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The lure of SJP

As competition for good advisers continues apace, one firm in particular is having little trouble bolstering its ranks: St James’ Place (SJP). Last month, the advice giant revealed it had increased its qualified adviser numbers by 246 in the 12 months to 31 December 2017. This was of little surprise to many in the wider […]

10

British Steel adviser explains ongoing charges calculation to MPs

Active Wealth director Darren Reynolds has emphasised that ongoing adviser charges for British Steel clients have not been calculated as a percentage of their funds. In a letter addressed to work and pensions select committee chairman and MP Frank Field, Reynolds reveals more details about the way approximately 300 British Steel clients were advised by […]

Retirement Advantage: ‘Ambitious plans’ to develop annuity within drawdown wrapper

Retirement Advantage has said it remains committed to the annuities market after being acquired by Canada Life last year. Retirement Advantage offers both a standalone annuity and an annuity within a drawdown wrapper. Canada Life also offers standalone annuities, so Retirement Advantage has decided to withdraw its own standalone product. This had led to confusion […]

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4

Platforms accused of ignoring data under Mifid II rules

Platforms have been accused of ignoring fund manager data when disclosing fund fees in line with new European regulation. Mifid II, introduced on 3 January, requires investment managers to disclose transaction costs as a separate figure from the ongoing charges. Advisers must also report all of those costs to their clients. However, advisers tell Money […]

Investment

Credit market outlook 2018

Credit is a building block of many portfolios, and has achieved strong returns in recent years. As 2017 draws to a close, Jonathan Platt, Head of Fixed Income at Royal London Asset Management, looks at some of the key questions that investors will be asking as they review their portfolios. Read the article here Past […]

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