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FOS penalises adviser over Harlequin Sipp property investment

The Financial Ombudsman Service has told Kingswood Financial Advisors to compensate a client over a Sipp investment in an unregulated Harlequin property fund. The case concerns Mr B’s complaints about the advice he received regarding two unregulated investments: one into a Harlequin property fund and the other into Green Oil. The ombudsman’s ruling relates to […]

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Should you sell your firm to your own staff?

As the advice profession looks to the future of its businesses, IFAs are considering selling to their own staff as a way out of the succession dilemma. There are a whole host of options for passing on firms, from family succession planning, selling to a major network, consolidating with another IFA, or handing a firm […]

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HMRC takes down flawed pension tax calculator

HM Revenue and Customs has taken down its online tax calculator which had displayed wrong information about the amount of money that could be put into pensions. Royal London flagged the faulty tax calculator earlier this week, noting stories from one customer who has been led to believe he was limited to £10,000 in pension contributions […]

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Legal and General to target gender gaps with shareholder votes

Legal and General Investment Management will use its shareholder power to target firms with poor records on gender balance. LGIM has already begun voting against all-male boards in the US, but will now take on the chairs of Ftse 350 companies in their 2018 annual general meetings if less than a quarter of their board […]

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Can emerging markets keep up the pace?

Emerging markets have dramatically upstaged developed markets over the past year, and Neptune’s emerging market range has outperformed across the board. A year after it troughed, what is the outlook for the asset class? Read more here Important information Investment risks Neptune funds may have a high historic volatility rating and past performance is not […]

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