The sell-off in bonds has been indiscriminate. James Foster intends to make the most of all that entails.
Claire Trott: The great death benefits debate
The topic I have discussed most over the last 12 months is pension death benefits and the one thing I am asked time and again is whether we should now revoke the discretionary trust nomination in favour of named persons. My answer? I do not know: it is a very personal decision and tends to […]
Charles Stanley appoints head of intermediary distribution
Wealth manager Charles Stanley has appointed Mark Pittaccio as head of intermediary distribution. Pittaccio joins from network In Partnership where he was group investment director. He was previously investment director at Thinc Group and founded advice firm Highfield Financial Services. In his new role Pattaccio will be responsible for developing the national sales team and […]
Who are the IFP award winners of 2015?
Cooper Parry Wealth has scooped the award for accredited financial planning firm of the year at the Institute of Financial Planning’s gala dinner last night. The awards are held at Celtic Manor in Wales as part of the IFP’s annual conference. The certified financial planner professional of the year award was won by Paradigm North […]
Will Investment Association’s Godfrey be forced to resign?
The future of Investment Association chief executive Daniel Godfrey must surely be in question amid the prospect of a mass walkout of key investment firm members and crisis meetings held today. Yesterday saw M&G and Schroders say they are planning to leave the organisation, while Invesco Perpetual, Aberdeen Asset Management and Fidelity Investments are also rumoured to […]
Artemis Investments – Global markets: opportunities for stock-pickers
With volatility set to continue, Peter Saacke, manager of the Artemis Global Growth Fund, thinks stock-specific opportunities are on the rise.
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FSCS declares Lifetime Sipp Company in default
The Financial Services Compensation Scheme has today declared The Lifetime Sipp Company in default. Lifetime Sipp was placed into administration in March 2018 and later went into liquidation on the 2 April 2019. The complexity of claims related Lifetime Sipp’s books and led to the FSCS having to spend a lot of time making detailed […]
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Alan Lakey: Action needed on new wave of dubious cold callers
Most of us have been plagued by unsolicited emails, texts, calls and unsavoury adverts trying to persuade us to claim for payment protection insurance or road accidents that never happened. Now claims managers have fallen under the auspices of FCA regulation and are shortly to lose their golden PPI egg, they are desperately searching for […]
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Alistair Cunningham: Are the wrong people being pushed out of DB transfer advice?
I am conscious I have been a pessimistic voice on the topic of defined benefit transfers, but I find the recent drop in the number of them as puzzling and concerning as the rise that came before it. There are many who say it is natural for the demand to reduce because those who should […]