Fidelity’s Philalithis ramps up cash and eyes European equities

Despite the turmoil that gripped markets late last year, Fidelity’s Eugene Philalithis says “the toughest month” is likely to be February and he is gradually increasing cash to protect capital. The manager of the £138m Multi Asset Income fund points to negative sentiment following the Bank of Japan’s decision to introduce sub-zero interest rates as a key […]

Financial advice-planning-advice-cashflow-analysis

FAMR urges Govt to redraw workplace advice

Strict tax rules around providing access to advice through employers needs to be redrawn, the FCA says. As reported earlier by Money Marketing, as part of the final report of the Financial Advice Market Review, the regulator recommends the Government should ater the current £150 tax exemption to “provide employers with an easy way to […]


Consumer Panel sets out pension fund reporting standards

The Financial Services Consumer Panel has published a new standard for reporting pension fund charges that it says is quicker and easier to introduce than impending European rules. Providers and asset managers are under growing pressure to boost transparency as result of Mifid II, Priips and the creation of Independent Governance Committees for workplace pensions. The […]

Image courtesy of Stuart Miles at

Pension freedom: wish you were here?

Out there lies a warm ocean of desert islands, sun, sand and palm trees, where individuals can choose how and when to tax-efficiently access their pension fund and realise the retirement dreams they have worked so hard for.


News and expert analysis straight to your inbox

Sign up


    Leave a comment