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Retirement Strategy

Retirement Strategy has been rescheduled and will be published with the January 21 edition of Money Marketing.

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Norman setting up low-cost fund firm

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 […]

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Paradox lost on advice v distribution

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 […]

What triggers the MPAA?

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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