Equitable Life has reintroduced an interim bonus of 3.5 per cent to UK with-profits pension policies. Policy values have also been awarded a one-off rise of 2 per cent, reversing the reductions made in March 2009.
Adviser Fund Index panellists have moved away from British equities and towards emerging markets and strategic bond funds in the balanced index. In last November’s rebalancing, panellists reduced their direct exposure to Britain while fixed interest and property gained the most. The funds picked by the highest number of panellists include First State Asia Pacific […]
As global economic activity expands after the financial crisis, commodity prices will rise further, driven by demand, says the International Monetary Fund.
A recent court judgment may offer advisers hope in the Arch cru fund debacle, a legal firm has claimed.
Four IFAs give their verdicts on the outlook for the year ahead
It can be difficult for employees to control their spending habits, in fact they may not realise that they have bad habits at all.
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Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Do not be spooked by recent falls. The bull market has further to run. Stockmarkets have been thriving in the not-too-hot, not-too-cold “Goldilocks” backdrop of the last few years. Growth has been strong enough to boost profits, and inflation low enough to keep central bank policy loose. Recent stockmarket weakness is centred on signs that […]
The FCA continues to engage with the asset management industry on new European regulations as questions remain over how firms should report costs and charges. After over a month since Mifid II and Priips came into force, concerns have been raised on how fund fees, in particular transaction costs, should be calculated under the two […]