September 2017
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  • Don’t take new sustainability ratings at face value, warns asset manager

    12 September 2017

    Kames Capital has raised issues with selecting funds based on the new sustainability ratings from ratings agencies. Investors picking funds must not look at the new sustainability ratings from ratings agencies in isolation, as they fail to tell the whole story, says Kames Capital. While the newly launched ratings have their part to play...

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  • Take the IntelliFlo Paraplanner survey

    11 September 2017

    Back-office provider is currently running a survey with an iPad prize draw. IntelliFlo, provider of back-office solution Intelligent Office, is conducting an anonymised survey among paraplanners in order to get a deeper understanding of what the paraplanning community wants and the roles that paraplanners undertake. As an incentive to take part, IntelliFlo will put...

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  • Mitigating tax charges if the Lifetime Allowance increases

    11 September 2017

    Advisers and paraplanners must prepare for an increase in the Lifetime Allowance next April, if the September inflation remains high, as timings could prove crucial in managing clients’ tax charges, according Nucleus. The wrap platform says the decision to raise the lifetime allowance after years of lowering it could mean substantial tax savings for...

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  • North Korea vs US – what impact on investments?

    11 September 2017

    As North Korea continues to provoke the US by flaunting its nuclear capabilities, should investors be worried and how should they position their portfolios?  Anthony Rayner, manager of Miton’s multi-asset fund range, comments on this tense situation. There has been a lot of noise, provocations, threats and serious flexing of military muscle between the...

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  • Adviser firms without a social media policy at risk

    10 September 2017

    Social media continues to grow in popularity among UK adviser firms as they seek to attract new clients, but failure to put in place social media policies could put them at risk, warns Intelliflo. Seven out of 10 users of Intelliflo’s specialist adviser software, Intelligent Office, now engage with social media for business, up...

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  • Where to look next for lower risk value?

    10 September 2017

    David Jane, manager of Miton’s multi-asset fund range, says that in seeking lower risk value emerging markets have come upon the asset manager’s radar There are concerns about the impact of low volatility and cash flows into risk assets, against a background of negative real interest rates and continued economic growth. Combined with a...

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  • Balancing act for pension scheme trustees facing DB transfers

    7 September 2017

    Trustees face a difficult balancing act in how they communicate the availability of a pension transfer, says Aegon, in response to a report that highlighted a lack of timely information and advice for those in salary-related pensions. Research carried out by pensions consultant LCP and mutual insurer Royal London found the majority of the...

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  • Rise in pensions freedoms access age needs ‘plenty of advance warning’

    7 September 2017

    Proposals to raise the minimum age for accessing pension freedoms need to be given with plenty of advance warning to avoid huge disruption to the plans of thousands of pension savers, says Aegon.  The government previously indicated that it would increase the age at which pension freedoms apply in line with any rises in...

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