Henderson Global Investors has suspended dealing in its £3.9bn property fund, following three other major providers. The asset manager has suspended dealing on the Henderson UK Property PAIF and the feeder fund “to safeguard the interests of all investors”. A statement from the manager says: “Despite a strong underlying portfolio, the decision was taken due to […]
Investors in the Aberdeen’s UK property funds will face a 17 per cent exit fee, as more than half of the IA sector suspends trading due to an increase in redemptions following last month’s Brexit vote. The asset manager confirmed it had one of the highest levels of liquidity compared to similar funds and had sold all […]
Selecting funds for clients is one of the most crucial decisions advisers make and manager meetings are key to the process. Not only do they increase an understanding of a strategy but they also provide the opportunity to ask your own questions, rather than just the ones the managers want to answer. Getting an understanding […]
By Fiona Hanrahan, senior product insight and technical support analyst We’ve received lots of queries on scheme pays and when it can be used. This article explains how it works and the conditions which apply. What is ‘scheme pays’? If an individual exceeds the annual allowance (AA) and an AA tax charge is due, they […]
By Fiona Tait, Pensions Specialist Ros Altmann reportedly hoped for more product innovation following pension freedom¹ and, according to one poll, 66 per cent of advisers also believe that providers should be doing more². This article considers whether there is a real client need for new products, or whether we should be focusing our attention on efficient delivery […]
Many advisers believe their availability to spend time with clients is the primary factor in them determining the value of the service they pay for, research shows. A survey conducted by consultancy Adviser Home found more than 80 per cent of advisers ranked ‘confidence and trust that we are available when needed’ as ‘very important.’ […]
By the end of this month, either Boris Johnson or Jeremy Hunt will take up residence behind the world’s most famous black door. The race to succeed Theresa May gets more interesting by the day. And if it were supposed to be a virtual coronation for Boris, then someone should have told Jeremy Hunt, who […]
Technology is playing an ever bigger role in the day-to-day running of advice firms and provides a way for firms to position their businesses for the future. How are advisers using technology and what pieces of software can they not do without?