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Scot Mutual funds set to top £10bn

Scottish Mutual is set to break through the £10bn funds under management barrier for the first time.

Scottish Mutual Portfolio Managers recorded funds under management of £9.94bn at the end of the third quarter. When Abbey National bought Scottish Mutual in 1991, funds were £2.3bn.


Two Oeics for Johnstone

Murray Johnstone is launching its first two onshore Oeics, including a portfolio and fixed-interest fund. The Murray Portfolio Fund will be an actively managed service aimed at relatively wealthy investors and will be fully Pepable. The Murray Gilt Fund, which invests in medium-dated fixed-interest stocks, aims to offer security of capital and an above-average level […]

Dead settlor goes in offshore onslaught

The Government is clamping down on offshore tax loopholes, with the dead-settlor rule and portfolio bonds the first to be hammered. Draft anti-avoidance legislation, aimed at filling Government coffers with an extra £1.5bn, is promised next month. The general anti-avoidance rules could crack down on up to 200 tax dodges. The Budget axes the dead-settlor […]

I&S axed from Assets trust

The board of the Continental Assets investment trust has dumped Ivory & Sime from running the fund and called in Invesco Asset Management. Proposals for the reconstruction of the £85m trust will be sent shortly to shareholders. Invesco has worked with the trust board to provide a number of choices for shareholders following the sud […]

Which direction should your training be taking?

So you&#39ve been on all the compulsory courses, you&#39ve reached competent status and you&#39re now involved in continuing professional development (CPD). But how much more new business have you gained as a result? If the answer to the question is “none” or “I don&#39t know” then you&#39ve got a problem. CPD will cost you time […]

Greg Broomer 2

Survey looks at the challenges facing businesses post auto-enrolment

A survey conducted by Johnson Fleming at the Pension & Benefits Show 2014 highlighted the key challenges faced within organisations post auto-enrolment. The results showed that communicating the changes and the value of them to staff, and receiving timely data from the payroll provider proved to still be the most challenging aspects of managing an auto-enrolment scheme.


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