Standard Life is expected to join the FTSE 100 index in the next quarterly change this month. Resolution is also poised to enter the index after its merger with Britannic last year. Schroders is expected to fall out after recent outflows of institutional funds.
In my last few articles I have discussed a number of key issues which should be of prime importance to clients and, therefore, also to their financial advisers in various aspects of pension planning.
The Revenue has rejected accusations that it is encouraging people to pay extra National Insurance contributions to top up their basic state pension although they will lose their money when the White Paper reforms are enforced.Under the current system, people who fail to pay enough NI contributions to qualify for the BSP can pay additional […]
Tony Byrne’s excellent article in Money Marketing (August 24) must have struck a chord with very many IFAs. On December 24, 2005, three of our nine advisers effectively retired. They did not intend to return after Christmas, deeming Christmas a good time to finish, and so finished employment with us prior to December 31, 2005. […]
It is often worth looking at equity sectors which have underperformed over the past year or two. The worst-performing sector over the past year to July 1 has been the healthcare sector, which fell by 2.4 per cent, even underperforming the technology sector, against an average rise in all sectors of around 11 per cent.
Good and growing companies are still to be found, Simon Edelsten, manager of the Artemis Global Select Fund, tells Ross Leckie – even in a world marked by low(er) growth and political uncertainty.
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Intrinsic must compensate a client for the pension transfer advice it gave them. According to a Financial Ombudsman Service decision, in 2015 Mrs C was told to transfer her two existing personal pensions valued around £80,000 to a new Sipp provider. This money was placed in a scheme where Mrs C could adopt a dynamic […]
“There is nothing permanent except change”, so said the “weeping philosopher” Heraclitus circa 500 BC. Few would argue change was not needed in the retirement income market; it is just no one expected it to be so inorganic and non-negotiable. The impact of the pension freedoms Budget bombshell in 2014 was immediate and significant. Revisiting […]
True Potential has grown assets in its discretionary portfolios by £2.1bn in 2017. In its annual results, published today, the platform says it has attracted £3.8bn assets in its in-house funds in 2017, up from £1.7bn in the previous year. Assets into the funds were at £0.7bn in 2015. Since launch in October 2015, True […]