Let’s talk about discretionary fund managers. It’s an important conversation to have: even advisers who adore their investment manager admit that the market as a whole is murky, highly profitable and a nightmare to compare. They are also growing in importance, in terms of both volume of assets and the number of advisers that are […]
The cost of pensions tax relief remains largely unchanged, according to annual estimates published by HM Revenue & Customs. The figures, published today, show the cost of pension tax relief rose slightly to £38.6bn in 2016/17 from £38.5bn in 2015/16. The new data show a contrast to 2015/16, where the cost of tax relief leaped by […]
While providers should be applauded for innovation and flexibility, more choice can mean more complexity Innovation around the provision of protection products and processes has long been called for to enable us to appeal to a wider audience. With this in mind, it is great to see improvements in both critical illness and income protection […]
It has been a long time coming but regulation has finally worked to eradicate poor practice In March 1962 a small, prematurely grey, former lieutenant in the US Airforce arrived in London and took offices in the West End. His mission was to establish a “pyramid” direct sales force on behalf of Investors’ Overseas Services, […]
By Rob Burnett, Neptune’s Head of European Equities The Neptune European Opportunities Fund remains committed to a value bias. We see a broadening array of opportunities in diversified industries at compelling valuations today. The most complicated part of the market is the European banks. We are currently overweight in this sub-sector as many banks are […]
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