The Retirement Strategy data pages are designed to offer a wide ranging view of the current annuity rates being offered from providers including impaired, flexible and asset-backed annuity options. The pages also put current rates into historical context, offer the latest annuity best-buy tables and give a general overview of the type of products each provider currently offers.
E.surv Chartered Surveyors has launched a register which collects valuation data on over 90 per cent of all new build developments in the UK in a bid to help lenders manage exposure when lending against these types of properties. The database identifies new build developments across the country and the proportion of loans held by […]
The Aggressive index offers Adviser Fund Index panellists the greatest opportunity to express their sentiment towards global markets. Overall changes to the portfolio in the May rebalancing were relatively modest, considering concern over the global recovery. For some, the general gloom was a sign to stick by their convictions. “I was pretty happy with where […]
Three out of 10 funds in IMA sectors hold less than £30m in assets, the level that most managers regard as the minimum for the average economical fund. A total of 733 out of the overall 2,450 funds fall below the £30m level but the firm says the overall figure is probably bigger as many […]
By Mark Martin & Holly Cassell, Neptune Mark Martin and Holly Cassell highlight three high-conviction holdings in the Neptune UK Mid Cap Fund that they believe are well positioned to benefit from Brexit. Read more Important information Investment risks Neptune funds may have a high historic volatility rating and past performance is not a guide […]
Embattled asset manager GAM has announced a “comprehensive restructuring programme” this morning in the wake of poor anticipated results. The manager hit headlines in August when it was forced to liquidate the fund range of investment director Tim Haywood after an internal investigation uncovered issues with his risk management procedures and record keeping. This morning, […]
Next year is set to be one of challenge and change for the advice profession, but also one of opportunity, as the UK plots an uncharted journey outside the economic boundaries of the EU and planning businesses continue to adapt to evolving regulation. The past 12 months have seen advisers work to meet new European […]
The FCA has today proposed changes that would help unlock patient capital – investment seeking long-term returns, such as venture capital or infrastructure – through unit-linked funds to retail investors. The regulator has also published a discussion paper on the effect of the existing UK framework on investments in patient capital. As part of this year’s budget, chancellor […]