Around two-thirds of advisers are in favour of doing their own transfer value analysis reports in-house, according to a Money Marketing survey. Less than 30 per cent said that advisers should not conduct their own reports, while 8 per cent remained unsure. At least five firms including LV=, Pru, Standard Life, Old Mutual Wealth and Scottish […]
Openwork has renewed a tie-up with Newcastle Financial Advisers for a further five years. Openwork, then called Zurich Advice Network, joined with Newcastle Financial Advisers, a subsidiary of Newcastle Building Society, in 2003. It then extended the contract in 2013. Newcastle Financial Advisers currently has 26 advisers. According to Openwork, it has been the network’s largest investment […]
Steve Webb, Director of Policy and External Communications Our latest policy paper looks at the potential impact of the upcoming statutory phasing increase, and how to help your clients. The first phase of automatic enrolment has been a huge success. One million employers have automatically enrolled around nine million workers into a workplace pension. When […]
With the dashboard fast becoming a dead duck, advisers must look at other ways to provide clients with a detailed view of their financial affairs If the pensions dashboard project is to be hijacked by the new single guidance body – as looks likely – what other options do advisers have to provide clients with […]
By Robin Geffen, Fund Manager and CEO
Internet giant Alibaba is exactly the type of entrepreneurial company that the high-conviction, top-performing Neptune Global Alpha Fund seeks to invest in. Established just 14 years ago in an apartment in Hangzhou, today Alibaba is larger than Amazon and eBay put together and is challenging some of the most powerful internet companies in the world…
The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.
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