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Rathbones hits road speaking to IFAs

Rathbone Unit Trust Management is hitting the road again this year making contact with IFAs, promoting three of its main trusts.

The investment team will follow up last years national tour, visiting nine locations for either a lunch or dinner appointment, hearing views on stockmarkets, major investment themes and will include Q&A.

The tour will focus on the Rathbone income fund, special situations fund and the global opportunities fund. Locations include Exeter, Bristol, Birmingham, Bournemouth, West Sussex, Nottingham, Edinburgh, Newcastle, Harrogate and Manchester throughout April and May.

Advisers will have the opportunity to meet Carl Stick – manager of the special situations fund, James Thomson – the global opportunities fund manager and Rathbone CEO Julian Chillingworth.


Learning tower of Pisa

Prudential has developed the concept of the pension Isa – which draws on extensive research into financial decision-making – as an idea to encourage the savings habit among middle earners. Here, UK director of pensions development John Glendinning describes how it works.

L&G launches Sandler-style plan

Legal & General is offering a medium-term Sandler-style investment plan. The MTIP, available as an Isa and unit trust, will invest via the L&G distribution trust and will be sold using the newly developed basic advice service. The total annual charges are 1.32 per cent, and the product is intended to provide an alternative to […]

There’s life in the old dog

An offshore life contract could be the adviser’s best friend when generating retirement benefits outside a pension, says Scottish Equitable International head of marketing Steven Whalley.

Premier dreams of halcyon days

Premier Asset Managements halcyon extra income fund is an Oeic fund of funds that is aimed particularly at older investors who may be looking for ways to fund their long-term care needs.

Show me the money – earnings are central to performance in Europe

Equity markets globally currently remain vulnerable to sharp shifts in sentiment caused by either unexpected or unwelcome outcomes in key upcoming political events (the US and German elections, Brexit and the Italian referendum). These top-down influences, combined with the current low global growth environment, will likely lead to broadly directionless markets, and prolong the current low beta return environment. We do, though, […]


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