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Compliance tip: How to deal with regulatory change

Regulatory change can leave firms struggling to keep pace and maintain effective compliance. To ensure a successful and sustainable response to regulatory change, firms should consider the following areas. Culture Culture is the foundation of any business and if a firm’s culture is not sufficiently client-focused it will be unable to consistently deliver the right […]

Paul Johnson, Institute Fiscal Studies
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IFS director: Inheritance increasingly determines wealth in UK

A person’s lifetime wealth is increasingly defined by how much they inherit from their family, says The Institute of Fiscal Studies director Paul Johnson. Johnson believes inheritance in determining an individual’s life chances is probably at its highest since Victorian times. Speaking at an event run by Seven Investment Management, Johnson argued this will have […]

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FOS penalises Intrinsic over Sipp transfer to Harlequin

The Financial Ombudsman Service has ruled against Intrinsic Financial Planning over a client who switched his personal pension to a self-invested personal pension in order to invest in Harlequin. Mr A complains that he received unsuitable advice from an appointed representative of Intrinsic to switch his personal pension to a Sipp. When the transfer was […]

Lucy Brown: Finding the right balance with protection flexibility

While providers should be applauded for innovation and flexibility, more choice can mean more complexity Innovation around the provision of protection products and processes has long been called for to enable us to appeal to a wider audience. With this in mind, it is great to see improvements in both critical illness and income protection […]

Large-cap growth alpha thesis: seeking risk-adjusted excess returns

Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]

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