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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- Top trends
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It is sometimes all too easy to forget that pensions are about income throughout retirement, especially when members are having huge capital sums dangled under their noses like juicy carrots. In final salary land, the current excitement over defined benefit transfers is driven by the enticing sums on offer. It is not surprising 80,000 people […]
Firms say they will finalise plans to move capital and staff across Europe by Q1 2018 Asset management firms expect to have their post-Brexit contingency plans in place by the first quarter of next year, despite fears of a lack of a deal between the UK and the European Union, a Member of the European […]
New entrants to the asset management space will not get authorised unless they meet the same high standards as incumbents, the FCA has said as it launches a hub for start-up fund firms. Earlier this week, the FCA said it would support new entrants to get their FCA permissions through a new suite of services, […]