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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?

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The benefits of small pot withdrawals

18 December 2014

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

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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.

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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

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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.

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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)

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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)

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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.

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Avoiding the auto-enrol fallout

9 December 2014

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

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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

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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 

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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.

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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

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Richard Verdin: Be your own disruptive innovators

28 November 2014

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

Comments (1)

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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

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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?

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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

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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)

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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

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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

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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)

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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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How important is yield when it comes to investment trusts?

13 November 2014 | By Sam Macdonald

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?

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Paul Kennedy: CGT and the platform sunset clause

6 November 2014

With just over a year to go until the transition, it is worth taking stock of the rules around taxation

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Mortgage lenders stand firm on controversial pensions stance

6 November 2014 | By Tessa Norman

Lenders have no plans to change policy on pension contributions despite warning

Comments (12)

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Asset allocation: ECB fiscal stimulus proves timely for PSigma's Becket

6 November 2014 | By Sam Macdonald

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.

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Fear of 'lost generation' sparks calls for risk-targeted fund sector

6 November 2014 | By Michael Berry

Risk-rated and risk-targeted funds differ greatly despite their similar ring – even within each side of the debate

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Tony Wickenden: Take control of clients' IHT fears

3 November 2014

Trusts are just one answer for IHT clients who do not want to lose control of or access to capital.

Comments (9)

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Brokers attack 'back of an envelope' Labour mansion tax plans

31 October 2014 | By Devraj Ray

Brokers have slammed the Labour Party after it revealed its proposed mansion tax last week.

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Ethical investment reaches out to a wider audience

30 October 2014 | By Amanda Newman Smith

Is the Good Money Week rebrand reflecting a broader trend?

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Asset allocation: Threadneedle bets on Australian bonds to offset China fall

30 October 2014 | By Michael Berry

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.

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Stephanie Flanders: The long and difficult road to turn Europe around

30 October 2014

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.

Comments (1)

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Asset allocation: Why Montage is sticking with the US, for now

28 October 2014 | By Sam Macdonald

Montage Portfolio Management managing director and portfolio manager Peter Montague says he still sees value in US markets

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Is it time for major reform to how we tax property?

23 October 2014 | By Samuel Dale

Political parties are considering big reforms of stamp duty and wealth taxes.

Comments (3)

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Japan's corporates buck the trend

23 October 2014 | By Pamela Morris

Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data

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Does charity begin at donor-advised funds?

23 October 2014 | By Amanda Newman Smith

Donor-advised funds are big in the US but relatively new to the UK

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What's standing in the way of the business financial planning exam?

22 October 2014 | By Amanda Newman Smith

Is the AF2 business financial planning exam more relevant to advisers than they think?

Comments (8)

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FCA: What we are doing to prevent future fund collapses

21 October 2014

Our new cradle-to-grave fund supervision team will help us spot risks earlier.

Comments (5)

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