Kathleen Dickson is joining Scottish Widows Investment Partnership from Baillie Gifford in the newly created role of European equity product specialist. Dickson will work on developing Swip’s European equity and Reit funds.
F&C says it is not tempted to combine its multi-manager experience with its ethical expertise by launching an ethical fund of funds despite greater awareness of issues such as climate change among investors.
The confirmation hearing for the proposed merger of Portman Building Society with Nationwide Building Society will take place on June 7, the FSA says.It will be held at the Norfolk Royale Hotel in Bournemouth on June 7 starting at 11.00 am. The purpose of such hearings is to give interested parties an opportunity to make […]
Software Solutions Partners looks set to buy adviser software provider Sirius after the two companies reached agreement on the terms of the acquisition. Sirius will today post a memo to its shareholders outlining the terms of the scheme as well as consequent meetings and any actions to be taken by Sirius shareholders. SSP is a […]
A widower seeking to minimise IHT on his estate would do well to consider a portfolio of Aim shares.
By Denise Wond, marketing manager We’ve heard a great deal about Generation Rent in recent years but what does it actually mean for consumers and advisers and has the face of the typical renter changed? The picture is certainly more diverse than it used to be. Homeownership is at its lowest point in 30 years, […]
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The rise in IHT takings has prompted complaints around the new residence nil rate band’s impact
The Association of Investment Companies will not be hosting the new key information documents on its website saying to do so would be irresponsible. Since 1 January, Priips legislation has meant advisers have to publish a stand-alone, standardised KID to their client including performance scenarios, risks, and the total cost of products. However, trade bodies […]
The Financial Services Compensation Scheme has paid out £5.7m so far to nearly 800 customers of collapsed discretionary fund manager Strand Capital. The payments were made to 796 investors over the past two weeks. The payments related to client cash only. The compensation was paid directly into customers’ self-invested personal pensions. An administrator’s report published in […]