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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The Pensions Ombudsman and The Pensions Regulator have agreed to share information to increase their understanding of issues in the sector. The agreement follows the FCA and TPR announcing in February they will work together on a strategy to tackle risks in the pensions sector over the next five to 10 years. The agreement announced […]
Platform Alliance Trust Savings continues to be affected by staff departures as three senior executives are understood to have left the business. Money Marketing understands commercial director Ed Carey and customer services director Gordon Murray have recently resigned from their posts. According to LinkedIn, Carey joined ATS in 2016 as sales director before taking on the commercial […]