A team of 12 Burns-Anderson colleagues reached new heights on their expedition on the Three Peaks Challenge.They raised more than 2,000 for Hop, Skip and Jump, the Bristol-based charity which provides play facilities for children with terminal and life threatening illnesses. The group battled with Scotland’s Ben Nevis, England’s Scafell Pike and Welsh mountain Snowdon in a gruelling 26 hours – just exceeding the target of 24 hours.
The new 40 per cent tax break for buy-to-let landlords has, not surprisingly, attracted more media attention than any other pension policy for quite some time.
With the resurgence of the markets, it would be reasonable to expect MVAs levied on with-profit bonds to be shrinking rapidly. Alas, this does not seem to be the case and I have seen some MVAs increase this year. Add to this calls from the press for a with-profits bond sales review and encouraging readers […]
Standard Life is to target IFAs with an online banner campaign encouraging them to use online aggregation services that can collate valuations on clients complete portfolios instantly.
Whenever there is extensive pension transfer activity, the “c” word will inevitably be mentioned sooner or later and debate can quickly become emotive and personalised. But it is helpful to have informed discussion about which transfers are appropriate and which could be construed as churning.
Loomis Sayles Senior Equity Strategist, Richard Skaggs, discusses what the key takeaways were for global markets during Q2 2016 and also talks about what may lie ahead for the second half of 2016. Click here for full article: Loomis Whitepaper
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The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]