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Press releases

These pages contain press releases, which are for media use only. Individual investors looking for information such as market commentary or Fund updates should take a look at our latest Insights.

Nearly half of UK JISA investors are saving for higher education

Published on 14 Nov 18 by Adrian Lowcock  (40 views)

Almost half (47%) of those saving into a JISA for a child or relative hope the money will go towards paying for university or higher education, a new survey from Willis Owen reveals. 
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80% of JISA investors keep kids and young adults ‘in the dark’ over savings

Published on 14 Nov 18 by Adrian Lowcock  (30 views)

Over four in five (82%) parents and relatives have been investing in JISAs for children or young relatives since they were less than five years of age. However, 80% plan to wait until their recipients are 16 or over before telling them they have money invested, a new survey(1)  by Willis Owen reveals. 
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Best- & worst-performing sectors and funds in September 2018

Published on 01 Oct 18 by Adrian Lowcock  (374 views)

  • Indian funds make up nine out 10 worst-performing funds
  • Oil rally helps Russian funds become best performers
  • Japan leads the best-performing sectors 
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7 Ways to celebrate Financial Planning Week

Published on 01 Oct 18 by Adrian Lowcock  (67 views)

Financial Planning week runs from the 3rd - 10th October this year.  The annual campaign is organised to help people improve and be more mindful of their personal finances. Financial health can be a complex issue for some individuals, although for the majority there are small, everyday things that we can all do to improve our finances. Adrian Lowcock, heading personal investing, Willis Owen gives some tips.
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Willis Owen shares Fund picks for Ethical investment week

Published on 24 Sep 18 by Adrian Lowcock  (79 views)

  • Good Money Week begins on Saturday 29th September
  • Ethical indices have beat their non-ethical peers over 10 years
  • Willis Owen shares ethical investment ideas and fund picks
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Truth of ‘Sell in May’ adage set to return

Published on 14 Sep 18 by Adrian Lowcock  (143 views)

The traditional adage ‘Sell in May and go away, don’t come back until St Leger’s Day’ is on course to come true this summer for the first time in three years, according to new analysis by Willis Owen, the online investment platform.
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S&P 500 hits longest bull-run in history

Published on 14 Sep 18 by Adrian Lowcock  (224 views)

  • UK investors see returns of more than 400%
  • Current bull market has only provided the seventh best annualised returns out of 11 since World War II
  • Best & Worst performing US funds during the bull market
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10 Years after Lehman’s

Published on 12 Sep 18 by Adrian Lowcock  (156 views)

  • 7 out of 10 worst performing funds invest in commodities
  • Technology sector has led the bull market
  • Japanese, US, UK and European Smaller Companies all performed strongly after the crisis
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The Care ISA is an ill-thought-out idea

Published on 21 Aug 18 by Adrian Lowcock  (114 views)

The Care ISA is an ill-thought-out idea.  It will do very little to help the majority of people who need care in their old age
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Media enquiries

Willis Owen:

Adrian Lowcock
07849 846387

adrian.lowcock@willisowen.co.uk

PR Agency:

willisowen@
citigatedewerogerson.com

Victoria Sheridan/Samantha Stewart
Citigate Dewe Rogerson
3 London Wall Buildings
London Wall
London
EC2M 5SY

0207 282 1041

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