Glasgow-based Intelligent Pensions has doubled profits to 300,000 from 150,000 from fee income of 1.3m in the 12 months to its May 31 end of year.
Can the equity income story – so long a favourite for UK investors – be transported overseas? With Jupiter in the process of launching a Japan income fund and Newton offering a proposed global income mandate, it is interesting to see Britannic’s Argonaut team lining up a European income fund. The fund is likely to […]
Have bacon sarnies and Resolve at the ready next Wednesday following the industry bash of the year, indeed, of the last 20 years – Money Marketing’s 20th birthday party – to be held at London’s Somerset House (above). The Diary expects to see many new friends and long-time cronies.
The objective of the FSA’s Treating Customers Fairly initiative is to ensure that customers’ best interests are embedded throughout any financial services firm’s business practices.
It appears that there may be good news at last, as many adults appear to have taken the summer months to clean up their saving and spending habits.
Trevor Greetham, Head of Multi Asset In a marked contrast to the surge in risk sentiment that followed President Trump’s election in November, markets greeted Emmanuel Macron’s victory in the French presidential election with satisfaction and relief, rather than euphoria. After rallying strongly on opinion polls that accurately predicted the outcome, the euro held onto […]
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A decade ago, I went through the pain of switching utility providers. Deterred by a catalogue of errors, it is only recently, after a house move, that I tried again. I was pleasantly surprised by how easy it was. It has made me think about how complex and expensive it is to switch in financial […]
It has never been more important to encourage saving. But advisers know only too well how challenging the complexities of the UK savings and pensions landscape make it for people. Any trends towards simplification would be welcome, but unfortunately recent developments have moved in the opposite direction. Take Isas, for example. Their simplicity has always […]
The FCA has confirmed it will consider if there needs to be better guidance around when it and the Financial Ombudsman Service can share information ahead of the FOS making its final decision. In a Complaints Commissioner final report, published on its website yesterday, commissioner Antony Townsend invited the FCA and FOS to discuss when […]