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Has pensions cold calling ban been worth waiting for?

The pensions cold calling ban has been a long time coming, but does it go far enough in protecting people from scams? If something is worth having, it is worth waiting for, so the saying goes. The ban on pensions cold calling is finally set to take effect from June, having reached the statute books this […]

Ian Taylor Transact 440

Transact reports record inflows as assets near £30bn

Platform Transact has reported record first half inflows in its first trading statement since floating. The platform’s parent company IntegraFin listed on the London Stock Exchange in March with a £650m valuation. In an H1 update today, the company says funds under direction at the end of the six-month period to 31 March were £29.8bn, […]

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HMRC to appeal ‘loyalty bonuses’ ruling after Hargreaves victory

HM Revenue and Customs will go back to court with Hargreaves Lansdown as it appeals a multi-million pound judgement on loyalty bonuses for investors. In March, Hargreaves successfully defended its position over the so-called “discount tax”, arguing that rebates of annual charges, such as loyalty bonuses, paid on funds held outside Isa or Sipps should […]

Europe 2017: Value, large-caps & liquidity

Joshua Ausden, Head of Client Investment Strategy, Neptune Read more here Important Information – for Investment Professionals Only. Not for Retail Clients.Investment risksNeptune funds may have a high volatility rating and past performance and forecasts are not a guide to future performance. These are Neptune’s views and as such this document is deemed to be […]

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