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Understanding bucket-based investing for decumulation

Bucket-based investing is an approach to reducing risk during decumulation advocated by many advisers. It involves dividing the client’s portfolio into, say, three sub-portfolios with different timeframes. Investors in decumlation cannot afford to take as much risk as they do during the accumulation phase of their lives, so they need to change their investment strategies. […]

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Nic Cicutti: Beware banks’ return to advice

Can banks successfully re-enter the financial advice market? This question has come increasingly to the fore over the past year or so, as more and more high-street banks announce a return to trying to meet the wider financial needs of their customer base. Last week, SimplyBiz chairman Ken Davy asked himself the same question in […]

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Brooks Macdonald cautious despite rising funds in Q1

Brooks Macdonald has struck a cautious note about markets and client sentiment despite funds under management rising 5.1 per cent in the first quarter of its new financial year. The UK investment management group now has FUM of £11bn compared to £10.5bn at the end of June. Chief executive Caroline Connellan says strong net news business […]

The FCA’s five fixes for retirement information

The Financial Conduct Authority (FCA) has started to change the way that people will be told about their pension options. In a recent market study paper, they lay out their final proposals on the information that should be delivered to people approaching retirement and how it should look and feel. During 2015, there will be […]

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