Scottish Widows Investment Partnership has launched its multi-manager optimal multi-asset fund in the UK retail market to be run by Mark Harries and Simon Wood.
A financial adviser in Scotland has been jailed for two and a half years after defrauding his clients out of almost £300,000.
The Liberal Democrats have hit out at Tory proposals to cut inheritance tax and stamp duty, saying it will result in a £7bn shortfall.
Personal Touch Financial Services chairman Martin Wilson has stepped down from the network. Wilson was suspended from PTFS in November pending an internal investigation, although at the time, nobody at the network would comm- ent on the details, saying it was “an internal matter”. Wilson says this has been resolved without any disciplinary issue and […]
Rathbones has appointed Mike Webb as chief executive of its unit trust business.
Kunal Desai, manager of the Neptune India Fund, comments on how India’s 2017 budget will impact the Indian economy and equity market. Read article here: Important Information – for Investment Professionals only. Not for Retail Clients.Investment risksThe Neptune India Fund may have a high volatility rating and past performance is not a guide to future […]
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Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]
The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]
Building on auto-enrolment’s success and fine tuning the pensions dashboard are high on the list As I write my first Money Marketing column of the year, it has given me an opportunity to look back on what the Government has done to transform pensions and savings for people since 2010. Five years on from the […]