Jon Geldart Hon DBA

🔜 This webinar series is designed to help businesses understand the recent UK and European elections' impact on strategies and competitiveness. 💡 Join us to hear from our experts as they cover topics including ESG, workforce legislation, investment, funding and trade, offering insights to help you stay ahead and align with future market trends. Reserve your spot today ➡️ https://ow.ly/uKn050TjZEM

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A new report by Spence & Partners Limited indicates that high scheme funding levels are expected to drive a renewed focus on end-game planning for DB schemes. Read on for the results of the analysis and to download the report https://loom.ly/DI-bbN0

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🚀 Access to Finance: Changes needed to help SMEs The Commons Treasury Select Committee's recent report highlights the challenges SMEs face in accessing finance. With 99% of UK private sector businesses being SMEs, this issue is critical. In his recent insight, Greg Taylor explores: 🔹 Key findings 🔹 Major barriers 🔹 Solutions It's vital that SMEs not only access finance but find suitable funding solutions to thrive in today’s economic climate. 👉 Let's advocate for better access to finance for SMEs. They are the backbone of our economy! https://lnkd.in/eNXraA6d Tim Wilkinson Kirsty Ford Carl Hall Matt Godfrey #MHABrokerExcellence #SMEs #Finance #BusinessGrowth #AlternativeFinance #BusinessSupport

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What is the Meaning of Value? Here is Jamie Jenkins, Director of Policy and Communications, explaining what the second edition of the report is and how it explores what value means to advisers and consumers. You can find the research report on our website today: https://ow.ly/OA4B50UbzbX

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Confused about the Climate Change Levy? 🤔 We've got you covered. Our latest article navigates everything businesses need to know, including the current CCL rates and ways the CCL might boost your business's green credentials. To find out more check out the link below 👇 

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🔮Ahead of the Curve: Asda's Strategic Planning Revealed! On April 16th, our reporters broke the news that Asda planned to launch a £2.65 billion-equivalent senior secured debt offering to refinance maturing debts! We moved the market and the scoop became reality with the recent refi https://ow.ly/Km3150RnFKY Stay ahead with our insights and leverage market opportunities! #AsdaFinance #FinancialPlanning #MarketInsights #MarketOpportunities #StrategicFinance #SeniorSecuredDebt

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The UK’s Financial Conduct Authority has published a consultation on the UK prospectus regime. The proposed new rules aim to reduce the cost of listing on UK markets and make it easier to raise capital on the UK public markets. In this briefing, we look at what the changes would mean for IPOs and secondary fundraisings. Read the full briefing here: https://lnkd.in/e_zEJX36 #Corporate #CapitalMarkets

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Are you ready to make your impact? 💡 https://lnkd.in/eN5pvyBE David Brown, Senior Director and Training Lead, Pensions for Purpose is one of the many practitioners who are already integrating impact investing in their day-to-day role. Here’s what he had to say about taking CFA UK’s new Certificate in Impact Investing: "Working at Pensions For Purpose I fully understand the importance of embedding positive impact alongside financial return. I found the course material consolidated and extended my understanding of many of the impact frameworks, principles and tools available from sourcing a new investment across a range of asset classes all the way through to exit." See what impact you could make on your career. Register today for the Certificate in Impact Investing and take your talent further. #impactinvesting #makeyourimpact

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Purchase our Association Board Survey now! Associations Forum and Governology analysed the results of the 2024 Association Board Survey, conducted annually since 2008, which examines a number of trends in association governance and Board composition. This is the first year in which we have surveyed the UK therefore the report now provides the similarities and differences between associations in both countries. Key findings include: 🔵 The average number of directors is 9, with 16% of organisations in Australia and 19% in the United Kingdom having this number of directors. 🔵 The number of Australian associations where the President/Chair is elected by the Board has increased from 74% in 2023 to 75% in 2024, with the UK average being 70%. 🔵 The average number of Board meetings held over the past year has remained stable in Australia at 6.6 meetings compared to the UK where the average is 5.7 meetings. The Board Survey Report is free for Associations Forum members or can be purchased for $200 (by NFP organisations only). Contact our team at [email protected].

