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Election 2015: What are the key manifesto pledges affecting advisers?

With the general election now only weeks away, Money Marketing assesses the manifesto pledges affecting advisers and their clients. Tax While cracking down on tax evasion and aggressive avoidance has proved popular territory for all the major parties, several are also seeking to ameliorate the tax loads of voters. The Conservatives have promised to raise […]

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Wells Street Journal: Comic meets pensions expert in Twitter brawl

Irish funnyman Dara Ó Briain waded into an unexpected Twitter brawl with Fidelity Worldwide Investment retirement director Alan Higham last week, with the pair exchanging blows on tax. Ó Briain, a panel show heavyweight and host of maths programme School of Hard Sums, made a daring foray into the technical world of pensions legislation, slamming […]

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Tisa publishes guidelines on Isa inheritance rules

Tisa, the British Bankers Association and the British Societies Association have published guidelines to help consumers understand new rules which allow spouses to inherit Isa allowances. In the 2014 Autumn Statement, Chancellor George Osborne announced Isa assets could be passed on to surviving spouses or civil partners. The rules came into effect on 6 April […]

Ian McKenna: Treading the fine line between good and bad robo advice

At the beginning of the month, Nick and Martin Bamford caused amusement around the industry by announcing the launch of Informed Choice’s robo-adviser as an April Fools prank. What many in the industry might find scary, however, is that they are not too far away from the truth. The emergence of real robo-advisers is, in […]

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The anatomy of long-term asset allocation

Parit Jakhria, Head of Long-Term Investment Strategy at Prudential, explains how his team operates to determine our long-term investment strategy to ultimately deliver outcomes for your clients. Recommendations & critical yieldThe Long-Term Investment Strategy Team (LTIS) determines the optimal strategic asset allocation (SAA) and the strategic hedging policies for Prudential’s multi-asset portfolio. As part of […]

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