Retirement Strategy has been rescheduled and will be published with the January 21 edition of Money Marketing.
Former Credit Suisse Asset Management UK chief executive David Norman is launching a new asset manager offering low-cost passive investment solutions, with plans to launch a fund range this year. Norman has teamed up with Folio Partners founder Gary Mairs to launch TCF Fund Managers. Fund manager John Kenny has joined the duo as partner […]
The paradox of the RDR is that the D stands for distribution (which is what the banks do), yet the principal focus of the RDR appears to be standards of advice, which is what IFAs provide. Now, we all know there are things wrong with the industry’s historic and present distribution model, primarily because its […]
Axa Framlington has appointed Dan Harlow as a portfolio manager in its UK equities team.
Keydata investors have hit out at the firm’s administrators PricewaterhouseCoopers, saying it has failed to keep them informed of when to expect delayed income payments.
Jim Grant – Senior Product Insight & Technical Support Analyst There’s sometimes confusion around what triggers the money purchase annual allowance. Find out what does and what doesn’t trigger the MPAA. The money purchase annual allowance (MPAA) is a reduced annual allowance that can apply to contributions to defined contribution (DC) schemes. The following table […]
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Making sure you have the appropriate records to support the conclusion in a short time frame is vital
National advice firm LEBC has acquired Bristol IFA Aspira Corporate Solutions for £5m in cash and shares. Aspira has nearly £0.5bn in assets under advice, 50 staff and more than 11,000 clients. Aspira chief executive Derek Miles will join the LEBC senior management team. LEBC says the acquisition will “increase turnover significantly”. LEBC chief executive […]
AJ Bell saw assets under administration increase by 25 per cent to £39.8bn in 2017 for the 12 months ending 30 September 2017. In 2016 AUA was £31.8bn. The business also reported a 29 per cent increase in profit before tax to £21.7m (2016: £16.8m). AJ Bell says the increase in AUA was largely driven […]