Platforms’ retail distribution dominance has declined in the past year, according to the latest Investment Association figures. In January, intermediaries including IFAs and wealth managers made gross retail fund sales of £8.1bn, representing an increase in market share of nearly 10 percentage points year-on-year, to 35.7 per cent from 27.4 per cent in January 2017. […]
Almost three years on from the start of the pension freedoms, people approaching retirement are looking for the most effective and efficient way to use the flexibility, while also balancing the various risks that come with this freedom of choice. While there are undoubtedly many opportunities, there are also challenges for both clients and their […]
Juan Alcaraz explains how big data is going to transform the investment industry. European platform Allfunds chief executive Juan Alcaraz is described by some as the most powerful man in the continent’s fund industry. The ex-global chief executive of Santander Asset Management first had the idea of building a platform business while he was working as […]
Franklin Templeton has launched an Absolute Return bond fund for UK investors. The new launch will aim to deliver an overall return of 2 to 3 per cent above the 90-day Libor rate over a full market cycle of three to five years after fees. It will aim to maximise risk-adjusted returns and deliver a […]
One of the areas that will be high on the new minister for pensions’ to-do list will be the forthcoming review of automatic enrolment (AE). The outgoing minister had regularly said that AE contribution levels would need to be revisited early in this parliamentary term, and new research by Jelf Employee Benefits reveals employer support for such proposals.
- Top trends
- Top trends
- Paul Lewis: The NI sting depriving 1950s women of their state pensions
- Aegon wins complaint over forcing transfer client to get advice
- What’s up the chancellor’s sleeve as the Budget nears?
- FCA evidence throws Sipp provider court case into doubt
- Savers lose nearly half of pension through transferring out
News and expert analysis straight to your inboxSign up