Portfolio Adviser writes about Investment Trust cost disclosures being featured in a letter to the Times, signed by Ros, Baroness Bowles, Lord Davies of Brixton and John Baron plus 114 industry leaders who call on the FCA to urgently change its interpretation of the EU rules forcing misleading charge figures to be shown to investors. ( link to pdf )
Ros was quoted by This IsMoney welcoming the Chancellor’s announcement of a special ISA allowance for investors to support British investments. ( link to pdf )
Ros wrote an article for Daily Telegraph about the lack of mention for pensioners in Budget 2024.
The Independent quotes Ros welcoming suggestions of a British ISA in the March 2024 Budget and also requirements for pension funds to declare their UK holdings. ( link to pdf )
Ros wrote an article for ThisISMoney about the need for pension funds to support their domestic markets and use the £70bn tax reliefs to boost Britain, not other countrie. ( link to pdf )
The Mail on Sunday quotes Ros talking about the madness of EU rules being applied to disadvantage only UK investment companies – no other country is misleading investors like this with exaggerated charges figures that have undermined UK markets. ( link to pdf )
Ros is quoted in the Daily Telegraph calling for state pension reforms that simplify and save money, without taking it away or cutting the value, and ensuring younger generations are included in the National Insurance system for retirement.
Ros is quoted in Investment Week as part of a large group of industry leaders calling for a British ISA product to be launched in the Budget, that would require investors to support UK markets, if they want the tax breaks.
Ros is quoted in BNN explaining ways in which state pensions could be improved while also saving money, and encouraging more people to work longer if they can and build more private pension to address demographic difficulties. ( link to pdf )
Ros is quoted in ThisIsMoney warning about the penalty being imposed on UK investment trusts as a result of EU rules being applied in a flawed way that uniquely damages only the UK sector.