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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Tony Wickenden: The consequences of higher rate tax threshold rise
There are some clear benefits beginning to emerge from the changes to income tax – mostly in favour of the chancellor I regularly find myself talking about tax planning in generic terms. And that is all good, but the generic has its roots in often granular specifics. That is certainly true when it comes to the […]
TPR to probe accountant in inaugural fraud prosecution
The Pensions Regulator has launched its first fraud prosecution over a Preston-based accountant suspected of stealing money from client pension funds. Accountant Roger Bessent is accused of transferring over £200,000 into his personal account and accounts of companies he controlled. Some pension scheme funds were also transferred from the Focusplay Retirement Benefit Scheme, a sponsoring […]
Advised platforms missing out on DB bonanza
Boosting the slow rate of growth of the average pot size on advised platforms requires an “extraordinary and sustained” increase in defined benefit transfers, according to The Lang Cat. In its seventh annual platform guide the consultancy says most platforms have an average client pot size ranging from £100,000 to £200,000. It points out the average case […]
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