View more on these topics

BFS brings clarity to split caps

BFS Investments has updated the literature and statistics on its IFA website, to bring enhanced clarity to their range of split-capital investment trusts.

The website will now include further details of trust holdings, as well as a breakdown of cross-holdings in other splits.

BFS director of retail products Nigel Sidebottom says: “Our aim is to develop the IFA website to deliver an invaluable service. Other additions in the pipeline include allowing IFAs to view client valuations online. We&#39re actively encouraging IFAs to give us feedback on any other features that they would find useful.”

Recommended

Part-time pensioners

Much of the discussion about retirement is framed in a rather gloomy way. For example, one problem is that the period of retirement for many people is getting steadily longer.A longer period after work does pose challenges for the individual. All other things being equal, someone aiming at a given income for a longer period […]

Thrown into relief

In recent weeks, I have been looking at the deeper tax implications of commission rebates, cashbacks and discounts.As those of you who have been following this analysis will have discovered, the basic rules are not that difficult and are largely common sense. Ordinary retail customers are not usually assessable on any benefit they receive as […]

The Quay to success

As the managing director of a technology company, you might think I am IT-literate but it was not until I joined the commercial world of technology that I started to appreciate that just because I can find my way around a piece of software, it does not mean I am using it to its fullest […]

ScotEq urging IFAs to target stakeholders for children

Scottish Equitable is urging IFAs not to miss out on the first stakeholder season for high-net-worth clients buying policies for spouses and children.It argues that many high-net-worth individuals who already have maximum pension provision are starting to see pensions in the same way as the annual Isa allowance.The company considers that IFA clients understand that […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment