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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Three advice firms have stopped giving pension transfer advice following work by the FCA over the future of the British Steel Pension Scheme. A statement this afternoon details the FCA’s “information gathering exercise” to identify the firms that have been most active in advising people to transfer out of the scheme. The regulator got information from […]
The FCA has launched a consultation on its approach to authorisation and competition, which will be open to responses until March next year. Following the launch of the FCA’s mission in April, the approach documents are the second and third in a series of papers explaining how the watchdog tackles regulation. The first document, the […]