Lucy Macdonald, portfolio manager, The Brunner Investment Trust PLC, discusses the aims and objectives of the trust and how recent political uncertainty has impacted her investment decisions. Lucy also discusses current investment themes, with a spotlight on internet businesses, and explains why investors should consider Brunner.
Seven Investment Management is exploring launching a Sipp on its own platform, Money Marketing can reveal. The business is in the early stages of developing the product and platform head Verona Smith tells Money Marketing a launch is not expected for another 12 months. The business is yet to apply for FCA permissions. However, Smith […]
Demand for pension transfers has reached fever pitch amid growing concerns about how advisers are approaching pension transfer business and how clients are being charged. The insistent client debate has focused attention on a lack of appetite to carry out pension transfers from defined benefit to defined contribution schemes. But on the advice frontline specialist pension […]
The Financial Ombudsman Service has upheld a complaint against Philip J Milton & Company after ruling that advice given in relation to a £50,000 investment portfolio was unsuitable. A couple complained to the FOS after investing in May 2007 on a medium risk basis with the aim of providing an income of £2,000 per year. […]
HMRC has ruled that reliefs given to 1,400 investors were “not allowable deductions”
Investment Insights from Silicon Valley. The latest views from Allianz Global Investors and Walter Price, lead manager at Allianz Technology Trust – August 2016. Click here
- Top trends
- Top trends
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Paul Lewis: Financial advisers and journalists are one and the same
- Who were the winners at the Money Marketing Awards?
- How much are advisers charging for pension transfers?
- Aegon apologises to advisers over Cofunds replatforming
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Consumers spend far more time concerned with their day-to-day banking and budgeting than they do thinking about their long-term savings Aberdeen Standard head of retirement Gregg McClymont’s recent Money Marketing column correctly identifies the challenge of achieving consumer engagement with pensions. A pensions dashboard solely accessible via the single guidance body is doomed to failure even before […]
Newell Palmer has bought Macclesfield IFA The Acumen Investment Partnership, its 50th acquisition since being set up 25 years ago. The deal adds £35m in funds under management. Acumen’s 119 clients will be serviced by advisers at Newell Palmer’s Wolverhampton office. Acumen senior partner Nick Cosby is retiring from the business. Newell Palmer finance director Kevin […]
With nearly a year and a half still to go until the FCA’s deadline, fund groups are already lining up how they will deliver the prescribed value statements to clients. As part of its asset management market study earlier this year, the FCA imposed a new requirement on asset managers to review and document to […]