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Investors and IFAs agree on ISA destinations

ISA preferences for private investors are currently matching the recommendations being made by independent financial advisers according to new research by JPMorgan Fleming Asset Management.

Most ISA investors are keeping their money in UK followed by Europe and North America, which are also the top destinations for IFAs. However, in forth place investors favour Japan whereas IFAs favour China.

JPMorgan Fleming global head of equities Martin Porter says: “As the home market, it comes as no surprise that most private investors and IFAs continue to see the UK as the market of choice for ISA investments. However it is encouraging to see that private investors are becoming more aware of growth prospects in markets outside the UK, particularly Europe and North America.”


Close call for property investors

Close Property Investment is giving experienced investors a chance to invest in UK commercial properties which will have rental increases of at least 2.5 per cent at the next rent review. Fixed uplift properties is an offshore closed-ended fund which is also available as an exempt unit trust for self-invested personal pensions and small self-administered […]

Base rate rises fail to stem house prices

Increases in mortgage rates have failed to stop house price rises which went up by 1.6 per cent in February, with an annual house price inflation figure of 17.8 per cent, according to Halifax research. The two Bank of England base rate rises since last November have had a modest affect on housing affordability, raising […]

Standard Life makes pledge on IFA service

Standard Life is reassuring IFAs that its service to them will not be affected by its structural changes to its direct salesforce. It is splitting its direct customer division into three parts – telesales, corporate account management and direct client management. The number of staff will more than halve from 630 to around 270. Ten […]

Commission comparison on menu

IFAs will have to compare how the commission they get adds up against the market average, according to long-awaited FSA proposals for the menu-based system of payment published last week. The menu was finally released last week after significant delays alongside a feedback statement to CP166 outlining the final depolarisation rules. The menu will oblige […]

Guarantees in the retirement income market

Lorna Blyth, Royal London  Do guarantees benefit customers and, if so, when? To answer this conundrum we commissioned Millimans, a global actuarial consulting firm, to conduct an independent review of the UK retirement income market and whether guarantees really do offer customers better value for money. The brief The study was one of the most comprehensive undertaken […]


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