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State pension costs continue to rise

The Department for Work and Pensions expects to spend £96.6bn on the state pension in 2018/19, a 3 per cent increase on the year before. The DWP has detailed its cost estimates in a memorandum sent to the work and pensions select committee, published on its website yesterday. The latest forecast for state pension costs […]

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IFAs fear cost of transfers will increase after TVAS services cut

Advisers fear the FCA’s desire to crack down on unsuitable defined benefit transfers is likely to increase costs for consumers. At the end of March the regulator published a policy statement on transfer advice that said accepting free transfer value analysis software now fell within its definition of inducements. Subsequently, providers including LV, Old Mutual […]

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Profile: Clifton Asset Management on the ‘quiet crisis’ in Sipps

Clifton’s Adam Tavener on pension-led business funding and the crisis in the Sipp market There is a “quiet crisis” going on in the self-invested personal pension market, according to Clifton Group’s chairman Adam Tavener. Clifton specialises in providing services to SMEs through four business units – Sipp and small self-administered scheme subsidiary Morgan Lloyd; financial […]

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Malcolm Kerr: Current withdrawal strategies could leave clients penniless

The industry must find new ways to take care of all those swapping guaranteed income for the uncertainty of the market I attended a presentation entitled ‘Successful Withdrawal Strategies for UK Retirees’ the other day. It was pretty depressing. The first point made by presenter David Blanchett, Morningstar’s head of retirement research, related to Bengen’s […]

Identifying best-in-class UK stocks — Mark Martin, Neptune UK Opportunities Fund

FE Alpha Manager Mark Martin assumed management of the multi-cap UK Opportunities Fund at the beginning of February. As manager of the highly regarded UK Mid Cap Fund, Martin has begun restructuring the new portfolio to focus on our very best UK stock ideas from across the FTSE All-Share Index. In this video, update Martin addresses:

– Themes informing the UK Opportunities Fund
– The multi-cap structure of the fund
– UK equity valuations

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