Kira Nickerson Investment Matters Developed markets v emerging markets have been a key dilemma facing many asset allocators through both the downturn and the more recent rally. Many economists and managers agree that Asia and emerging markets offer the best growth opportunities but the developed markets can offer greater stability in returns. But the argument […]
Prudential has added the Pru Fund cautious series to its flex- ible retirement plan and is offering pension savers a five-year capital guarantee.The company launched the cautious fund, to sit alongside Pru Fund growth, in July for risk-averse investors worried about moving back into equities. The fund invests 70 per cent in nominal assets such […]
The continuing fall-out from the Competition and Markets Authority’s (CMA’s) review, the rise of the private GP and digital engagement will be the primary focuses in the private healthcare industry during 2015, according to Iain Laws, managing director, healthcare and group risk, at Jelf Employee Benefits.
Advisers will not be eligible to become shareholders in AJ Bell when it floats unless they are a customer of a business, the platform has said. The business is preparing to list on the main market of the London Stock Exchange either in December or early 2019. As part of the listing, AJ Bell is […]
Paraplanning firm Heather Dunne Consulting has gone into liquidation after its principal restricted its pension transfer permissions. Adviser Heather Dunne founded the firm in 2002 to support advisers doing pension transfers and the firm’s biggest client was HDIFA. HDIFA is also run by Dunne but was placed on voluntary suspension in July 2017 when it was […]
HMRC is tightening the screw on tax avoidance involving profit fragmentation Tax avoidance continues to drive Treasury and HM Revenue & Customs activity. Over the summer, the Revenue published responses to its consultation on proposals to tackle schemes designed to move UK business profits outside the charge of UK tax, often using offshore trusts and […]