Jupiter’s Merlin Income and Merlin Growth funds of funds, managed by John Chatfeild-Roberts have been upgraded from AA to AAA-rated by Standard & Poor’s. S&P say the funds have ” produced consistently strong performance using a rigorous process with strong sell disciplines.”
Where property is inherited, either under a will or under the intestacy laws, it is possible to redirect the legacy (or part thereof) to achieve inheritance tax savings by using a deed of variation, says Brian Murphy.
Top figures from the FSA, product providers and IFA firms will be speaking at a conference next week on the challenges faced by intermediaries with the onset of depolarisation.
Jupiter Asset Management has recruited Aled Jones from Innovest to join its socially responsible investment unit.
Citisolutions now has over 100 salespeople out on the road after registration and certification blunders led to the group having to ground 2,000 of its “introducers” last month.
A major feature of our articles is looking into the Jelf Employee Benefits crystal ball to predict changes and trends that may influence the short and medium term shape of UK employee benefits. By flagging such changes early we aim to provide our followers with the tools to make sensible and informed decisions on their benefits offerings.
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