Daily Telegraph commented on the difficulty people experience trying understanding the differences between classes. The article also listed fund shops that make things easier for customers. Willis Owen was included as one of discount brokers that make it "pretty clear and easy to navigate".

Willis Owen MD Jason Chapman was featured in FT Adviser challenging Government to commit to further increases in the ISA allowance over the coming years.  He drew attention to the fact that although the ISA allowance will rise to £15,000 from 1st July, the tax-free allowance for pensions in 2014/15 is £40,000.  View the full article

May 2014

Money Observer

Willis Owen’s Managing Director Jason Chapman was featured in Money Observer commenting on the benefits of investing in an ISA early. The article cites figures showing that 8.6% of Willis Owen’s yearly business in 2013-14 came in the week running up to the deadline. Jason cautioned:"Lots of people leave investing in an ISA to the last minute, despite the fact that they could be missing out on a whole year’s worth of growth."

April 2014

The start of the new tax year prompted speculation about how people would use their ISAs and New ISAs in 2014-15. Willis Owen’s MD Jason Chapman was featured in The Herald urging customers not to leave investing in an ISA to the last minute this tax year. He instead called on investors to drip-feed their money into the market as soon as possible so they don’t miss out on a whole year’s worth of potential growth. View the full article.

Tax Confidential’s round-up of Budget changes to ISAs and Junior ISAs featured comments from Willis Owen’s MD Jason Chapman calling for the ISA allowance to increase to the amount you can contribute tax-free to a pension in order to reflect the number of customers using ISAs to create income in retirement. This would bring the ISA allowance to £40,000 over the next few years.

Daily Express

In the run-up to the end of the tax year, the Daily Express featured comments from MD Jason Chapman urging investors not to leave investing in an ISA to the very last minute. He drew attention to Willis Owen’s cash reserve facility, which allows you to make the most of your allowance even if you’re not yet sure where you’d like to invest. He also ran through some of the common mistakes people make that cause them to lose out on their ISA allowance: forgetting to sign their cheque, not having enough cleared funds in their bank account or general internet issues.
View the full article.

A breakdown of the 10 most-bought funds in the news section of the Interactive Investor website found that UK-focused funds were popular in the first months of the year. At Willis Owen we’ve also found that UK funds and sectors are popular with customers at the moment. MD Jason Chapman told Interactive Investor: “We’re seeing real interest in the global sector too, which suggests people are conscious of the need to diversify their portfolio in order to achieve healthy long-term growth.”
View the full article.

March 2014

Money Observer

A 25% uplift in sales at Willis Owen this year made news with personal finance magazine, Money Observer, and online finance news outlet, The Economic Voice. The articles noted that all of Willis Owen's top-selling funds so far in 2014 are geared to provide long-term income. Jason Chapman, Willis Owen’s MD, said: "There's no doubt that seeking income has been the name of the game for our customers this year". According to Money Observer other discount brokers have spotted a similar trend.
View the full article.

Willis Owen polled its customers on their reaction to the Budget and found that 59.8% think they will be better off due to the measures announced, 20.7% think they will experience ‘no change’, and only 8.8% say they will be worse off, with 10.8% unsure. The results were featured in online finance portal, The Economic Voice. MD Jason Chapman commented: "The Chancellor finally gave savers some reprieve after years of punishing interest rates."
View the full article
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Directly after the Budget, which announced the creation of new combined cash & equity ISA with a £15,000 annual allowance, MD Jason Chapman was featured in Investors Chronicle saying that he wanted the Treasury to go further in future, by committing to increase the ISA allowance over the next few years to bring it in line with tax-free pension contributions, which are £40,000 from April 2014.
View the full article.

Figures from Willis Owen were featured in The Sunday Times in a story about the benefits on investing with a Junior ISA. Willis Owen experienced a 225% surge in JISAs being opened in January and February compared to the same period in 2013. The article also commented that passive index-tracking funds were popular among those who hold JISAs. At Willis Owen, the most commonly-held fund for JISAs is the HSBC FTSE 100 Index fund.
View the full article.

News of Willis Owen’s top selling funds in January featured in an article on top finance site Mindful Money. With two Invesco Perpetual funds among the top 5 most popular with Willis Owen customers, the article asked: isn’t this a surprise, given the departure of star fund manager Neil Woodford? Not necessarily, said MD Jason Chapman: "The continued popularity of Invesco Perpetual funds with our customers suggests that at the end of the day, performance is king. Inside the industry Neil is a well-known face and respected figure – but not to most investors. For most, they are investing in the fund and reputation."

