Punter Southall has launched a third pension simplification survival guide covering higher net-worth clients and planning around the recovery tax. It includes a guide to the differences between primary and enhanced protection and which is best suited to different clients’ needs.
The board of the 354.6m Securities Trust of Scotland has written to shareholders in inch-high letters urging them not to accept the hostile takeover bid from the 387.4m Perpetual income and growth investment trust.
This year’s Money Marketing Live in London will provide intermediaries with a dedicated mortgage seminar stream discussing the very latest developments within the industry.
Graham Bates is returning to financial services next month as a fund manager with the first in a range of property funds.
Tilney chief executive David Campbell is leading a management buyout of the specialist fund manager.
In the five years since we launched the Artemis Global Income Fund, its manager Jacob de Tusch-Lec has built a distinctive portfolio that is first among its peers. Here he explains why his “quality, cyclical and value yield” stocks, and flexible approach, leave the fund better placed to benefit from uncertainty than funds that depend […]
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Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]
The recent enquiry by the work and pensions select committee has reignited the debate about the future of collective defined contribution schemes. Whether these sort of schemes can be incorporated into the current UK pensions landscape is a moot point. Let’s consider some of the arguments for and against CDC. First of all, it is […]
Retirement interest-only mortgages are set to become more popular following the FCA removing hurdles to selling them. The regulator sees RIO mortgages as a possible aid to the waves of maturing interest-only loans with no repayment strategy. However, the FCA also wants RIO mortgages to be sold more widely, for example as an additional option […]