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SimplyBiz adds fourth DB transfer partner to panel

SimplyBiz has added a fourth partner to its defined benefit pension transfer referral panel. Peterborough-based Tuto joins Grove Pension Solutions, Pensionhelp and Creative Wealth Management on the panel. SimplyBiz compliance director Gary Kershaw says: “While talking to potential partners and then undergoing the due diligence process with Tuto, I felt comfortable that its approach to […]

Global Alpha

‘Low volatility’: low risk, low reward?

Robin Geffen, Fund Manager & CEO, Neptune ‘Low volatility’ products originated as tools for institutional investors who were contractually obliged to provide instant liquidity. Now they are sold to individual savers – the very people who need long-term options the most. Find out more here Important information Investment risks    Neptune funds may have a high […]

Andrew Tully: Simplification key in FCA non-workplace pension review

The regulator must focus on removing outdated rules and making charges and illustrations clearer An FCA discussion paper released earlier this month has asked for views on non-workplace pensions. Covering a mix of products, including Sipps, stakeholder and individual pensions, as well as older contracts, such as s32 buyouts and retirement annuities, it focuses on […]

Europe’s resurgence: The political and economic drivers

Watch Rob Burnett, manager of the Neptune European Opportunities fund, discuss the political and economic factors driving European equities today. With potentially tighter monetary policy on the horizon and record valuations for defensive stocks, Rob believes that there is an asymmetric opportunity to the upside for value strategies. In the video, Rob discusses: The impact […]

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