Advisers urged to reduce IHT bills through pensions.
Alliance Trust Savings has bought Brewin Dolphin’s Stocktrade, adding more than £4.6bn in assets, in a bid to make ATS more profitable after a public battle with shareholders on the future of the business. The company has bought Brewin’s execution-only stockbroking business for £14m, saying the deal gives ATS the ability to scale its operations, with […]
The FCA needs to urgently clarify when new advice requirements on pension transfers will be applied, organisations across the pensions industry are warning. In its response to the regulator’s consultation on changes to pension transfer rules, the National Association of Pension Funds says conflicting definitions of money purchase benefits risk confusing when advice needs to […]
When Openwork chief executive Mark Duckworth speaks about the drop in adviser numbers since the late 1980s the figures sound astonishing: 285,000 advisers serving a UK population of 50 million in 1989, compared with 23,000 advisers available for 64 million people today. Put another way, there are currently around 200,000 consumers for every adviser when, […]
The making of any fund can be seen in how it responds to crises and opportunities. In this short video, Head of Multi Asset at Royal London Asset Management Trevor Greetham outlines how the Royal London Global Multi Asset Portfolios or GMAPs navigated through Brexit and the US election cycle. He also highlights the importance […]
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