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Scepticism on review&#39s goals – Chartwell

Chartwell Investment Management is sceptical about whether the Sandler review will achieve its goals of empowering consumers and encouraging people on low incomes to save.

It says standardised products sold without advice overlook the fact that investors have diverse objectives and risk profiles and are more likely to attract sophisticated investors than low-income consumers with limited financial knowledge.

Chartwell agrees with Sandler&#39s point that many actively managed funds have high charges and poor returns but suggests they should be encouraged to charge according to performance to allow for the fact that good actively managed funds can outperform in volatile markets.

Chartwell is also calling for increased product transparency on with-profits to get the go-ahead as a matter of urgency.


&#39With-profits firms will secure their future&#39 – Save and Invest

With-profits providers will rise to the challenge of the Sandler review and secure themselves a future, claims Save and Invest.The with-profits product has received a battering from critics recently but Save and Invest remains confident that the product will weather the storm of the Sandler and Pickering reports.Save and Invest managing director Jeffrey Deans says: […]

Inside Edge

Like me, you are probably a bit fed up reading about the proposed changes to polarisation as announced in CP121. But you have to admit that it is one of the key issues facing us all. There is one area, however, that seems to have received surprisingly limited coverage – the proposed change in the […]

Aberdeen doesn&#39t flinch as MPs vent fury over split-caps

Aberdeen Asset Management enduring a grilling from the Treasury select committee last week over split-cap investment trusts, with MPs branding the firm&#39s marketing “the unacceptable face of capitalism”.In his testimony before the Parliamentary committee, Aberdeen chief executive Martin Gilbert was unrepentant about the performance of the sector, saying stockmarket falls were behind the collapse.Despite accusations […]

Ron to the rescue?

Unlikely as it seems, Ron Sandler may yet turn out to be IFAs&#39 knight in shining armour – or at least their knight in tarnished armour as a result of his recommendations to the Treasury published last week.He appears to be advocating a remuneration system, which has been welcomed by many within the IFA community […]


MPAA consultation

By Fiona Tait, pensions specialist The chancellor’s announcement of proposed cuts to the Money Purchase Annual Allowance means it will be more important than ever to be able to tell your PCLS from your UFPLS What was in the statement? Not much. The chancellor spared three sentences to inform us that the Money Purchase Annual Allowance will be reduced […]


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