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Latest - INVESTMENT ZONE

  • Gold no longer glitters for 7IM

    19 August 2018

    Seven Investment Management, which has dropped gold from all but its most cautious multi-asset portfolios.  The investment group said even among its most cautious portfolios, exposure to gold has been halved to just 2%, in favour of a move towards general commodities. It follows a previous reduction in gold exposure of 1% in November...

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  • Octopus opens share offer for AIM VCTs as retirement planning options

    15 August 2018

    Octopus Investments has launched a £20 million joint fundraise for its two Alternative Investment Market venture capital trusts, as clients seek tax-efficient means to save for retirement outside of lifetime allowance limit. The VCTs will offer investors access to a wide range of AIM-listed companies across a diverse range of sectors, from building materials and pharmaceuticals to software development and...

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  • EISA launches membership programme to encourage greater participation

    14 August 2018

    The Enterprise Investment Scheme Association has launched a new membership programme for advisory firms, and is targeting financial planners, advisers and paraplanners. The Financial Planning programme will offer members a forum to share their views at the highest policy levels, as well as access to a range of online resources, free workshops and training...

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  • Fewer adviser firms seeking discretionary permissions

    13 August 2018

    The number of advisers seeking discretionary permissions is falling, according to Nucleus’ latest adviser survey.  The wrap platform said just one in 10 advisers planned to hold discretionary permissions this year, down from one in five respondents in 2016. Meanwhile, for Nucleus users, in-house model portfolios continue to prove most popular for client investments....

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  • New Transfer Tracking service to ‘do away’ with chasing progress by phone

    13 August 2018

    Origo has launched a Transfer Tracking service to monitor the progress of pension, GIA and ISA transfers, when being moved between providers and platforms. This, the Fintech company says, will enable advisers, paraplanners and administrators to see the exact progress of clients’ transfers online, “doing away” with the need for chase-up phone calls. The...

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  • Cashflow planning software from sees jump in usage

    12 August 2018

    Cashflow planning software CashCalc has seen its funds under calculation jump by 54% during the first six months of 2018, taking the total figure to beyond £50bn.  Since the start of the year the number of clients added by advisers into CashCalc increased by 26%, while the number of cashflow plans that have been...

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  • AIC flags platforms that allow investors to vote

    12 August 2018

    The Association of Investment Companies (AIC) has published a list of platforms which allow investors to vote their investment company shares. In a bid to help shareholders understand exactly what their chosen platform allows, the information highlights whether investors can vote on shares, what they need to do to vote their shares, how far...

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  • Chase de Vere targets medical profession with new service

    9 August 2018

    Chase de Vere has the medical profession firmly in its sights, with the launch of a new service dedicated to providing financial advice to those working in the industry.  Chase de Vere Medical has been created to “empower doctors to make well informed financial decisions” and caters for junior doctors all the way through...

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