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What is the Meaning of Value? Here is Jamie Jenkins, Director of Policy and Communications, explaining what the second edition of the report is and how it explores what value means to advisers and consumers. You can find the research report on our website today: https://ow.ly/K4YJ50UbzbY

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📢 Access to Finance: Urgent changes needed to support SMEs The latest Commons Treasury Select Committee report paints a concerning picture for the UK's SMEs, which make up 99% of our private sector. With restricted access to funding, high interest rates, and upcoming Basel 3.1 regulations, these businesses are facing significant hurdles. Check out Greg Taylor's recent insight… https://lnkd.in/eNXraA6d Let's champion better access to finance for SMEs! #SMEs #EconomicGrowth #UKBusiness #SupportForSMEs #MHABrokerExcellence

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In a world where large institutions dominate, it’s the boutique firms that often deliver the most personalized and meaningful impact. This brilliant article by Matt McClintock of Bespoke Group- “How Small PMWs and MFOs Can Provide Greater Value than Large Institutions” - beautifully explains why: https://lnkd.in/gdmy_KWb. Key insights that stood out to me: ✅ Tailored services that prioritize your unique goals; not cookie-cutter solutions. ✅ Privacy and discretion, particularly crucial for high-profile individuals. ✅ Deeper relationships that focus on long-term success and legacy. #PrivateOffice #WealthManagement #Athletes

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FUTURE ECONOMY: Investor partnerships are aimed at supporting SMEs that seek support for R&D projects through Innovate UK grant funding and that also seek aligned investment from investor partners. Innovate UK currently has 115 investor partners, who are described in a directory 👉 https://lnkd.in/eaA83Sck The broad theme areas for this Investor partnership are: ▪ net zero ▪ health and wellbeing ▪ next generation digital technologies and technology families Potential SME applicants will be able to apply for grant funding for: ➡ feasibility studies, which can have eligible project costs from £50,000 to £300,000, can last between 6 and 12 months and will have grants of up to 70%, with at least the same amount of aligned investment from or led by an investor partner ➡ industrial research projects, which can have eligible project costs from £100,000 to £1 million, can last between 6 and 15 months and will have grants of up to 70%, with at least the same amount of aligned investment from or led by an investor partner ➡ experimental development projects, which can have eligible project costs from £250,000 to £2 million, can last between 12 and 15 months and will have grants of up to 45% for micro and small businesses or up to 35% for medium sized businesses, with at least twice the amount of aligned investment from or led by an investor partner Competition closes: Wednesday 15 May ❌ More details on how to apply 👉 https://lnkd.in/ebqmReR4 Are you thinking of entering this Investor Partnership but need a helping hand with your application? 💡 Innovaction Global's team is ready to boost your chances of success, get in touch via our website. https://lnkd.in/ewzjEM8w #investorpartnership #futureeconomy #netzero #SME #innovation #innovactionglobal #investment #innovateuk #partnership #economu #grant #privateequity

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We are excited to announce the publication of a case study on behalf of South Yorkshire Pensions Authority. Pensions for Purpose now manages the Supporters, Adopters, and case studies of The Impact Investing Principles for Pensions, as well as reviewing annual evidence from investment consultants and fiduciary managers on their progress. Our case study series showcases best practices and the impact journey of Adopters. This study highlights SYPA’s focus on place-based investing, aligning with the Government’s Levelling-up agenda. They collaborate with advisers to integrate impact into their asset allocation and are piloting place-based reporting. SYPA also partners with Border to Coast and the Local Authority Pension Fund Forum to drive their impact goals, tracking portfolio emissions and conducting scenario analysis to stay on course. We encourage other pension funds to Adopt or Support The Principles. Learn more on our Impact Investing Principles for Pensions page: https://ow.ly/jG4950TSpUk or watch our video on refreshing the Principles to learn how to get involved: https://ow.ly/aiH350TSpUj #ThePrinciples #ImpactInvestment #PensionsforPurpose https://ow.ly/N6XS50TSpUi

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