Ascentric will move to a single standard account charge from 1 May, seeing it scrap trading fees and additional charges. The change means Ascentric will not charge fees through its stockbroking service or additional fees for its model portfolios. There will be no additional charges for a Sipp, drawdown or ad-hoc administration services. Under the […]
Aegon chief executive Adrian Grace has suggested he will not be pursuing deals to buy up advice firms as the company focuses on the integration of Cofunds. Adrian Grace has branded 2016 as a “game changing” year for Aegon, following its deal to buy Cofunds and the acquisition of BlackRock’s defined contribution platform. He says: […]
A recent case has highlighted a controversial approach HM Revenue & Customs applies that can subject a member of a registered pension scheme to unexpected inheritance tax charges following a transfer. The situation can arise if the member transfers their benefits when they know their life expectancy is impaired and they die within the following two […]
Many commentators have suggested that the UK’s exit from the European Union will trigger a domino effect, leading to its eventual break-up. Neptune’s Rob Burnett discusses the likelihood of this happening. Read more: Important information Investment risks Neptune funds may have a high historic volatility rating and past performance is not a guide for future […]
In this short video, Head of Multi Asset at Royal London Asset Management Trevor Greetham looks at how to configure portfolios to match different risk appetites, explaining the tools he uses to manage risk. Click here
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