As anyone involved in the financial planning sector will know only too well, nervousness over investing, a desire to retain access to liquidity and a general feeling of uncertainty over what the future holds, all have a huge influence in decision-making.
Investors are braced for the global downturn to last another two to five years, according to a survey by F&C.On March 6 the group surveyed 786 self-directed private investors in investment trusts. The responses showed almost nine out of 10 investors expect a recovery in the global economy and financial markets in the next five […]
Richard Hulf explains how he and John Dodd have positioned the Artemis Global Energy Fund and where they are finding opportunities. Richard explains how he and John are changing the complexion of the fund to focus on the most efficient oil producers. As he tells journalist Alexis Xydias, in this environment of lower prices, he […]
The Association of British Insurers and National Employment Savings Trust have joined forces to put pressure on the government to advance the pension dashboard project. ABI and Nest have formed a “formal partnership on “shared strategies goals”. The new partners had consulted before on issues, that concerned them both. ABI communication director Dominic Stannard says: “They […]
A pension transfer specialist which came under scrutiny for its outsourcing model is now making a bid for the transfer business of advice firms unwilling to take the risk on themselves. Clients would generally be referred to Tideway’s defined benefit to defined contribution pension transfer service before returning to the referring advice firm for follow-up […]
London-based Onvestor, the appointed representative of Basi & Basi, has added two adviser firms to its referral service launched earlier this year. Shropshire-based Midland Financial Advisers and Assured Financial Planning in Harrogate now both have the ability to refer their clients who they consider are no longer viable to support while ensuring they continue to […]