An analysis of the two most popular Investment Association mixed asset sectors has revealed wide variation in asset allocation that could have implications for advice suitability. Risk profiler Dynamic Planner researched the IA 20-60 per cent Shares and IA 40-85 per cent Shares sectors, assessing both asset mix, volatility and performance. Cash holdings in the […]
Two directors and five senior staff of a national recruitment agency face sentencing after they were found impersonating temporary workers in order to opt them out of their workplace pension scheme. Workchain directors Phil Tong and Adam Hinkley and five senior staff were prosecuted by The Pensions Regulator for an offence of unauthorised access to […]
Chief executive at Royal London-owned platform Ascentric Jon Taylor has stepped down after more than three years in the role. Taylor is replaced by Rob Regan who is Royal London group operations director. According to the provider, Regan has been working on Ascentric for the past 12 months and also sits as a director on […]
A new report calls for the abolition of IHT, and comes just in time to catch the attention of the government’s review of the tax You may have seen reference in the press to the Intergenerational Commission report from the Resolution Foundation on options for inheritance tax reform. It is extensive, thoughtful and pulls no […]
Mike Fox, Head of Sustainable Investments at Royal London Asset Management shares four key areas of interest that our sustainable investment team are focusing on at the moment. Watch the video here. Past performance is not a guide to future performance. The value of investments and the income from them is not guaranteed and may […]
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