The 122m Isis Property Trust lost 5.5% over the first quarter of 2009, outperforming its benchmark, the FTSE All-Share index.IRP Property Investments, a second trust formerly known as Isis Property Trust 2, lost 4%.The FTSE All-Share was down 9.08% over the quarter, while the Investment Property Databank Monthly index lost 7.1%.F&C, which runs the trusts, […]
Many adviser firms are looking for new sources of income to help them through the economic downturn and it is not surprising that this trend is showing on the regulator’s radar as a potential TCF risk.
After years of a slowly brewing economic recovery, the UK has seen a strong rise in growth in recent months. Mark Martin, manager of the Neptune UK Mid Cap Fund, discusses the strength of this recovery and whether it is sustainable.
In the video, Martin addresses the following:
• Structural features supporting the UK economy
• UK mid-caps and the potential for M&A activity
• Valuations and opportunities in house builders
The Personal Investment Management and Financial Advice Association has published an updated version of its Mifid II feedback template and guide. Both documents jointly authored with the Tax Incentivised Savings Association were originally issued for industry comment in June 2018. The updated template and guide reflect the feedback received from Pimfa’s product governance and template testing working groups. […]
Legal and General Assurance Society has apologised to a client for making repeated mistakes in the information it gave about the amount of tax free cash he could take. In a ruling from The Financial Ombudsman Service, Mr M complains L&G’s errors resulted in the need for him to return funds and caused him “significant trouble” and […]
New FCA findings suggest advisers should prepare for significantly higher FSCS contributions at least Like many adults in the latter half of their lives, my pecuniary affairs are complicated. Not only do I earn a living from multiple employers but my future retirement income is dependent on several sources of funding, which includes three separate […]