AJS Wealth Management, Intelligent Capital and Ward Mitchell have signed up to the Nucleus platform, bringing the total to 13.
Dalton Strategic Partnership has set up a pan-Asian equity fund, which will be managed by Sally MacDonald.The Melchior pan-Asian Advantage fund is a them-atic portfolio that will invest in between 45 to 75 stocks in markets including Hong Kong, China, India, Australia and New Zealand.MacDonald, who was previously a senior fund manager on the Asia […]
UK pension schemes have moved into surplus for first time in over five years, according to research from Aon Consulting.
The issue of caveat emptor has come to the fore again. The FSA has made it clear that firms will be responsible for giving consumers all the information they need to make an informed decision. FSA supremo John Tiner, said: “Increasingly, consumers will be educated to take responsibility for their own actions and while the […]
The public administration select committee has called on the Government to extend its help for victims of occupational scheme collapses to those schemes wound up by solvent employers.The PASC report, Pensions Bill: Government undertakings relating to the Financial Assistance Scheme, states the Government’s proposal to ask the team reviewing the FAS to look into solvent […]
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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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 […]