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Meeting retirement income needs through blended solutions

Advisers expect retirees to make up an increased proportion of their client bank in the future and service propositions must evolve to meet changing client demands.

Aegon research shows income security and flexibility are important to consumers in retirement. So how can advisers help protect clients from running out of retirement income and still maintain flexibility?

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Martin Currie acquires ex-GAM star’s $167m Japan fund

Martin Currie has hired ex-GAM manager Paul Kirkby and will acquire his $167m Japan long-short fund. Kirkby and some of his team from boutique PK Investment Management will join Martin Currie and, subject to regulatory approval, the asset manager will acquire his Cayman-domiciled Japan long-short fund. Kirkby will lead the Martin Currie Japan long/short investment offering alongside […]

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Are low mortgage advice qualification requirements putting customers at risk?

As the mortgage industry prepares to introduce tougher rules under the senior managers regime, the debate has turned to whether it is right for brokers to be subject to lower qualification standards than financial advisers. Banks and building societies are readying themselves for the new regime, which comes into force in March, and have successfully lobbied […]

To be and not to be – Multi asset investing with conviction

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 […]

Help, I’ve been appointed as a trustee. What are my responsibilities?

Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]

 Article 50 Q&A: The negotiations to watch for 

Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses the potential near-term impact of Article 50 and the Brexit negotiations that she believes investors should pay most attention to. Read article here Important information  Investment risks  Neptune funds may have a high historic volatility rating and past performance is not a […]

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