In this short video, Peter Rutter, head of global equities at Royal London Asset Management, explains how he uses the company life cycle framework as part of his investment approach.
The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice.
Old Mutual Wealth’s financial planning arm has acquired Infiniti Financial Planning, which it will join with recently acquired Premier to form its Birmingham base Old Mutual Wealth Private Client Advisers acquired Premier Planning and Premier Wealth in March. Today it announces the purchase of Infiniti, for an undisclosed sum, which gives advice to around 700 […]
Do not make the mistake of thinking you have time to pause for breath. After the rush of last- minute questions, applications, pension top-ups and Isa reshuffles, tax year 2016/17 is now history. Yesterday, we bid a cautious welcome to tax year 2017/18, which will bring with it fresh challenges, new numbers to commit to […]
House price inflation in March was 3.8 per cent year-on-year, down from 5.1 per cent in February, according to the latest Halifax house price index. House prices in the three months to March were 0.1 per cent higher than in the previous quarter. The average UK house price in March was £219,755. House sales in […]
Standard Life chairman Gerry Grimstone says the firm is eyeing Dublin as its new European Union hub and argues London is going to become a smaller financial centre after Brexit. Standard Life currently has an Irish branch, but would upgrade this to a subsidiary, Grimstone told Bloomberg. The firm would then make its German business […]
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A weekly account of the curious goings-on in the world of financial services from Money Marketing’s diary page Green with envy While scouring through the MPs’ Register of Interests last week, one WSJ correspondent took to reading the fine print of Treasury committee member John Mann’s file. Among the list of international trips undertaken by […]
Long-awaited guidance clears up confusion around the IHT position of policies issued under seal Life assurance protection is an often overlooked estate planning tool. For UK-domiciled individuals, effecting a policy subject to a trust can deliver a neat, effective way of sorting inheritance tax liability that cannot be diminished through other planning. It can also […]
Workplace provider Smart Pension has been told not to publish an advertisement again after a complaint to the marketing standards watchdog over its “threatening” tone. In November last year, Smart Pension sent a letter to business owners, stating that “failing to set up your workplace pension now could soon blow a serious hole in company […]