Fidelity International president Brian Conroy will soon leave the business for the US company the asset manager was spun out from. Conroy’s role at Fidelity Investments, which is controlled by the same family that owns a large stake in Fidelity International, has not yet been disclosed, but he will be leaving his current role at […]
MPs have scrutinised Barclays over plans to attach its final salary pension scheme to the investment banking arm. Work and pensions committee chairman Frank Field has written to The Pensions Regulator chief executive Lesley Titcomb about 280,000 savers that would be affected by the move. The bank offered employees a final salary scheme until 2012 […]
Some fund managers’ costs have been shown to increase at least two times beyond the ongoing charges figure, as Mifid II rules around fee disclosure take effect. According to research by the Financial Times and the Lang Cat, the cost of investing in funds run by investment giants including BlackRock and Vanguard can double once […]
Inspiration to make your client experience really stand out
As tax year end is almost upon us, have your clients made the most of their inheritance tax (IHT) exemptions? Did you know your clients can give as many individuals as they please £250 each. As long as the gift doesn’t exceed this amount (even by a £1) it doesn’t count in their inheritance tax […]
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