Presented with the prospect of a few weeks away from these pages, I find myself contemplating the future even more than one might expect of someone who, at least in theory, is supposed to concern himself with investment.
Neil Jones is technical support manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. The residential nil-rate band (RNRB) was first announced in […]
O&M Pension Solutions has changed its systems ahead of an October deadline to help advisers meet new regulations around transfer value analysis reports. From 1 October, the FCA’s new rules mean transfer value analysis reports will be replaced by a combination of a “transfer value comparator” and an “appropriate pension transfer analysis” The transfer value comparator is […]
deVere Group’s subsidiary UK Workplace Solutions has had regulatory approval to acquire WPS Advisory, which used to trade as Priscum Direct. UK Workplace Solutions was granted the approval notice from the FCA and will merge WPS under its own brand. deVere Group chief executive Nigel Green says WPS Advisory will focus on people facing “tough […]
If you agree with the premise that funds with high charges generally underperform those with low charges, then you must also agree a portfolio that accrues high costs will generally underperform one with lower costs. And if you accept this, the obvious conclusion is to hack away anything that increases that cost. Switching from higher-priced […]