Financial Express has launched a new Crown Ratings service for funds offering a quantitative system to use alongside other qualitative services and manager ratings.Crown Ratings cover UK authorised unit trusts and Oeics, offshore funds and life and pension funds. It is based on quantitative historical performance measures with funds rated by returns against benchmark, volatility […]
Financial Express has set up its own fund rating service, Crown Ratings. It uses a blend of quantitative and qualitative analytical screens, including measuring a portfolio’s volatility, consistency and returns against its benchmark.
If 2005 was the year of regulation, then 2006 will surely be the year of enforcement. Let us hope so. Initially opposed to mortgage regulation, I still maintain that the MCCB was doing a perfectly good job. The endowment misselling phenomenon wrought regulatory overkill, wherein the then regulator’s own culpability on unrealistic illustrative growth rates went unaccounted for.
The default retirement age (DRA) was abolished more than three years ago, yet new research from Jelf Employee Benefits suggests that the vast majority of employers still have some way to go to fully understand, comply and communicate the landmark legislation change that prevents older employees being forcibly retired on the grounds of age alone.
Sipp and defined benefit transfer complaints to the Financial Ombudsman Service have dipped slightly in the first three months of the financial year. FOS publishes complaints data on a quarterly basis running in line with its financial year. In Q1 2019 – April to June – it received 178 complaints about occupational pension transfers and […]
The FCA has continually “fobbed off” concerns that firms are directly poaching each other’s clients, complainant from an advice firm = has told the Complaints Commissioner. The complainant, classed as a sole trader, says the regulator should have acted when they complained their clients were poached by a larger IFA firm, Firm X. The poaching […]
Where and how the newly-formed government could introduce tax and fiscal changes So we have a new prime minister and a new chancellor of the exchequer. We had an indication, before his confirmation as leader of the Conservative party and thus as PM, that Boris Johnson generally favours a low-tax environment. While campaigning to become […]