Wrap propositions will be limited in their ability to take advantage of the restructuring of pensions investment ahead of A-day because they do not offer fully integrated pension facilities says financial research company Defaqto. A Defaqto report entitled IFA Platforms in the UK says the lack of integration, together with doubts about the scope of the investments that will be permitted, means take-up of wraps by Sipp investors will be held back.
Tilney wins AA rating for hedge
Sarasin Chiswell, formerly Sarasin Investment Management, will include the property investment funds – the proposed UK version of real estate investment trusts – in its new multi-manager global property fund.
Catherine McGrath
PruHealth’s chief executive is determined to change the private medical insurance market with innovative products such as offering lower premiums for healthy lifestyles
Digest
Buyout deal at Berkeley JacobsThe management of Berkeley Jacobs Financial Services has reached an outline agreement for a buyout. BJFS, which was fined £175,000 by the FSA for pension unlocking, plans to carry on writing pension unlocking business.
77% of investors say restore Isa tax concession
HSBC is revamping its asset management business, with plans to close poorly performing funds and expand better-performing investments.
In Focus — February 2015
Jelf Employee Benefits looks at the issue of paying anaesthetist fees when the patient had no chance to discuss or agree to them prior to care; and provides recommendations for avoiding this scenario.
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Inside the legal battle for Sipp supremacy
Michael Klimes explores the arguments and potential outcomes from two landmark court cases that have now been heard.
To fee or not to fee?: The Wells Street Journal
A weekly account of the curious goings-on in the world of financial services from Money Marketing’s diary page Green with envy While scouring through the MPs’ Register of Interests last week, one WSJ correspondent took to reading the fine print of Treasury committee member John Mann’s file. Among the list of international trips undertaken by […]
Tony Wickenden: Clarity on life assurance policies for non-doms
Long-awaited guidance clears up confusion around the IHT position of policies issued under seal Life assurance protection is an often overlooked estate planning tool. For UK-domiciled individuals, effecting a policy subject to a trust can deliver a neat, effective way of sorting inheritance tax liability that cannot be diminished through other planning. It can also […]
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