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 will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]