In my previous piece in this series of articles examining recent and imminent changes to pension planning, I started to concentrate on issues affecting the decision as to whether or not an early leaver from a final-salary scheme should consider transferring their benefits to a private pension arrangement. I discussed the vital importance of considering […]
I am afraid that Harry Katz in his recent letter in Money Marketing headlined, Prac-tical knowledge beats the consultants, does not clearly reflect the context in which I commented about the ABI commission paper.
Aifa is experimenting with the idea of providing customer care managers for the major networks and support services grounds as a way of promoting Aifa and allowing a better flow of information to members.
Exeter Asset Management directors have negotiated a £1m agreement with the FSA over its role in the split- caps crisis. The agreement, signed last week, requires Exeter to pay the money into Fund Distribution, the company established to administer payments to investors in zero-dividend shares of split-capital investment trusts. The payment has been made without […]
Nearly 12 months since sweeping to power, prime minister Narendra Modi has overseen a significant turnaround in India, which is now on track to become one of the most pro-growth, pro-investment economies in Asia. While the market has rallied 48 per cent over the last year in response to Modi’s reform agenda, what is the potential for further progress?
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Passive assets are on track to surpass active funds in 10 years, according to a new EY report. ETFs will benefit disproportionately from the shift because of their low fees and intraday liquidity in volatile markets, EY says. The Global ETF Research 2017: reshaping around the investor report found 67 per cent of the industry expects most […]
The FCA’s focus on vulnerable customers shows no sign of abating, with its recently published Future Approach to Customers once again highlighting its expectations firms treat them fairly by providing a flexible and tailored response. But just as there is no ‘”one size fits all” definition of vulnerability, there is also no single way to […]
Fiona Gray Financial Planning director on differentiating yourself as a female IFA