Apfa has failed to submit a request to the National Audit Office to review the costs of the Financial Services Compensation Scheme, despite publicly calling for it almost two months ago. In February, Apfa published a press release calling on the NAO to conduct a value for money audit on the FSCS’s strategic projects. The […]
Advisers must explain how ‘mortality drag’ means funds in drawdown must produce increasingly higher returns to match an annuity, a report claims. The paper, written by Retirement Intelligence director Billy Burrows for Partnership, warns that the “invisible force” of mortality drag means drawdown becomes less attractive relative to an annuity as a customer ages. Mortality […]
One of the big headline grabbers from last month’s Budget was the Help to Buy Isa. Like pension freedom, a superficially easy concept to present and understand. Also like pension freedom, however, there is a little bit more detail to get to grips with. The most obviously available further information on the Help to Buy […]
Record new money in March has helped push Axa Elevate’s funds under management to £10bn, Axa Wealth’s quarterly results show. The platform saw £534m of new assets in the first quarter of 2015, with funds under management rising 26 per cent year-on-year, from £7.9bn in 2014 to £10bn. An 8 per cent increase in pension […]
Head of the Portfolio Research and Consulting Group, James Beaumont says his group is dedicated to providing a bespoke service and an analytical review of model portfolios.
- Top trends
- Top trends
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