February 2014

Money Observer

News of a busy ISA season so far for Willis Owen was reported by personal finance magazine Money Observer, as well as the finance news site The Economic Voice. The articles say that Willis Owen has seen an 87% increase in new clients so far this year, compared to the same client in 2013. They also cite a poll of Willis Owen customers showing that 60% feel more confident about the UK’s economic outlook now than they did last year. Managing Director Jason Chapman is quoted saying: “ISAs are one of the few remaining tax breaks available to everyone. With just over a month until the tax deadline, people should make the most of their ISA allowance while they still can. Money hidden away in a low-interest savings account could be working harder in an investment ISA.
Money Observer article  Economic Choice article

The launch of Willis Owen’s ISA Guide for 2014 and its fund ideas for investors interested online finance news outlet, The Economic Voice. Managing Director Jason Chapman said: “With less than two months until tax deadline, the most important thing is to use your ISA allowance while you can. Money hidden away in a low interest savings account could be working harder for you.”
View the full article.

A piece in Fund Strategy drew attention to Willis Owen’s Play Space tool, a virtual investing platform. It was chosen as a great example of a consumer outreach initiative that allows “novices to learn through doing in a way that does not end in tears.”
View the full article.

January 2014

Retail investment statistics from the Investment Management Association showed that investors are increasingly choosing to invest in equities. Jason Chapman, Willis Owen’s Managing Director was quoted saying: “sales of UK equities did well heading into winter, showing that people are now starting to back the UK’s recovery over global prospects” in Morningstar UK and The Economic Voice.

December 2013

Daily Express

Managing Director Jason Chapman’s comments about Child Trust Funds were picked up in The Daily Express and Herald Scotland. Willis Owen has long campaigned for children with CTFs to be able to open Junior ISAs. On 23 December, Chancellor George Osborne announced that from 2015 this will be allowed, a victory for Willis Owen and similar brokers.

Willis Owen was in the news in the lead-up to the Chancellor’s Autumn Statement, again cautioning against the introduction of a £100,000 lifetime cap on ISA holdings. MSN UK covered Managing Director Jason Chapman’s comments about how this measure would dampen a savings culture. View the full article.

November 2013

A poll of Willis Owen's customers made headlines on online finance portals: the Financial Reporter, Morningstar UK and The Economic Voice. Willis Owen asked customers whether they would support or oppose the £100,000 lifetime cap rumoured to be under consideration by the Treasury. 1,539 people responded and the results showed overwhelming opposition to the move, with 88.1% against, 6.8% undecided and only 5.1% in favour of the cap. Commenting on the results, Managing Director Jason Chapman said: "ISAs have been one of the few real success stories in getting people in the UK to save for the future - we should be building on this success, not scaling it back."

Managing Director Jason Chapman was featured in the Sunday Express cautioning against a lifetime cap on ISA holdings that may be announced in the Chancellor’s Autumn Statement. He said: "A cap could dampen people's desire to invest and save, while undermining wider efforts to encourage a greater savings culture and reduce reliance on easy credit." View the full article.

The Independent

With rumours circulating that the Government are looking into introducing a cap on the amount held in ISAs, Willis Owen featured in the Independent cautioning against the move. According to Managing Director Jason Chapman, "limits will discourage retail investors at precisely the time when we need more people to invest and save".

September 2013

Herald Scotland

One of Willis Owen's customers featured as a case study in the Herald Scotland, talking about his portfolio with Willis Owen and the wide range of information its customers have at their disposal to make informed investment decisions. The article also cites the 115% rise in new customers Willis Owen has seen so far in 2013, as more and more investors consider the 'DIY' route. Click here to read the full article

June 2013

Financial News Portal - The Economic Voice reported increased interest in DIY investing was on the rise following changes to the way financial advisers' charge, with discount broker Willis Owen reporting more than double the number of new customers so far in 2013 compared to the same period last year. This comes as Willis Owen announces the launch of Your Space, a new free online tool for DIY investors.

Finance site Mindful Money headlined that 'Willis Owen launches Your Space to help new surge of do-it-yourself investors manage their portfolios'. Reporting that Willis Owen says the number of do-it-yourself investors has surged due to changes in the way that independent financial advisers must now charge for their services. Jason Chapman, managing director at Willis Owen, says: "The investment landscape is changing dramatically post-RDR, with many more weighing up the DIY route".

May 2013

Online finance hub The Economic Voice reported on an early flurry in ISA sales at Willis Owen at the start of the new tax year. Sales in April 2013 topped last year's April figures by 49%. In addition, sales in the last five days before the end of the last tax year were up 39% on the same period in 2012. Managing Director Jason Chapman is quoted on the importance of early ISA investment to make the most of the yearly allowance, which is now £11,520.

May 2013 - Personal finance site Mindful Money covered the strong uptake in ISAs in April 2013, with figures for Willis Owen 49% higher than in April last year. It highlights the improved performance of the FTSE since the starts of the year, and refers to 65% of participants in a Willis Owen/YouGov poll who said they plan to invest more or about the same in 2013 as in 2012. Willis Owen's Jason Chapman comments in the article, encouraging people to begin investing early to make the most of their ISA allowance.

March 2013

Research from Willis Owen made headlines at financial news site The Economic Voice, Stats compiled online by YouGov showed that the majority of UK adults don' 't know when the ISA tax deadline is. Over half (56%) guessed incorrectly or didn't know. One in five (20%) thought it was 31st March and nearly one in seven (14%) thought it was 1st April (April Fool's day). Less than half (44%) correctly identified 5th April. As Willis Owen's Jason Chapman said, there are clearly plenty of March hares and April fools out there!

The last minute ISA rush was covered by money news site Mindful Money, using research from Willis Owen which predicted that as much as £1.5bn could be invested nationwide in the run up to 'Funds Friday', 5 April. Jason Chapman was quoted reminding investors to secure their ISA allowance in good time, as well as noting that Willis Owen expected a boost in interest in its Cash Reserve facility before the tax deadline.

Finance news outlet The Economic Voice also reported that Willis Owen suggested up to £1.5bn could be invested in the final few days before the tax deadline. Managing Director Jason Chapman said that more and more people are choosing to invest via a discount broker and benefit from the savings it brings. Jason also noted that income funds traditionally do well at the end of the tax year, something Willis Owen expects to see again this time round.

Personal finance website Mindful Money reported on George Osborne's budget announcement that the ban on Child Trust Fund savings being transferred into Junior ISAs could be lifted. Willis Owen's Jason Chapman is quoted in the article saying that any move to simplify and explain the rules around these products is a step in the right direction, but the transfer should be allowed without delay to help parents saving for their children's future.

The Mail on Sunday's personal finance editor, Jeff Prestridge, quotes Willis Owen research looking at Child Trust Funds (CTFs) and Junior ISAs. The research, conducted by YouGov, highlights that confusion over how the two savings regimes work is having a negative effect on long-term savings. The Mail on Sunday agrees with Managing Director Jason Chapman that the Chancellor should use the Budget to remove the transfer barrier from CTFs to Junior ISAs.
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The Yorkshire Post reports Willis Owen research showing that two-thirds of retail investors plan to invest more, or about the same, amount of money in 2013 compared with 2012. The research, run to coincide with this year's ISA season, shows that retail investors hope to take advantage of market buoyancy as the FTSE reaches new highs. Managing Director Jason Chapman notes that Willis Owen has seen a similar level of increased activity, encouraging investors to consider drip feeding investments throughout the year, rather than trying to time the peaks and troughs of the market.

Willis Owen featured in an article in The Sunday Herald on the options facing stocks and shares ISA investors. Managing Director Jason Chapman says that popular choices for those looking for more immediate income are bonds and cash funds, while those looking to grow their investments over a longer period of time might consider equity-based funds. He also suggests there might need to be a cultural shift in attitudes to risk.

January 2013

Willis Owen appeared in a Financial Times article exploring investor attitudes to risk. It featured national research conducted by Willis Owen, which revealed that despite the recent rally in equities, the majority of people remain risk averse - which could affect their income in retirement.
Read the full article
(subscription needed).

BBC News’ Money section featured an article exploring how different personalities make different investment decisions. Managing Director Jason Chapman was quoted discussing new statistics on ISA sales as evidence of recent changes in investor behaviour.
Read the full article.

November 2012

Willis Owen featured in an article on finance news site FE Trustnet arguing for an increase in the ISA limit. We were quoted saying that a higher limit would further incentivise highly-taxed higher earners to save for their retirement.
Read the full article.

MArch 2012

An article in the Financial Times looking at the amount of retail investors could save using a discount broker features information from Willis Owen. We calculate that by getting a discount on a fund’s initial charge, someone investing their full ISA allowance could save up to £590 a year.
Read the full article
(subscription needed).

March 2012

Willis Owen reminded investors to make the most of their ISA allowance before the end of the tax year, in the Sunday Times. The article featured details of Willis Owen’s cash reserve facility, which allows you to invest their full allowance before the deadline, then drip feed into the market when you are ready.
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(subscription needed).

The Independent

The Independent features commentary from Willis Owen on the value of investing in commodities. Commercial Manager Edward Johnson said that commodities can provide useful diversification to an investor’s portfolio - but urged them to do their research on them first.
Read the full article.

July 2011

The Telegraph

The Daily Telegraph reported that sales of stocks and shares ISAs had reached an 11-year high. Willis Owen’s Edward Johnson comments that people are moving away from low interest bank accounts towards ISAs due to the high rate of inflation.
Read the full article.

June 2011

An article in the Liverpool Daily Post looked at the pros and cons of investing in technology shares. It features information on Willis Owen’s top selling funds, and where technology-based funds fare on that list.

May 2011

Personal finance news site This Is Money reported that ISA investments were up 11% compared to the previous year. Willis Owen commented on the increase, welcoming the increase in ISA sales despite the tough economic conditions.
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March 2011

An article in the Independent suggests that ISA investors are looking for global funds to add to their ISA portfolios. Willis Owen is quoted suggesting it is due to low interest rates forcing people to look further afield for income opportunities.
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The Mail on Sunday discussed the ISA options available to investors, and featured research from Willis Owen showing that people were feeling more risk averse with their money than the year before.
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February 2011

The Financial Times featured an article looking at how investors can beat inflation via their ISA. It includes commentary from Willis Owen on which funds might be worth considering adding to your portfolio.