Actuarial and pension specialists Wolanski & Co and CheckleyFisher have merged to create Wolanski CheckleyFisher. Both firms specialise in corporate pensions and the combined firm will create a new player in the actuarial market, made up of seven fully-qualified owner-manager actuaries.
Miton Optimal and Insinger de Beaufort are becoming increasingly cautious on emerging markets and commodities amid expectations of a short-term correction.
Lawrence House Fund Managers is offering a Sipp with no set-up costs or charges for the first year in conjunction with pension specialist DA Phillips. The two firms will pay the 805 set-up and first-year costs of the premier trust Sipp for any client introduced by an IFA. Minimum investment is 150,000 to qualify for […]
CII sets up course to ‘challenge delegates intellectually and strengthen skills’
FSA managing director Hector Sants says the cost of implementing the EU Mifid directive will only be worthwhile if firms exploit the opportunities provided by the directive such as cross-border trade.
In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
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Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]
The recent enquiry by the work and pensions select committee has reignited the debate about the future of collective defined contribution schemes. Whether these sort of schemes can be incorporated into the current UK pensions landscape is a moot point. Let’s consider some of the arguments for and against CDC. First of all, it is […]
Retirement interest-only mortgages are set to become more popular following the FCA removing hurdles to selling them. The regulator sees RIO mortgages as a possible aid to the waves of maturing interest-only loans with no repayment strategy. However, the FCA also wants RIO mortgages to be sold more widely, for example as an additional option […]