February 2018
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Case study: Mixed-use property purchase in a SIPP

    18 February 2018

    Keith Gorbutt, technical manager, Dentons Pension Management, walks through a scenario where a SIPP is used to buy the client’s shop premises with a residential flat above.  The ability to buy and hold directly owned commercial property within self-invested personal pensions (SIPPs) has been a popular investment feature for many years.  Many UK high streets...

    READ ARTICLE
  • FE says 43 new managers awarded Alpha Manager status – but 26 lose ranking

    18 February 2018

    Ratings firm FE has announced that a total of 26 fund managers have lost their FE Alpha Manager status in this year’s rebalance, while 43 new names have been added to the list. Each year, FE recognises the top 10% of UK retail-facing managers based on their performance throughout their entire careers. Those who...

    READ ARTICLE
  • 7IM launches retirement planning service targeting income provision at life stages

    18 February 2018

    Seven Investment Management (7IM) has launched a retirement planning service for adviser firms, designed to help with clients at or near retirement.  The 7IM Retirement Planning Service accommodates different ‘pots’ for different financial priorities and risk profiles, aimed at helping advisers deliver the income their clients need throughout various life stages. Advisers have a...

    READ ARTICLE
  • Calls for ban on contingent charging for pension transfer advice

    15 February 2018

    The Work and Pensions Select Committee has called upon the FCA to ban contingent (no transfer, no fee-style) charging for pension transfer advice, a move that has found support with adviser firms. In its latest report on the British Steel Pension Scheme, the Committee says the charging structure is “a key driver of poor...

    READ ARTICLE
  • 31 DFMs now signed to FE Transmission, research provider reports

    15 February 2018

    A total of 31 discretionary fund managers have signed up to model portfolio research and analysis service FE Transmission, in just under three years since its launch. The growing list of subscribers to FE Transmission includes Brewin Dolphin, Brooks MacDonald, Charles Stanley, 7iM, Old Mutual, LGT Vestra, FE Invest, Thesis Asset Management, Bordier, Standard Life,...

    READ ARTICLE

Latest Development

Technical: Winter Warmers including DOTAS regulation

To warm you up (technically speaking) for the year...

Read More

Latest Jobs

All Jobs

Latest Events

11x Tech Insight Seminars Confirmed for 2018 – SIGN UP NOW – NEW Regions!!

We are delighted to announce that in 2018 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even...

Read More