Fidelity International is setting up a equity growth defensive fund which aims to never drop more than 20 per cent from its highest net asset value.
The figures show the open market option is succeeding.
Morgan Stanley IQ – FTSE Bonus Growth Plan 3
The Financial Services Compensation Scheme says it has yet to decide whether savers who invested in Lifemark through Keydata will qualify for compensation. The Financial Mail on Sunday last week reported that the FSCS is likely to rule out compensation for the 23,000 investors who invested £349m in Lifemark’s traded life settlement bonds through Keydata […]
Experts warn that adviser firms could come under scrutiny from HM Revenue & Customs if their post-RDR billing shows a significant increase in VAT-able activity. Recent guidelines published by the Association of British Insurers and HMRC for determining the liability on adviser remuneration reiterate that VAT is only payable on advice, not on product sales. […]
The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]
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Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]
The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]
Building on auto-enrolment’s success and fine tuning the pensions dashboard are high on the list As I write my first Money Marketing column of the year, it has given me an opportunity to look back on what the Government has done to transform pensions and savings for people since 2010. Five years on from the […]