Insurance companies, Sipp providers and investment managers will be chasing the same money from April. But what’s in it for the consumer?
A small pot withdrawal preserves a greater level of tax planning opportunities
The Premier Multi-Asset Monthly Income fund is underweight US equities and missed this year’s long duration trade, but it has trebled in size this year.
You have to look sufficiently long term to be able to see your strategies come to fruition
The big challenge will be not paying too much for yield.
Support services firm Aim Two Three is helping advisers drill down into the discretionary fund management market
A ‘new way’ for advisers to receive payments from life companies without triggering a surrender is not all it seems
But is transparency only a problem for the non-advised market?
The Autumn Statement has closed off the final loophole enabling investment in subsidised renewables within a tax shelter like EIS or VCT.
Certain aspects need serious consideration as we look to 2015 and beyond
Investors would be better off in the lesser-known trusts run by certain high profile open-ended fund managers
Close Brothers Asset Management’s Self-Directed Service is well positioned for the long and winding consumer journey
Whitechurch Securities has battened down the hatches on its Income & Growth portfolio to protect against the volatility surges it expects will continue.
Income-seeking investors would do well to look at the alternative plays on offer in the investment companies space
The protection industry is at the mercy of its own complacency.
Tax on charges for initial advice when setting up a trust can be a complicated business
Soft compulsion could boost income protection take-up and cut costs to the welfare state. But is it viable?
Investors hunting for high-yield income while avoiding capital loss from rising interest rates have two recent launches to mull over
It is important to consider the tax consequences where a provider pays an adviser on the client’s behalf
With UK equities currently making up 38 per cent of the portfolio, Charles Stanley says its high-conviction approach of 15 UK stocks puts importance on each stock’s performance
The lessons to be learned from the regulator’s recent decisions on inducements
Is self-employment the way to bring more women into financial services?
With great responsibility comes the need for collaboration
Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom
Last week Oriel Securities published its list of the top 20 investment trusts with a dividend yield in excess of 4 per cent – but how important is yield to advisers?
With just over a year to go until the transition, it is worth taking stock of the rules around taxation
Lenders have no plans to change policy on pension contributions despite warning
Psigma says the falling valuations in the Eurozone have presented it with a fantastic opportunity as most others shy away from the region’s assets.
Risk-rated and risk-targeted funds differ greatly despite their similar ring – even within each side of the debate
Trusts are just one answer for IHT clients who do not want to lose control of or access to capital.
Brokers have slammed the Labour Party after it revealed its proposed mansion tax last week.
Is the Good Money Week rebrand reflecting a broader trend?
A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.
In the coming weeks there are several factors which could help turn European sentiment and convince investors that Europe is moving in the right direction.
Montage Portfolio Management managing director and portfolio manager Peter Montague says he still sees value in US markets
Political parties are considering big reforms of stamp duty and wealth taxes.
Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data
Donor-advised funds are big in the US but relatively new to the UK
Is the AF2 business financial planning exam more relevant to advisers than they think?
Our new cradle-to-grave fund supervision team will help us spot risks earlier.