May 2019


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  • Millennial retirement planning and property wealth

    23 April 2019

    Rathbones head of asset allocation research Ed Smith explains why IFAs and paraplanners should encourage their younger clients not to rely on property wealth when it comes to funding their retirements. If any of your younger clients, or the children of your clients, are looking to property for funding retirement, it might be wise...

  • Three-year track record: Investec Global Special Situations

    22 April 2019

    In her new monthly Investment Research column for Professional Paraplanner, Juliet Schooling Latter, research director, FundCalibre, looks at funds that have just passed or are approaching their three-year track record. This issue she looks at the Investec Global Special Situations fund. Having joined Investec’s Value team in 2007 and 2011 respectively, Steve Woolley and...

  • New Selectapension tool to help expedite data collation for client reviews

    18 April 2019

    Selectapension is to launch a new “Rapid Reviewer” tool, designed to make client reviews of pensions and investments more efficient and cost effective. Annual client reviews, a mandatory requirement for MiFID II regulated products provides an opportunity for advisers to reassess previous recommendations against clients’ current circumstances and review the performance of investments. Selectapension...

  • Defaqto investment bond satisfaction survey raises provider strength issue

    10 April 2019

    Information business Defaqto’s latest investment bonds annual service review has revealed a drop in satisfaction levels around provider strength and brand, online services and administration staff. New business administration, which ranked first in importance for advisers, fell by three percentage points to 75% in 2018. Meanwhile, provider strength and brand, which was rated fourth most...

  • Three reasons to invest in Europe, and three reasons to avoid it

    9 April 2019

    Nikki Howes, investment associate at Heartwood Investment Management, looks at the current picture and assesses what it means for investors in Europe Economic momentum stalled in 2018, with many investors increasingly concerned about slowing European growth. Italy entered technical recession (two consecutive quarters of negative growth) and Germany only missed it by a whisker....

  • Baillie Gifford launches Responsible Global Equity Income Fund

    7 April 2019

    Baillie Gifford, the Edinburgh based investment management partnership, has launched the Responsible Global Equity Income Fund, aims at delivering long-term income and growth through investments in responsible companies. The fund is managed by a team headed by Toby Ross and James Dow, which also manages the Baillie Gifford Global Income Growth Fund. Ross and...

  • What prospects for China’s economy and equity market?

    5 April 2019

    Craig Mackenzie, senior investment strategist, Aberdeen Standard Investments looks at the issues for China’s economy and A share market With a solid earnings outlook and cheap valuations, we hold a positive view of China’s onshore A share market. Importantly, however, we think the current opportunity is a tactical rather than a long-term strategic one. The A...

  • STAR initiative to improve transfer times receives boost from FCA

    3 April 2019

    STAR reports a growing community of firms is signing to its initiative, which was highlighted in the latest FCA Investment Platforms Market Study report. STAR is aimed at delivering an industry standard for the transfer and reregistration of consumer’s money and investments from one financial company to another, thereby significantly improving the transfer performance...