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Rock Caspar Architas 2014

Asset Allocation: Caspar Rock on how duration call boosted performance

22 January 2015 | By Michael Berry

The Architas Multi-Asset Active Intermediate Income fund beat its benchmark last year by being “less wrong” on the duration trade, manager Caspar Rock says.


Why the sudden rush of long-term fixed rate mortgage deals?

22 January 2015 | By Devraj Ray

Industry experts say a combination of lower funding costs and regulatory restrictions have led to a surge in the number of 10-year fixed rate deals.


Phil Billingham: Time to check your vision

22 January 2015

Does your vision of your company match with that of your staff and clients?


Getting to grips with the new guidance qualification

22 January 2015 | By Amanda Newman Smith

The Certificate in Pension Scheme Member Guidance was designed for administrators but could also be useful for paraplanners and advisers.

Comments (1)


Ian McKenna: Does Intelliflo overhaul mark the technology tipping point?

21 January 2015

Intelliflo appears to have cracked the issue of how to deliver digital relationships that complement traditional services.

Comments (3)

Claire Trott Talbot & Muir

Claire Trott: The key pension dilemmas ahead of April

20 January 2015

The countdown is on to the implementation of the new pension freedoms.


Mark Barnett: Dividends' show of strength

19 January 2015

Delivering consistent dividend growth can underpin a company’s share price throughout times of wider market volatility.


Chris Hannant: Will Budget reforms boost retirement engagement?

19 January 2015

There will be reasons for both optimism and concern this year.

Comments (1)

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How to deal with FCA compliance guarantees

16 January 2015

How should firms deal with a request and the potential consequences?

Comments (3)


Does rising proc fee chasm create mortgage misselling risk?

15 January 2015 | By Devraj Ray

Experts have raised the alarm over the widening gap between lenders’ procuration fees after the FCA warned it could intervene in the market.

Comments (3)


Richard Leeson: Getting it right on compliant EIS advice

13 January 2015

At first glance, enterprise investment schemes seem a nightmare for the small IFA.

Comments (11)


Danby Bloch: Getting it right on management information

8 January 2015

The introduction of adviser charging has changed the way important data should be collected.


Can advisers rise from the ashes of trail blaze?

8 January 2015 | By Amanda Newman Smith

Losing trail commission could have far-reaching consequences for small advice firms and their clients.

Comments (3)

Brookes Marcus Schroders

Asset Allocation: Cash is king for Schroders' Brookes

8 January 2015 | By Philip Scott

The manager of the group’s £1.43bn MM Diversity fund has been battening down the hatches by slashing his equity exposure.

Comments (1)


Can India maintain status as leading emerging market?

8 January 2015 | By Adam Lewis

In a year when attention shifted back towards emerging markets it was India that led the way.

Comments (1)


Will rising SVRs end the remortgage slump?

24 December 2014 | By Devraj Ray

Brokers argue increases in standard variable rates in recent years could stimulate the remortgage market.


How will competition in the pensions market benefit consumers?

18 December 2014

Insurance companies, Sipp providers and investment managers will be chasing the same money from April. But what’s in it for the consumer?

Comments (1)


The benefits of small pot withdrawals

18 December 2014

A small pot withdrawal preserves a greater level of tax planning opportunities


Asset allocation: US snub proves no barrier to Premier outperformance

18 December 2014 | By Michael Berry

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.


Simon Collins: Challenging the status quo

18 December 2014

You have to look sufficiently long term to be able to see your strategies come to fruition


Investors to step up hunt for income in 2015

18 December 2014 | By Philip Scott

The big challenge will be not paying too much for yield.


How to approach DFM due diligence

17 December 2014 | By Amanda Newman Smith

Support services firm Aim Two Three is helping advisers drill down into the discretionary fund management market

Comments (3)


Tony Wickenden: Too good to be true?

11 December 2014

A ‘new way’ for advisers to receive payments from life companies without triggering a surrender is not all it seems

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CML and Which? look to diffuse mortgage fees 'minefield'

11 December 2014 | By Tessa Norman

But is transparency only a problem for the non-advised market? 

Comments (5)


Will Govt crackdown spark last minute renewables surge?

11 December 2014 | By Sam Macdonald

The Autumn Statement has closed off the final loophole enabling investment in subsidised renewables within a tax shelter like EIS or VCT.


Avoiding the auto-enrol fallout

9 December 2014

Certain aspects need serious consideration as we look to 2015 and beyond


Are you accessing star managers in the most efficient way?

9 December 2014

Investors would be better off in the lesser-known trusts run by certain high profile open-ended fund managers


The Platforum on Close Brothers: D2C takes centre stage

4 December 2014

Close Brothers Asset Management’s Self-Directed Service is well positioned for the long and winding consumer journey 


Asset allocation: Whitechurch Securities diversifies to fight volatility

3 December 2014 | By Michael Berry

Whitechurch Securities has battened down the hatches on its Income & Growth portfolio to protect against the volatility surges it expects will continue.


The alternative plays in investment trusts

2 December 2014

Income-seeking investors would do well to look at the alternative plays on offer in the investment companies space


Richard Verdin: Be your own disruptive innovators

28 November 2014

The protection industry is at the mercy of its own complacency.

Comments (1)


Tony Wickenden: Should the settlor settle up?

28 November 2014

Tax on charges for initial advice when setting up a trust can be a complicated business


What can Aussie and Dutch markets teach us about auto-enrol IP?

27 November 2014 | By Amanda Newman Smith

Soft compulsion could boost income protection take-up and cut costs to the welfare state. But is it viable?


Funds map differing routes to mitigate interest-rate risk

25 November 2014 | By Michael Berry

Investors hunting for high-yield income while avoiding capital loss from rising interest rates have two recent launches to mull over


Tony Wickenden: The tax issues when providers collect advice fees

20 November 2014

It is important to consider the tax consequences where a provider pays an adviser on the client’s behalf

Comments (2)


Asset allocation: Charles Stanley sticks with UK but shies from retail

20 November 2014 | By Sam Macdonald

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


Alan Hughes: The lessons to be learned from Sesame 'pay to play' fine

20 November 2014

The lessons to be learned from the regulator’s recent decisions on inducements


Bridging the gender gap

20 November 2014 | By Amanda Newman Smith

Is self-employment the way to bring more women into financial services?

Comments (3)


Tony Mudd: Long-term care requires joined-up thinking

20 November 2014

With great responsibility comes the need for collaboration

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The raft of options in brave new pensions world

13 November 2014 | By Amanda Newman Smith

Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom

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