UBS is launching a multi-asset fund, to be managed by its global investment solutions team. Headed by Jamie Lewin, the fund will be predominantly equities and fixed-income, with both property and private equity excluded at launch.
In 1988, I gave myself the advice to opt out of Serps and used an NPI personal pension to do this. I am now 61 and have decided to make use of the fund available which is just short of £40,000. Under current legislation, I can get get a quarter of this, very nearly £10,000 […]
Friends Provident socially responsible investment marketing manager Julia Dreblow says the FSA’s treating customers fairly initiative is commendable but there are still grey areas over social, ethical and environmental issues which need to be clarified.
The Chartered Insurance Institute plans to add mortgages to its list of expertise after revealing a £1m investment in the sector.The CII plans to provide training for up to 6,500 mortgage advisers in both the direct and intermediary market in 2007 although it stre-sses that it is likely to target bigger organisations with a minimum […]
‘IFAs need to be at least alerting client employers and pension scheme members to the risks of saving’
Ewan Thompson, Head of Emerging Market Equities, Neptune Although in political terms 2016 will be remembered for the seismic shocks of the Brexit vote and Trump’s presidential victory, the year was also a watershed for the global economy and emerging markets in particular. Following five years in the wilderness, the conditions are now in place […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]