Skandia has raised its £848m global dynamic equity fund’s exposure to Japan from a neutral to an overweight position as it expects Japanese firms to benefit from the weakening yen. Portfolio manager Francois Zagame has moved to a 1 per cent overweight position in the fund. He has been adding to Japan since February. Zagame […]
Intelliflo has appointed Kieran McGee to the new role of provider and client consultant. McGee will be responsible for working with providers and on existing integrations with third parties. He returns to Intelliflo after two years with Focus, where he was product manager. Intelliflo head of account management Neil Andrews says: “We are very pleased […]
According to the Pensions Regulator’s annual commentary and analysis report released this month, 785 potential non-compliance cases were referred for investigation, with 23 auto-enrolment compliance notices issued. And they predict that the use of their statutory powers is only going to increase.
A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]