Transact boss heralds ‘solid’ performance

Platform Transact has reported a 7.2 per cent increase in funds under direction over the third quarter to £31.8bn. The growth represented a 14.2 per cent increase over the year end. At the start of the quarter, funds under direction were £27.7bn. The update, reported by Transact’s parent Integrafin Holdings, shows net flows in the […]


How bond investors can exploit news-driven market dislocations

Long-term investors can sidestep the impact of short-lived news flow and steer portfolios through this shift in monetary policy Global central banks, led by the US Federal Reserve, have taken the initial steps along the path of monetary policy normalisation by scaling back quantitative easing programmes and raising base interest rates. As the period in […]

business property relief

Tony Wickenden: Creating justifiable anxiety in higher-earning clients

Value lies in helping clients recognise threats and opportunities, then how to avoid or exploit them If you believe the future for face-to-face advice is centred on more complex challenges requiring expertise not generally available (or “Googleable”), then it will follow that the market for that advice will predominantly comprise higher and additional rate taxpayers. […]

Desert island reading: An investment team’s perspective

As investors head off for their holidays, our team recommends beach reads to help you reframe the uncertain global environment and look at today’s problems in new ways. We hope there’s a title for every taste, covering topics including investment, leadership, technology, economics, the lessons of history and sport. We hope you enjoy our selection.

Colin Simmons

Blending solutions to provide more income stability

Colin Simmons, Prudential Business Development Manager, writes about greater income stability through blending solutions with a Prudential Trustee Investment Plan (TIP). With the introduction of Pensions Freedom and choice, more advisers have been focusing on, and recommending income drawdown products for retirees. However,  the flexibility provided by no limits for drawdown income creates a problem […]


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