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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Scotland has introduced a new set of income tax bands, but pensions experts warn that the changes could cause issues with pension tax relief calculations. In the Scottish Budget today, the Government announced a new starter rate of 19p and then a 21p rate for those earning over £24,000. The higher rate of tax is […]
The scramble to do as many defined benefit transfers as possible while values remain high is unabated, and I am constantly amazed at how some firms have thrown caution to the wind in the hunt for their share of this – admittedly lucrative – opportunity. The problem is that advisers are putting their profits before […]
The FCA working group tasked with setting a template for fund charge disclosure is considering whether one or multiple templates would be more suitable. The institutional disclosure working group, chaired by transparency champion Chris Sier, has been tasked with creating a new template for fund costs and charges following the package of remedies outlined in […]