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Tony Wickenden: Pensions pass the tax test

I started my look at “new world” retirement income planning last week. I referenced in that article the importance of taking a wide ranging “all assets” approach to designing a tax efficient strategy to anticipate and deal with the following risks: volatility, inflation, legacy and flexibility. It seems a multi-faceted solution is becoming the strategy […]

My three big calls: Rathbone’s Mona Shah

Long/short funds Developed market equities have been driven higher and higher by quantitative easing over the past few years. However, we think the beta wave has finished now: alpha will deliver the returns going forward. Unconstrained long-short funds, in particular, are starting to look increasingly interesting. They can be more tactical as the performance of […]

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Steve Owen: Transparency is not always simple

The intention of the FCA’s platform charging rules was to make the way investors pay for platforms explicit and more transparent. At the time, the regulator said the new rules were designed to remove fund manager bias and “allow both investors and advisers to compare the costs of investing through different platforms and make an […]

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Advisers slam Now: Pensions over £500 employer exit fee

Automatic enrolment provider Now: Pensions has come under fire for hitting employers with an exit fee if they choose to switch to a different scheme within two years. Under scheme rules in place since it launched in 2012, employers who decide to switch provider within the first 24 months have to pay a fine depending […]

Lessons to be learnt

DFM masterclass: markets, strategy and asset allocation

Watch Nick Georgiadis, Head of DFM, discuss asset allocation and investment strategy on Asset TV’s DFM masterclass. In this masterclass on discretionary fund management, a panel of industry experts discuss their views on the current market, inflation figures, investment strategies, asset allocation and what they will be focusing on when managing portfolios over the next […]

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