James Hay has added 16 offshore funds from Lloyds TSB to its wrap platform, bringing the total to 1,228 funds from 53 providers.
Tony Burdin has been appointed managing director of Scarborough Channel Islands Limited, effective immediately.
Emerging Markets Growth Plan 2
Sales of UK investment fund Isas plunged 43 per cent year on year in June from £191m to £109 million, according to Investment Management Association statistics. IMA research also reveals sales in June were 20 per cent less than the previous month and overseas Isa assets fell 1.9 per cent from May’s levels to £259 […]
The Government added 19 million more words of pension legislation and guidance under the premiership of Tony Blair.In 1997, when Labour came into power, there was a total of 9,888 pages of pension information but by the time Blair stepped down in June, this figure had soared to 46,394meaning an additional 38,361 new pages have […]
At Pictet Asset Management we believe active management of asset allocation is the most important generator of returns. What is not to be in our portfolio is just as important as what is to be because good performance is determined as much by the assets you avoid as by those you hold. The FP Pictet Multi Asset Portfolio managers are not wedded to any particular […]
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A decade ago, I went through the pain of switching utility providers. Deterred by a catalogue of errors, it is only recently, after a house move, that I tried again. I was pleasantly surprised by how easy it was. It has made me think about how complex and expensive it is to switch in financial […]
It has never been more important to encourage saving. But advisers know only too well how challenging the complexities of the UK savings and pensions landscape make it for people. Any trends towards simplification would be welcome, but unfortunately recent developments have moved in the opposite direction. Take Isas, for example. Their simplicity has always […]
The FCA has confirmed it will consider if there needs to be better guidance around when it and the Financial Ombudsman Service can share information ahead of the FOS making its final decision. In a Complaints Commissioner final report, published on its website yesterday, commissioner Antony Townsend invited the FCA and FOS to discuss when […]