Bristol IFA Carole Nicholls has been elected president of the Personal Finance Society, replacing Brian Steeples, who steps down at this week’s AGM.
HSBC International has brought out a capital-protected offshore Oeic that is linked to the performance of the DAX global Bric Index for five years.
Investors in this fund will receive a full capital return at the end of the term regardless of the performance of the index, plus a minimum return of 9 per cent growth.
Fidelity UK managing director Richard Wastcoat has called on the Government to raise the annual investment limit for Isas.Wastcoat welcomed economic secretary Ed Ball’s confirmation that Isas would be made permanent after 2010, but asked for the Government to consider raising them from their current £7,000 level.Since their launch in 1999, UK consumers have opened […]
Helen Pow asks if it is time for investors to move away from diversifying their portfolios
Capital & Regional are the latest member to join the Reits and Quoted Property Group. The co-investing real estate asset manager manages property assets for funds in which it holds a significant stake. There are now 32 companies that are members of the group behind the Reita.org website and awareness campaign. The Group now includes […]
Indian equities have officially re-entered a bull market, with the benchmark index climbing to a 11-month high. Better-than-expected data on US jobs and a brightened outlook for global growth have contributed to the market’s strong returns, but domestic drivers have also played a big part in the recent rally. Kunal Desai, Manager of the Neptune […]
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The New Model Business Academy received just over half the Government funding for its apprenticeship programme it was hoping for, which has led to paraplanner and administrator apprenticeships being shelved. NMBA, which is part of the SimplyBiz Group, announced earlier today it is opening applications for its apprenticeship programme this week. In December, it received […]
Platform Alliance Trust Savings must compensate a client after he was unable to make several investments because the online service was down. The client, Mr W, had around £2m in his Sipp fund with ATS. In late June 2016, his advisers tried to make a number of investments into specific funds, however, these did not […]
Last year, Money Marketing took a deep dive into how advisers are remunerated with an extensive reader survey. This year, we’re going even bigger and better, teaming up with recruitment consultancy BWD to bring you the definitive picture on pay. With your help, we hope to decode how qualifications, employment status, geography, gender, job title and other […]