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Auto enrolment – so far so good?

Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]

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Get ready for the bond fund redemption wave

Bond firms face a liquidity crunch as fund managers are being urged to prepare to meet redemption requests if there is a sharp sell-off. A recent report form ratings agency Fitch warned of a mismatch within open-ended bond funds offering daily liquidity while holding less liquid securities. The report says the likelihood and impact of […]

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Helena Morrissey steps down from Investment Association

Helena Morrissey will end her tenure as chair of the Investment Association next summer. A spokesperson from the IA confirmed that Morrissey was leaving the role and a new chair would be decided “in due course”. Morrissey, who also stepped down as chief executive of Newton Investment Management in August, had joined the organisation in […]

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DB transfer shouldn’t be all-or-nothing

By Steve Webb, director of policy In my recent discussions with advisers, a hot topic has been the growing number of people interested in transferring their defined benefit pension rights into a defined contribution pension scheme. With many pension schemes offering eye-watering transfer values, this is likely to be an area of increasing interest. Yet […]

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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