Global fund managers have increased their weightings to Japan, according to the latest Bank of America Merrill Lynch survey.
Morgan Stanley is launching a FTSE 100 accumulated income fund 1 through its Dublin domiciled fund platform.
Make new entrants the financial planners of tomorrow
St James Place has revealed a 50 per cent increase in total single investments for the final three months of 2009.
Most advisers say they would try to reach QCF level four by 2012 if they were offered regulatory incentives rather than being forced to pass the exams by the FSA. YouGov/Money Marketing research of over 250 advisers shows 82 per cent of those who are studying towards the qualification or have yet to start but […]
By Fiona Tait, pensions specialist In her final article for Royal London, Fiona Tait reviews key changes she believes have transformed, or will transform, pensions. In my 12 years with Royal London I have been paid to review, study and explain the numerous changes to pension legislation which have transformed our industry in that time. This is […]
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As discretionary fund managers continue to grow in assets and importance in the adviser community, Money Marketing research has cast new light on the market’s impact on planning. More than 400 advisers and paraplanners responded to a Money Marketing survey on the DFM market. Ninety per cent of respondents used at least one DFM and […]
HM Revenue & Customs has published guidance on how new income tax bands in Scotland will affect pension schemes and their members. The note is a response to the Scottish Government’s confirmation it will introduce five income tax bands for 2018/19. Pension savers in Scotland currently receive pension tax relief at their marginal rate but […]
SimplyBiz Group is considering an initial public offering of £150m on the London Stock Exchange. According to a Reuters report, the potential float could value the company between £140m and £155m and is expected to raise £30m of new money. SimplyBiz joint group chief executive Matt Timmins confirms the business has recently appointed Zeus Capital as […]