Consumers who have protection policies in place still face a 39 per cent financial shortfall if a breadwinner dies or becomes unable to work due to illness, according to research by Scottish Widows.
Schroder UK fund manager Richard Buxton says he is unlikely to be the top-performing manager of the 10 chosen to contribute to the Skandia UK best ideas fund. Buxton, who runs Schroder alpha plus, picked nine large cap and one mid-cap stock for the Skandia portfolio but is backing a small cap manager to be […]
Abbey has launched a capital guaranteed commercial property bond and three further capital guaranteed deposit accounts. The four bonds offer guaranteed full return of capital at maturity and Abbey says the commercial property-linked bond is the first of its kind to be launched in the UK. The other three bonds available are a residential property […]
Speculation, speculation, speculation are the three words driving the life industry at present.
HM Revenue & Customs says it will contact all clients receiving income from a retirement annuity who will be hit by changes to the way their annuities are taxed next year.
Much has been publicised about how to calculate the tapered Annual Allowance (AA). Are you aware that any subsequent planning could affect the taper calculations? Read more
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Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Do not be spooked by recent falls. The bull market has further to run. Stockmarkets have been thriving in the not-too-hot, not-too-cold “Goldilocks” backdrop of the last few years. Growth has been strong enough to boost profits, and inflation low enough to keep central bank policy loose. Recent stockmarket weakness is centred on signs that […]
The FCA continues to engage with the asset management industry on new European regulations as questions remain over how firms should report costs and charges. After over a month since Mifid II and Priips came into force, concerns have been raised on how fund fees, in particular transaction costs, should be calculated under the two […]