Recommended

Andrew-Bailey-Conference-Alt-2013-700x450.jpg
10

FCA chief: Savers can use homes to fund their pension

FCA chief executive Andrew Bailey says consumers can use their homes flexibly to fund retirement income, rather than saving for both property and a pension at the same time. Speaking today at the Pensions and Savings Symposium in Gleneagles, Bailey warned of the challenges facing retirement savers in the current low-interest rate, low growth environment. […]

Columbia Threadneedle on political flashpoints and Brexit’s unexpected casualties

Columbia Threadneedle portfolio manager Maya Bhandari does not think the effects of Brexit have materialised yet. The Dynamic Real Return fund she works on as deputy manager, alongside lead manager Toby Nangle, saw a number of changes before and after Brexit vote and now it is seeking opportunities in Europe, in particular in equities and high yield, says […]

Payment-Fine-Currency-Money-700.jpg
14

FoI reveals extent of FOS Ucis complaints

The Financial Ombudsman Service has received more than 1,500 complaints about unregulated collective investment schemes since new rules were introduced by the FCA in 2014. Figures obtained by Money Marketing through a Freedom of Information request show the FOS has received 1,532 complaints about Ucis products since 1 January 2014, and 61 per cent of those […]

Stockmarket-Stock-Market-FTSE-Performance-700x450.jpg
1

Funds with performance fees under fire

Funds that charge performance fees have come in for criticism after it has emerged they are failing to beat trackers and underperform funds without performance fees. The Financial Times reports research from Architas which found out of 121 UK funds with performance fees, 97 per cent failed to beat a passive fund tracking the MSCI […]

Help, I’ve been appointed as a trustee. What are my responsibilities?

Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment