June 2019


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Latest - Income Zone

  • Risk modelling capability will be “game changer” for structured products

    9 February 2017

    New regulation and developments that will give structured products comparable risk ratings with funds, will create a more even playing field when adviser firms are constructing client portfolios, Investec Structured Product’s Colin Brockman tells Rob Kingsbury. Developments in the market look set to align over the next year to enable structured products to be...

  • FP Miton Income Fund moves to quarterly payments for investors

    6 January 2017

    Miton is moving the FP Miton Income Fund, managed by Eric Moore, to quarterly income distribution payments, with a view to providing investors with a more regular source of income, the company says. Currently, the fund distributes income twice a year, on 30 November and the 31 May. From 2017, income will also be...

  • Safe rate drawdown: Is 4% still the magic number?

    27 December 2016

    A recently published white paper by Investec Structured Products looked at the ‘safe’ rate of drawdown and sustainable spending in UK retirement. Here we look at some of the main findings.  In a white paper Investec Structured Products has delved into thes ground-breaking research of William Bengen and others, into ‘safe withdrawal rates’ for people withdrawing...

  • Retirement income vs risk challenge will only grow in years ahead

    12 December 2016

    As risk averse retirees increasingly choosing drawdown over annuities, new solutions need to be found to counter market threats to income, says Steven Cameron, pensions director at Aegon. The number of individuals over 65 who have some of their income linked to the stock market is sitting at 29% today. However, this number is...

  • Is it all over for bonds?

    22 November 2016

    That is the question, says Anthony Rayner, manager of Miton’s multi-asset fund range Our view has been that for much of this year, the economic environment has been improving. Economic growth data have shown a recovery across the major economies and inflation has shown something of a pick-up. At the same time, political risk...

  • New survey shows 1 in 4 retirees plan to strip cash from pensions

    21 November 2016

    Almost 1 in 4 of people over 50 plans to cash in some or all of their pension having already used the 25% tax-free allowance, according to Retirement Advantage. New research* from the retirement product provider reveal that while some priorities include saving the money for a rainy day (28%) and generating an income (28%),...

  • Inflation the biggest risk for investors?

    16 November 2016

    Investment company fund managers see the threat of inflation as the biggest risk to equity portfolios and are positioning accordingly, according to the Association of Investment Companies (AIC). The AIC collated comments from a number of managers on topical issues, reported below. A new US President Hamish Baillie, Co-manager of Ruffer Investment Company said:...

  • Will triple-lock income promise be broken in Autumn Statement?

    14 November 2016

    As the Work and Pensions Select Committee urges government to scrap the state pension triple-lock, could it now be in danger from the Autumn Statement? AJ Bell senior analyst Tom Selby comments. While policymakers were never clear about the exact aim of the triple-lock, a key consideration in its introduction was the fact pensioner incomes had,...