The news that consolidators are under the microscope is long overdue. The number of times I have been told of an acquisition triggering a mass transfer of assets where ongoing charges increase with no corresponding increase in services is far too common to be apocryphal. Just how this works as suitable advice I have no […]
The Government is eyeing a clampdown on trust-based pension schemes amid concerns lax rules around setting up master-trusts and poor controls on withdrawals are leaving auto-enrolled employees vulnerable to fraudsters. The trust-based auto-enrolment market is dominated by Nest, The People’s Pension and Now: Pensions but estimates put the range of registered master-trusts between 70 and 100. […]
Former Financial Ltd boss Charlie Palmer built an advice network that treated advisers as the end customer and failed to heed warnings about potential suitability risks, the FCA says. The regulator has today issued a decision notice against Palmer for failing to ensure appointed representatives gave suitable advice to around 40,000 clients. It also wants […]
Returns for “pensioner bonds” issued by the Government are set to plummet by almost half. The bonds were issued by the Government in two tranches from January this year, with the first set to mature next month. However, because the products were a special issue, while savers were offered an interest rate of 2.8 per […]
After a nine-year bear market, value strategies have enjoyed a remarkable recovery over the past year. What is driving this resurgence and what constitutes a value strategy?
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss these key factors and why he believes that value’s outperformance is a multi-year event.
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