Ten discretionary managers available from April
Bank of England executive director Paul Fisher defended the “free flowing” MPC discussions.
The Bank of England suspended a staff member last week over allegations they condoned rate rigging.
Licencing deal will see members given access to Prestwood Truth software.
Euan Sutherland says changes cannot be enforced without better governance.
Labour says it would raise up to £1.3bn from cutting the top rate of pensions tax relief.
Market study suggests business lending remains concentrated among small number of major banks.
Global strategy director Ted Scott has left F&C Investments after three decades with the company.
Bank of England governor Mark Carney came under fire over his “fuzzy guidance” policy.
Old Mutual Global Investors subsidiary Skandia has developed an internal fund that will allow UK investors to hold the capital-at-risk investment in an offshore bond wrapper.
Crucial case management conference scheduled for this month likely to be delayed.
Gross advances reach highest total since 2008.
Regulator has proposed a ban on pre-ticked boxes and wil require firms to publish claims ratios to highlight low value products.
Close Brothers reported a pre-tax operating profit of £94.8m in the six months to 31 January 2014.
Euan Sutherland joined the firm in May 2013.
Ensuring employees are clear where and when intellectual property rights apply can help prevent costly litigation when advisers leave a firm
The question: Smith Jones Financial Planning is reviewing its processes and advice standards for deciding its clients’ risk profiles and the resulting asset allocations for clients’ investment portfolios. Smith Jones, like many firms, has made a lot ...
Experts say new European rules on fund manager pay do little to add to current UK regulation
The third annual Money Marketing equity income dividend report shows investors looking for income need to look further than the total return
The best global equity income funds are lagging their UK counterparts in terms of the level of income paid out to investors
Mark Barnett, Neil Woodford’s successor at Invesco Perpetual, has a worse record for income paid out than his predecessor
Brokers say the regulatory clampdown on interest-only mortgages has gone too far
Cazalet Consulting chief executive Ned Cazalet examines the potential weak points in the current platform market.
Capital adequacy rules and a lack of appetite for non-standard investments amongst the big life companies mean true Sipps are becoming scarce, says Central Tax and Trustees managing director Ian Smith.
Recent legislation changes have reduced trusts ability to offset IHT but they have far more to offer for financial planning.
With the end of 2013/14 tax year just over a month away, Technical Connection looks at the tax planning steps that advisers and their clients should be reviewing.
Clients expect advisers to reduce their tax liabilities where possible but the Government is becoming increasing tough on stamping out tax avoidance.
Getting clients involved in the financial planning process helps to cement the relationship with their adviser by making them feel part of the process
Firms acting as ‘introducers’ are able to promote unregulated investments without any regard to the suitability of an investment
Advisers need to change the protection conversation away from insuring things like mortgages to covering clients and their family’s lifestyles
Fund managers need to ensure they get best value when spending clients’ money but we need a reasoned debate on the best method of paying for investment research
The UK could be the world leader in financial technology but a change in attitude from the Financial Ombudsman Service is needed
Yesterday’s cases should not be judged by today’s standards.
Corporate cultures won’t change in financial services unless CEOs and Boards are forced to do it.
Labour and the Liberal Democrats could end up in coalition after the next general election.
“Saving more tomorrow” is a great concept but doing it now is even better.
Although risk is essential to getting decent investment returns, to be able to function under current regulations you need to go as heavy on client risk warnings as you can
Investors must have a “Minimum Acceptable Return” otherwise taking on risk is pointless. MAR is the client’s critical target requirement, plus inflation, plus TCO.
Old Mutual Wealth’s acquisition of 3,000-adviser firm Intrinsic is a significant move
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F&TRC says complexity around auto-enrolment likely to be exacerbated as smaller firms hit their staging dates.
Regulator publishes findings of review into platform’s readiness for new rules.
Money Marketing spoke to a number of pension experts who joined us for our recent sell-out auto-enrolment invitational events across the country.
Head of policy Darren Philp discusses the seriousness of the looming capacity crunch, the importance of scheme governance and at-retirement innovation.
In case you missed it...
Plans will see further jobs cut within Zurich’s UK operation.
The Mortgage Processing Centre will be available to ARs of First Complete, Pink, estate agency advisers in Reeds Rains and Your Move as well as DAs in both TMA and the Pink Club.
Accountancy trade body ACCA has joined RICS in calling for Chancellor Osborne to reform stamp duty rules.
Ellis joins as global head of client segments.