Loomis Sayles senior global economist James Balfour looks at the three main macro themes evident during October: a world lacking in demand; the strength of global market performance; and the required exit from profits recession.
Advisers are set to pick up more work planning for long term care needs, a new survey by Just Retirement Partnership suggests. While two thirds of over-45s believe they may be forced to sell their home to pay for care, only 6 per cent have included care costs in their financial planning. 53 per cent […]
Zurich has appointed former Prudential executive director Tulsi Naidu as its UK chief executive. The appointment comes after Zurich announced last year UK chief executive Gary Shaughnessy would be taking on a new role as chief executive for Europe, Middle East and Africa. Naidu joined Zurich in September as EMEA head of business development. She […]
Working out how much you can put into a pension has never been the easiest thing. Over recent years, the variations on the annual allowance has only made it harder for higher earners and those seeking to access their benefits earlier in life. The issues could be enough to restrict the amount people pay into […]
The FCA has recently published a paper on smarter consumer communications (FS16/10). It pulls together feedback on various issues around communicating information to consumers in a way that is compliant but also more engaging and relevant than is the case currently. It does not contain any proposed new rules or policy but it does signpost […]
Click link to view full video Portfolio manager Aziz Hamzaogullari talks about the unique style he brings to growth investing, shares examples of companies that meet his growth criteria and explains the importance of fundamental research in a concentrated fund.
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Scotland has introduced a new set of income tax bands, but pensions experts warn that the changes could cause issues with pension tax relief calculations. In the Scottish Budget today, the Government announced a new starter rate of 19p and then a 21p rate for those earning over £24,000. The higher rate of tax is […]
The scramble to do as many defined benefit transfers as possible while values remain high is unabated, and I am constantly amazed at how some firms have thrown caution to the wind in the hunt for their share of this – admittedly lucrative – opportunity. The problem is that advisers are putting their profits before […]
The FCA working group tasked with setting a template for fund charge disclosure is considering whether one or multiple templates would be more suitable. The institutional disclosure working group, chaired by transparency champion Chris Sier, has been tasked with creating a new template for fund costs and charges following the package of remedies outlined in […]