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The businessman stood on the road sign and watched the telescope

Succession targets larger IFAs as it changes buy-out model

Consolidator Succession Group is changing its model for buying advice firms as it eyes larger acquisitions. Money Marketing understands the change will see acquisitions fully completed in an initial transaction, with firms no longer having the option to take shares in the group. It is understood other offers will be made. Succession has acquired 51 […]

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FCA seeking tax advice on Connaught redress

Investors who lost money after the collapse and suspension of the Connaught Income Fund in 2012 will now have to wait for the FCA to seek specialist tax advice before redress payments can be distributed. Although administrators Duff & Phelps have now received previously missing data needed to complete the redress calculations, the regulator has […]

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Sipp firm Guinness Mahon faces claims over unregulated introducers

A law firm has issued five cases against Sipp administrator Guinness Mahon Trust Corporation over allegations it worked with unregulated introducers to facilitate non-standard investments. Solicitor firm Anthony Philip James & Co says five claimants allege they were put into investments not suitable for their needs. The cases relate to investments between 2013 and 2016, […]

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Pension schemes to invest in greener alternatives under new rules

Pension scheme members will be given powers under new government rules to hold their schemes to account over how social and environmental factors impact their investments. Trustees will be required to produce a policy that includes an assessment of the sustainability of their investment decisions. This policy will be available to members so they can […]

The Merchants Trust

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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