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FCA working group recommends five voluntary cost disclosure templates

The group tasked with increasing investment cost transparency has released its recommendations, including suggesting five fee disclosure templates. The institutional disclosure working group, led by transparency champion Chris Sier, was created by the FCA last September following the package of remedies outlined in the FCA’s  final report into the asset management industry. The group published a […]

Zurich adds offshore bonds to platform in adviser tax push

Zurich has added Utmost Wealth Solutions’ Isle of Man range of offshore investment bonds to its platform. The addition of the Evolution and Estate Planning bond are part of Zurich’s ongoing platform investment. Utmost says that with the recent acquisition of Generali PanEurope – now Utmost PanEurope – it is now the second largest cross-border […]

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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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