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Seneca Partners sends Mifid II 10% drop note on EIS product

Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]

MMI 2016

Money Marketing Interactive 2018: Our top five picks

This year, Money Marketing Interactive is back and better than ever. Now in its third year, the conference brings you the cream of the advice profession in an innovative live format for a day of insight, discussion, and debate on the market’s key issues. From tax planning and technology to compliance and qualifications, MMI offers […]

Paraplanners renew calls for standard to bring fresh blood into profession

Leading paraplanners have said that setting a standard for the role would help more young people enter the profession as they renew calls to rejuvenate the paraplanning brand. In a panel discussion with Money Marketing, EQ Investors head of technical Dan Atkinson and Lime Outsourced Paraplanning director Rebecca Lucas welcomed recent discussions on setting a […]

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Unleashing the full potential of investment bonds using SPS

Investment bonds have many virtues and some restrictions. However, it is possible to get far more from them if you take the right approach. Why choose an investment bond? The use of different tax wrappers can produce different outcomes for investors and with increasing awareness and knowledge, advisers are seeking more variety in the assets […]

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