Higher levels of qualifications would not be required but would be aspirational. This is a big change from the RDR where the professional category requires chartered, certified or something in between. It represents a less onerous burden but still requires more exams. We would appreciate readers’ views on whether this is a workable compromise.
The Adviser Fund Index has benefited from the recent surge in gold values. Prices hit 28-year highs last week in response to a weakening dollar and stockmarket uncertainty. The AFI has been able to profit from the upswing through several holdings, including Merrill Lynch gold & general and JP Morgan natural resources.According to data from […]
Fitch Ratings has downgraded Resolution’s rating to negative following Standard Life’s withdrawal of its offer this week. Fitch says Pearl’s offer is “potentially detrimental” to Resolution’s credit quality.
A client has asked for advice for his mother. Since her husband’s death a few years ago, she has become worried that, on her death, a very big chunk of the family’s wealth could go to the Exchequer. What steps can be taken to reduce inheritance tax?
The board of Gartmore’s £98m Fledgling trust is seeking a change to investment policy that would allow managers Gervais Williams and Andrew Russell to hold Aim stocks.
By Fiona Tait, Pensions Specialist 2015 was quite a year for pensions. Change, more change, and proposed changes to the changes. The Spring Budget – pre-election plans With everything that has happened since, it is hard to remember what happened in March. Following on from the bombshell of the 2014 Budget, the Chancellor confined himself […]
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