UK Equity Income failing to deliver consistent performance

UK Equity Income funds are failing to achieve consistent performance, according to an analysis over the 12 most popular sectors over the last three years. Only 1.3 per cent of UK Equity Income funds managed to achieve above median returns in each of the last three 12-month periods, BMO Global Asset Management’s latest quarterly research shows. […]


Lifetime allowance

Jim Grant, Senior Product Insight & Technical Support Analyst Benefit crystallisation events and the lifetime allowance charge – all you need to know. The lifetime allowance (LTA) is the maximum amount that can be crystallised before a charge applies. It used to be £1.8m but it’s steadily decreased to £1m. There’s a whole list of […]

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Flagship study shows a quarter missing out on advice despite need

A quarter of UK adults might need financial advice, but have not taken any in the last twelve months, an FCA study has found. Just three per cent of UK adults aged 35 to 44 have had regulated financial advice in the last year, the flagship survey of around 12,000 people shows. 21 per cent […]

Facing up to Solla’s version of Alan Sugar

My five years are up. Up until now I have been submitting relevant CPD every year but now I am having to completely reapply for my Later Life Adviser Accreditation with the Society of Later Life Advisers. That means getting a lot of ducks in a row for the submission and this week is the […]

FAMR – a familiar response

Pension specialist Fiona Tait takes a look at the Financial Advice Market Review and assesses the three areas where it suggests improvements can be made With significant budget changes ruled out (for a while anyway), the pension community briefly turned its attention to the FCA’s final report on its Financial Advice Market Review (FAMR), hoping […]


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