Crystal ball gazing is not recommended. Best left to astrologists and their followers. But a reader asked me a question recently which caught me short: what happens from a regulatory perspective when hundreds of thousands of people with little or no investment experience start retiring each year on defined contribution-only pensions and move into drawdown? […]
Sanlam Private Investments UK chair Daniël Kriel is stepping down after nearly six years in the role. He will be replaced by Sanlam UK chief executive Jonathan Polin. Polin became chief executive of the Sanlam UK group in January 2016. Kriel is also stepping down as Sanlam Private Wealth chief executive after 13 years. Sanlam […]
We recently obtained figures from HM Revenue & Customs that show the government’s tax take from the lifetime allowance in 2016/17 was more than 1000 per cent greater than it was in 2006/07. The lifetime allowance affecting more people is not really a surprise. But the scale of the increase, along with the knowledge that many […]
Are model portfolio platform deals stopping clients leaving? Charges for model portfolios offered by discretionary fund managers on platforms have been called into question as the regulator’s deadline for publishing findings from its platform market study creeps closer. The FCA is expected to publish its interim report on the platform market in the summer and […]
Welcome to the latest update for Allianz Technology Trust PLC from the Trust’s portfolio manager, Walter Price. Portfolio review The Trust’s NAV returned 4.3% , outperforming the Dow Jones World Technology Index return of 2.8%. In US dollar terms, the portfolio gained 4.8%. During the month, stock selection contributed to relative performance, and industry allocation […]
- Top trends
- Top trends
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Paul Lewis: Financial advisers and journalists are one and the same
- Who were the winners at the Money Marketing Awards?
- How much are advisers charging for pension transfers?
- Aegon apologises to advisers over Cofunds replatforming
News and expert analysis straight to your inboxSign up