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MPL launches alternative to gated Traded Policies fund

Investors who bought into traded life settlement policies through Managing Partners Limited face a stark choice between staying in the gated Traded Policies fund or moving to an alternative fund that they have to stay invested in for at least five years. MPL has launched a new fund for investors after the firm placed a […]

Danby Bloch: Immediate client priorities following the Budget

The pension annuities revolution has come as a surprise to most advisers and the need to think through the implications for both clients and firms is pretty urgent. Of course, there is a whole year until the full impact of the changes hits in April 2015 but clients need guidance in the meantime. What is more, the interim […]

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Cofunds blames ‘scale of regulatory change’ as profits fall to £4.2m

Cofunds has posted a pre-tax profit of £4.2m for 2013, a drop of 16 per cent from the £5m pre-tax profit posted in 2012.  The platform was acquired by Legal & General in May. It says as part of the acquisition it is targeting annual savings of £11m by 2015. Turnover increased by 7 per […]

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 […]

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