Barclays Wealth director Colin Dickie says the demise of Keydata has highlighted the importance of understanding ‘provider risk’ when assessing protected investments.
Macquarie Bank has taken a minority stake in Paradigm Norton Financial Planning. The Australian bank says it remains “open minded” about further investment in UK IFAs.
Personal Touch Financial Services has revealed it is shutting down its secured loan subsidiary, needaloan.co.uk.
Claire Barker is getting used to acting as a spokesperson on the equity-release business. “It is something I have really enjoyed so far. It is really important that we do get our message out so I am very happy to come out and talk to people and push the message that we are here and ready to do business and will do it in a sensible way.”
In this short video, Peter Rutter, head of global equities at Royal London Asset Management, explains how he uses the company life cycle framework as part of his investment approach. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
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Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]
The recent enquiry by the work and pensions select committee has reignited the debate about the future of collective defined contribution schemes. Whether these sort of schemes can be incorporated into the current UK pensions landscape is a moot point. Let’s consider some of the arguments for and against CDC. First of all, it is […]
Retirement interest-only mortgages are set to become more popular following the FCA removing hurdles to selling them. The regulator sees RIO mortgages as a possible aid to the waves of maturing interest-only loans with no repayment strategy. However, the FCA also wants RIO mortgages to be sold more widely, for example as an additional option […]