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Bestinvest spot the dog 07/14
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Who has topped the latest Spot the Dog list?

Aberdeen Standard Investments has been named the top offender in Bestinvest’s latest Spot the Dog report of underperforming equity funds. In the first bi-annual report by Bestinvest for this year the asset management giant, which was formed after the merger between Aberdeen Asset Management and Standard Life last year, has four funds listed in the report […]

Pensions Ombudsman and TPAS in dispute resolution overhaul

The Pensions Ombudsman is to take over all dispute resolution previously handled by it and The Pensions Advisory Service. Under the current system, people can ask TPAS to help settle a dispute before a formal complaint is made to their pension scheme. Or, they can go straight to TPO, which has legal powers to settle […]

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Fixed income outlook 2018

With much speculation about the challenges faced by bond investors in 2018, RLAM’s Head of Fixed Income, Jonathan Platt offers his outlook for all areas of the fixed income market in our brief video. Watch the video here: Past performance is not a guide to future performance. The value of investments and the income from […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]

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