A survey by the Institute of Financial Services reveals that brokers are asking more questions about equity-release training than any other subject.
New Star’s UK special situations fund manager is a relative newcomer to the industry but his contrarian approach to stock selection has pushed the fund forward and prompted comparisons with Fidelity special sits superstar Anthony Bolton. Interview by Philip Scott.
Scottish Equitable director of pension development Stewart Ritchie looks set to become president of the Faculty of Actuaries this year. With current president Harvie Brown coming to the end of his two-year term this year, the election is expected to take place at an ordinary general meeting at the end of June. Ritchie is vice-president […]
The implementation of home information packs is delicately poised and it is far from certain that they will be introduced as planned, according to the CML. Speaking at the BSA conference, deputy director general Peter Williams raised the spectre of the Government’s recent Sipp U-turn to warn delegates that Hip plans are still subject to […]
The Tories have tabled amendments to the Finance Bill to change the definition of residential property in a Sipp in a bid to highlight what they claim is the complexity of the new regime.
Joshua Ausden, Head of Client Investment Strategy, Neptune Read more here Important Information – for Investment Professionals Only. Not for Retail Clients.Investment risksNeptune funds may have a high volatility rating and past performance and forecasts are not a guide to future performance. These are Neptune’s views and as such this document is deemed to be […]
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The Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology