March 2019


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  • Review flags 2018 as “fantastic” year for structured products

    7 February 2019

    2018 was “fantastic for structured products” despite the wild swings seen across financial markets, according to Ian Lowes, managing director of Lowes Financial Management, the firm which produces the annual Structured Product Performance Review. The review analysed the 381 structured products that matured in 2018. It found that not a single capital-at-risk product that...

  • Dynamic Planner begins roll out of £5m ‘Elements’ software

    7 February 2019

    Dynamic Planner has announced a three year, £5m technology investment into the next generation of its software – Dynamic Planner Elements – which the company is rolling out over two years. The new iteration of the software is intended to help adviser firms deliver annual suitability reviews and charges disclosure under MiFIDII without leaving...

  • Financial advice threats and opportunities

    4 February 2019

    Brexit is proving a contentious issue for the advice industry, with over half of advisers viewing it as a threat, while a quarter cite it as an opportunity. According to the latest research by Aegon, 51% of those surveyed saw Brexit as the biggest threat to the advice sector, while 27% viewed it as...

  • 5 ways to use VCTs in financial planning

    1 February 2019

    Venture capital trusts (VCTs) can benefit clients in a broad range of different situations, says Paul Latham, managing director, Octopus Investments. Over the course of the 2017-18 tax year, more than 400 advisers wrote their first venture capital trust (VCT) case with Octopus. It was indicative of the wider trend towards making more use...

  • Drawdown investors ‘remarkably resilient’ in volatile markets, survey finds

    29 January 2019

    As many as a third of drawdown investors would not make changes to their investments following sharp falls in the stock market, a new study from Canada Life has shown. Of those investors who said they would be concerned about stock market moves (67%), markets would need to fall by as much as 7.5%...

  • Is everything now a bubble and if QE turns off, will it burst?

    26 January 2019

    The addiction to abnormal monetary policy is proving troublesome for policy makers, says David Jane, manager of Miton’s multi asset fund range, Many years ago we described QE as battlefield medicine, quite necessary at the time but with real danger of addiction if not exited early. Ten years after its introduction, attempts to exit QE are...

  • Centralised Retirement Propositions need to become mainstream

    24 January 2019

    Centralised Retirement Propositions (CRPs) need to be prioritised and brought into the mainstream, Seven Investment Management has said. The group said a combination of pension freedoms, low annuity rates and shifting demographics have created “a growing need for solutions in retirement” for many clients. Despite this, 7IM’s head of intermediary Verona Kenny says CRPs...

  • 10-year term structured product sees first 3-year returns and issues 26th tranche

    23 January 2019

    Mariana and Lowes Financial Management have issued the 26th tranche of the Mariana 10:10 Plan, a co-operation between the two companies. The first of the plans launched in 2015 and were the first to extend the maximum possible term of an autocall (or kick-out) investment beyond the then typical six years to 10 years. Pushing...