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What is life planning?

At the Personal Finance Society Festival of Financial Planning yesterday, three leading lights of the life planning movement gave their thoughts on why it is different from financial planning, and why it is so important. This is an edited transcript of their discussion. Justin King, MFP Wealth Management adviser From my experience when I was a […]

Aberdeen Standard taps into e-commerce with investment trust

A new investment trust from Aberdeen Standard Investments will invest in warehouses and distribution centres to tap into the growth of e-commerce and online retailing. The Aberdeen Standard European Logistics Income investment trust will aim for a 5.5 per cent yield and total return of 7.5 per cent annually. Evert Castelein will manage the investment trust from […]

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Investment Association demands answers on shareholder revolts

Investment Association boss Chris Cummings has requested responses from FTSE All Share companies on shareholder revolts for a public register that will be launched this year. A letter has been sent to all companies that received more than 20 per cent opposition against any resolution or where a resolution was withdrawn before an AGM. The […]

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Vanguard: Platform frustration drove pricing model change

Vanguard says platforms frustrated by its dilution levies were a driving force behind its switch to swing pricing, while it argues investors should see total expense ratios come down from the move. The change came into place across its UK and Dublin-domiciled funds this month, but will not apply on ETFs. Marketing head Nick Blake says […]

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