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The future of Standard Life Aberdeen

Distribution head Campbell Fleming is confident the firm can keep huge mandates while ouflows persist Standard Life Aberdeen is optimistic that it can hold on to the £109bn mandate it runs for Scottish Widows as the giant asset manager looks to stem a stream of outflows and build its future. In a wide-ranging interview with […]

Multiple Gains – the simple calculations advisers need to know

It’s widely known that chargeable event gains arising on life assurance policies, capital redemption policies and purchased life annuities are subject to income tax. Most advisers will also understand the chargeable gain calculation where a client only surrenders one investment bond in a tax year. However, what if clients need to surrender more than one […]

Royal Court of Justice High Court 480
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Court allows FCA to submit evidence in Sipp claims case

A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]

UK Small Cap

Henry Lowson looks back over the past decade investing in UK smaller companies, exploring the misconception that the sector offers exposure to the UK domestic market only. He also offers his outlook for the sector and points to how an approach that seeks to exploit inefficiencies could be beneficial. Read more here Past performance is […]

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