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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Lloyds Bank has confirmed it will not launch a financial planning proposition for wealthy clients as previously planned. Money Marketing understands the bank will instead focus on developing its wider advice plans announced last week. The bank will reportedly hire around 700 new advisers as part of its wealth and investment tie-up with Schroders. The […]
Master trust provider Now: Pensions has responded to criticism from MPs about its charging structure in a letter published yesterday. Earlier in the month Labour MP Steve McCabe who sits on the work and pensions select committee criticised how Now: Pensions charges members. Now: Pensions charges members £1.5 per month for an administration fee and […]
Current chair of the Office of Legal Complaints Wanda Goldwag has been named as the new chair of the Financial Services Consumer Panel. The independent statutory body – which represents consumer views and reports to the FCA – has been chaired by Sue Lewis since 2013. Goldwag will take up the position from 1 March […]