After all the hullabaloo, pension freedom is finally off the ground and running. Despite some slightly uncomfortable headlines (about a dash for cash, buying speedboats and the like) it is still too early to draw definitive conclusions as to the impact this is having and will have on pension saving generally. It will be necessary […]
For all the talk of hung parliaments, horse trading and coalitions, the result of the general election came as a surprise to many – including us. The polls had consistently predicted a close result and so very few commentators (probably none) had expected such a strong performance from the Conservatives on the night. A Conservative […]
The tax position of pension scheme death benefits now looks very attractive and advisers are understandably getting more excited about the planning possibilities. There is much talk of an estate planning revolution, with wealth cascading down the generations. However, a fully paid-up member of the awkward squad might ask: how confident are we this benign […]
The Financial Services Compensation Scheme has appointed former Deloitte partner Mark Adams as a non-executive director. Adams will join the FSCS in June. He replaces Phil Wallace who has served two terms on the board. Adams is a chartered accountant and insolvency practitioner, and has previously been an adviser to the Bank of England. FSCS […]
Simon Gergel, portfolio manager, The Merchants Trust, Allianz Global Investors, discusses the aim and objective of the fund, what challenges there are in running a concentrated portfolio, where to find the most value in equity markets and how the portfolio is currently positioned.
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