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Architas offers a new charging option

Architas has introduced a new charging option on its range of risk-rated passive investment funds to benefit longer-term investors.

A new share class gives retail and institutional investors in the range the option of paying a 2 per cent upfront fee on their investment in order to receive an annual management charge of 0 per cent. The asset manager says this option will deliver an ongoing saving for investors who hold one of the funds for more than four-and-a-half years.

The share class will still feature a charge for some ongoing costs for underlying funds and administration, which is capped at 0.2 per cent.

The new share class will be made available on Axa Wealth’s Elevate platform and Cofunds’ institutional platform.

The firm says it is in discussions with several other platforms.

Consilium Financial Planning managing director Kevin Morgan says: “This is a positive move as the focus is on transparency.”


Rathbones’ Coombs makes first allocation to India

Rathbones head of multi-manager investments David Coombs has made his first allocation India as he feels the country stands to benefit from the energy revolution in the US. Coombs made an initial allocation of 2 per cent in the £7m Rathbone Enhanced Growth fund by buying into the £492.3m JP Morgan Indian investment trust at a discount […]

Billy Burrows: Rowing into the new world of annuity broking

As our business grows, my responsibilities change and I spend less time talking to clients and more time on marketing and distribution.  However, last Monday was revealing as I answered a number of telephone enquiries because we were short-staffed. I keep telling people I would not believe what is happening at the sharp end of […]

Cass Business School: Misselling fears stop auto-enrolment extension to low earners

Cass Business School professor David Blake says the Government fears a misselling scandal if it extends auto-enrolment to include all lower earners. Speaking at a Strategic Society Centre debate on pensions contributions today, Trade Union Congress pensions policy officer Helen Nadin re-iterated calls to widen auto-enrolment qualifying and earnings bands to take contributions from the first […]


MM profile: Michael Ward on letting technology take the strain

Building financial services firms that are based on technology seems almost inevitable for founder and managing director Michael Ward. When he was growing up his father, a barrister, was vocal about the benefits of self-employment so when the opportunity arose to be his own boss at the age of 25, with four years’ financial […]

Stop the cold-calling

Royal London is pleased to support the petition calling for a ban on cold-calling for pension and investment products. The petition, launched by IFA Darren Cooke of Red Circle Financial Planning and hosted on the Parliamentary website, calls on the Government to ban cold-calling for pensions and investment products. A similar ban is already in force […]


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