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Compensation bill hits asset managers after FCA closet tracker review

The FCA has revealed that asset managers have paid back £34m to investors overcharged by so-called “closet tracker” funds. While the regulator has not ordered the move as part of any official redress scheme, The Sunday Telegraph reports that the FCA is eyeing enforcement action against one fund manager over potentially misleading marketing material. FCA […]

Compliance tip: Meeting FCA expectations around culture

The FCA’s focus on firms’ culture and conduct is set to intensify as it begins its preparations to roll out the Senior Managers and Certification Regime. The consultation papers released in December provide a good indication of the regulator’s direction of travel, with culture, particularly the tone from the top, being a key consideration. Below […]

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Old Mutual Wealth: Getting to the bottom of negative transaction costs

Old Mutual Wealth‘s Jeremy Mugridge explains why some transaction costs appear as a negative figure on a platform, following a Money Marketing article this week The regulatory regime brought in by Mifid II and Priips is beginning to bed in, and some of the more bizarre implications of the vast legislation are beginning to pop […]

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Aviva scores another bulk annuity deal in new growth strategy

Aviva has secured the latest deal in its bit to write more bulk annuity business. A decade after two financial support directions were imposed, the Sea Containers 1983 Pension Scheme has been insured by Aviva in a bulk annuity deal. Aviva’s £187m buy-out will allow trustees to secure benefits in access of Pension Protection Fund […]

A bull case for US equities?

Neptune video: a bull case for US equities?

Watch Felix Wintle, head of US equities at Neptune, discuss why he believes US equities are in a structural bull market and the key factors that can drive the S&P 500 higher.

In the video, Wintle addresses the following:

• The US market and why — despite equities rising from 2009 — he believes the structural bull market only started in 2013
• Key economic and corporate factors that can drive the S&P 500 higher
• Investment themes and sectors offering exposure to the domestic recovery

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