January 2019
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Voluntary NI contributions discounted rate ends on 5 April 2019

    20 January 2019

    Royal London is urging adviser firms to make clients aware they can top up their state pension before 5 April at a discounted rate. The mutual says people thinking about paying voluntary National Insurance Contributions to fill past gaps in their contribution record will be better off doing so before 6 April. Under current rules,...

    READ ARTICLE
  • AJ Bell passes on passive fund cost savings to investors

    20 January 2019

    AJ Bell has reduced the annual charges on three of its passive multi-asset funds, by up to 20%, as part of its commitment to passing on cost efficiencies as the funds grow in size. The AJ Bell passive funds were launched in March 2017 with an Ongoing Charges Figure (OCF) capped at 0.5%. Within this,...

    READ ARTICLE
  • ESG screening is positively impacting portfolio performance

    20 January 2019

    Research by asset management group Amundi has shown that over the past four years environmental, social and governance (ESG) has been positively impacting sections of the market, with 2014 proving to be the turning point for socially responsible investing affecting stock prices.  The research was undertaken following growing demand for ESG investing from the...

    READ ARTICLE
  • Ignorance of MPAA leading to unexpected tax bills

    17 January 2019

    Over one in five drawdown customers are unaware there is an annual limit to the amount that can be paid into their pension once it has been ‘flexibly accessed’, putting them at risk of large unexpected tax bills, according to Canada Life. In a survey* the life and pension provider found that 22% of...

    READ ARTICLE
  • 2019 – why returns should be positive and the challenges ahead

    17 January 2019

    Following a turbulent start to the year on global financial markets, volatility will persist throughout 2019, reflecting uncertainty as the Fed tightens monetary policy – but current stockmarket valuations will generate positive returns for investors, according to Tom Elliott, deVere Group’s International Investment Strategist. Elliott says: “Was the fourth quarter sell-off a late cycle...

    READ ARTICLE
  • Talbot and Muir flags high-fee little-service issue for SSASs

    17 January 2019

    Talbot and Muir is suggesting financial adviser firms with SSAS clients to look closely at whether they are being charged high fees for little or no service. The SIPP and SSAS specialist said SSASs in this category risk failing to meet the administrative requirements of HMRC and The Pensions Regulator, and could face large fines and...

    READ ARTICLE
  • VCTs provider activity increases

    16 January 2019

    Venture Capital Trusts are seeking investors as the tax year end approaches, with Albion Capital announcing fund raising and Ingenious launching a new vehicle. Investment manager Albion Capital is seeking to raise up to £36 million through top up offers for its six venture capital trusts. The six VCTs include Albion Venture Capital Trust...

    READ ARTICLE
  • CISI survey shows mental health conversations an issue for financial services

    16 January 2019

    Less than half of employees working in financial services would feel comfortable opening up to their manager about mental health, new data from the Chartered Institute for Securities & Investment has shown.  In a survey of 3,686 respondents, 23% said they were “unsure” how confident they would be talking to their manager at work...

    READ ARTICLE