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 […]
Jane Smith Financial Planning director on managing her goals and developing a guidance service for clients Financial planners help clients achieve what they want from life and adapt the course of that journey when necessary. But how often do they follow their own advice when it comes to their business and personal objectives? Jane Smith […]
Openwork has announced it has developed its own lifetime mortgage product, and that it is now available through a pilot scheme. The financial advice network details that its monthly income drawdown offering is available through an exclusive partnership with Canada Life, which bought Retirement Advantage in January last year. It says the product has been designed […]
Zurich has added a junior Isa and pension to its platform as part of a wider ‘cradle to grave’ intergenerational planning solution. The Isa can be opened on behalf of a child while a junior retirement account option allows guardians and parents to contribute up to the £2,880 annual limit yearly. Charges for the products […]