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AJ Bell survives complaint from former adviser over Sipp failures

A former adviser claiming that AJ Bell made a string of errors over his Sipp has lost his complaint at The Pensions Ombudsman. The nature of the allegations against the Sipp provider, which have been made over a number of years, led AJ Bell to take the “unprecedented decision” to ask the client to transfer […]

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Platforms accused of ignoring data under Mifid II rules

Platforms have been accused of ignoring fund manager data when disclosing fund fees in line with new European regulation. Mifid II, introduced on 3 January, requires investment managers to disclose transaction costs as a separate figure from the ongoing charges. Advisers must also report all of those costs to their clients. However, advisers tell Money […]

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What to expect from the CII’s new pension transfer qualification

Candidate feedback from the first sitting of the AF7 Pension Transfers unit has been encouraging Last year, the Chartered Insurance Institute launched its new Certificate in Pension Transfer Advice qualification, which includes the new CII AF7 Pension Transfers unit. The new CII AF8 Retirement Income Planning unit was launched at the same time to replace […]

How to balance bottom-up with top-down research in constructing multi-asset credit portfolios

In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]

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