Invesco Perpetual has added a retail share for the institutional UK strategic income fund managed by Mark Barnett. Minimum investment is £500 or £20 a month, compared with an institutional minimum of £250,000, and the fund can be held in an Isa.
Families with older relatives should act fast to establish an enduring power of attorney before changes to the rules complicate the process, warns pi financial dixon sutcliffe & Co.The IFA says as the changes, effective in mid-October, will see enduring power of attorneys replaced by two types of lasting power of attorneys – one to […]
Standard Life has added eight new external funds to its life and pensions range from a providers including Macquarie, Investec, JP Morgan, Schroders and UBS.Standard says the new funds highlighted are Macquarie’s global infrastructure securities, global private equity securities and its global property securities funds – offered on an insured basis exclusively through Standard Life […]
Scottish Life is backing calls for pension schemes to take more responsibility for defined-contribution investment strategy in a bid to meet the needs of scheme members.The Pension Institute published a report in April which found that 69 per cent of pension professionals thought that typical investment arrangements in UK DC pension schemes fall short of […]
Clare Moffat, Technical Manager, looks at the benefits of pensions from an IHT perspective. 100% access and 100% discount – what type of wrapper could this be? A pension! Post flexibility there is 100% access (for those over 55) and normally pensions are inheritance tax (IHT) free. With flexibility the options available on death mean […]
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]