Baring Asset Management is following Credit Suisse and Threadneedle and raising charges on three funds from 1.25 per cent to 1.5 per cent. The funds are the Japan growth trust, Korea trust and Eastern trust.
Scottish Life has produced a credit card sized leaflet summarising the essential facts on A day for advisers.The guide covers the 10 main areas in pensions legislation facing change at A day, including the statutory lifetime allowance, retirement and death benefits, protection and retirement annuity contracts.The leaflet, which is free, can be ordered through Scottish […]
A combination of economic factors and improved products will see equity-release business continue to grow.
Collegiate Insurance Brokers is teaming up with Selestia and Old Broad Street Research to offer a risk management tool to help IFAs negotiate better PI terms.
A selection of banks and financial institutions might have received a rather surprising email from Lifesearch’s Kevin Carr recently. Carr sent out an email to numerous recipients across the industry, attach- ing a comparison table of product providers’ services. However, he probably should have checked his Wingdings before- hand, as his ticks and crosses came […]
Jacob de Tusch-Lec and James Foster, managers of the Artemis Monthly Distribution Fund, discuss recent developments and how the fund is positioned. See the full discussion here
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A decade ago, I went through the pain of switching utility providers. Deterred by a catalogue of errors, it is only recently, after a house move, that I tried again. I was pleasantly surprised by how easy it was. It has made me think about how complex and expensive it is to switch in financial […]
It has never been more important to encourage saving. But advisers know only too well how challenging the complexities of the UK savings and pensions landscape make it for people. Any trends towards simplification would be welcome, but unfortunately recent developments have moved in the opposite direction. Take Isas, for example. Their simplicity has always […]
The FCA has confirmed it will consider if there needs to be better guidance around when it and the Financial Ombudsman Service can share information ahead of the FOS making its final decision. In a Complaints Commissioner final report, published on its website yesterday, commissioner Antony Townsend invited the FCA and FOS to discuss when […]