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Why global bonds work as 'a hedge against equity market risk'

Why global bonds work as 'a hedge against equity...Lock icon

Improving economic conditions are likely to create pockets of value in parts of the global bond market, according to Morningstar.

Published : 15, Aug 2017
More UK pension trustees to be hit with higher penalties

More UK pension trustees to be hit with higher...Lock icon

The Pensions Regulator is stepping up how it uses its enforcement powers, which includes financial penalties, and expanding who it considers to be a professional trustee.

Published : 14, Aug 2017
'Dramatic year' fails to dent Praemium's growth

'Dramatic year' fails to dent Praemium's growth...Lock icon

Strong growth both in Australia and internationally pushed funds under administration at Praemium up 28% to A$6.1bn (£3.6bn, $4.7bn, €4bn) in spite of the boardroom turmoil that saw the company’s chief executive sacked and then return a few months later.

Published : 14, Aug 2017
Why the tech sector keeps on giving

Why the tech sector keeps on givingLock icon

Technology shares worldwide had a roaring first half of 2017, but questions are now being asked about the outlook as concerns grow over the prospects for some of the sector’s biggest names.

Published : 14, Aug 2017
Mazars cleared of bad advice charge by UK Ombudsman

Mazars cleared of bad advice charge by UK Ombudsman...Lock icon

A man who had to pay additional taxes after losing his lifetime allowance (LTA) protection on his pension plans was not poorly advised by the financial planning arm of UK accountancy firm Mazars, the ombudsman has found.

Published : 11, Aug 2017
London police make arrest in suspected boiler room scam

London police make arrest in suspected boiler...Lock icon

A man was arrested in London on Thursday on suspicion of helping to set up a boiler room scam that was used to persuade people to invest in a non-existent crypto currency.

Published : 11, Aug 2017
PEOPLE MOVES: Liontrust, Kames Capital, Legal & General

PEOPLE MOVES: Liontrust, Kames Capital, Legal...Lock icon

Liontrust has been unveiled as the new home for two Kames Capital’s fixed income managers, with their alma mater wasting little time in announcing their replacements. Meanwhile, a former OMGI fund manager has reappeared at Legal & General Investment Management.

Published : 11, Aug 2017
The challenge to advisers posed by low cost platform rivals

The challenge to advisers posed by low cost platform...Lock icon

When Vanguard UK announced a 50% reduction in its UK closed-platform fee structure for online clients recently, it certainly caused a stir, says Paul Gambles, managing director of Thailand-based MBMG Group.

Published : 11, Aug 2017
Big jump in offshore bond sales at Canada Life International

Big jump in offshore bond sales at Canada Life...Lock icon

Sales of offshore bonds rose by 60% in the first half of 2017, with new business through Canada Life International’s Isle of Man and Dublin-based offshore businesses hitting £566m ($736m, €626m).

Published : 10, Aug 2017
A quarter of Brits want a return to commission

A quarter of Brits want a return to commission...Lock icon

Half of UK clients would prefer to pay a fixed rate for a standard piece of advice work, such as setting up a pension, but almost a quarter want the return of traditional commission.

Published : 10, Aug 2017
Zurich's future plans in the Middle East as regulations bite

Zurich's future plans in the Middle East as regulations...Lock icon

A 23-year Zurich veteran, Walter Jopp has travelled around the world during his tenure. With roles in the UK, two stints in the US, Hong Kong and now Dubai, he has pretty much seen it all. Jopp talks to International Adviser about the raft of new regulation sweeping through the UAE and how the life company is busy preparing for the future.

Published : 10, Aug 2017
Goldman Sachs to sell entire Rothesay Life stake

Goldman Sachs to sell entire Rothesay Life stake...Lock icon

Goldman Sachs has agreed to sell its remaining stake in UK-based life insurer Rothesay Life to MassMutual Life Insurance and to funds managed or advised by investment firm Blackstone and Singaporean fund management company GIC.

Published : 9, Aug 2017
Sharp rise in UK advice firms providing pension transfers

Sharp rise in UK advice firms providing pension...Lock icon

There has been a 17% increase in the number of UK financial advice firms with regulatory permission to conduct defined benefit (DB) pension transfers over the past financial year, as demand from clients continues to rise.

Published : 9, Aug 2017
Ban and fine against former UK adviser network CEO upheld

Ban and fine against former UK adviser network...Lock icon

An appeal by the former chief executive of an adviser network to overturn a ban on having any ‘significant influence’ on any regulated activity has been struck down and a fine upheld by the UK’s Upper Tribunal Tax and Chancery Chamber.

Published : 9, Aug 2017
Striving for diversity and equality in financial services

Striving for diversity and equality in financial...Lock icon

“You can’t be what you can’t see” is the opening gambit for Jocelyn Wright’s campaign to bring more women and ethnic minorities into the financial planning sector.

Published : 8, Aug 2017
Trust in pension advice being destroyed warns advice firm boss

Trust in pension advice being destroyed warns...Lock icon

The public’s trust in pension advice is being destroyed by “so-called industry experts”, the boss of retirement advice firm UK Workplace Solutions has warned.

Published : 8, Aug 2017
PEOPLE MOVES: Manulife, Sanlam UK, GAM

PEOPLE MOVES: Manulife, Sanlam UK, GAMLock icon

Manulife Hong Kong has a new chief financial officer, while Sanlam UK has raided Close Brothers Asset Management to find a chief executive for its new private office proposition. GAM has poached its new representative director and president for Japan from Schroder Investment Management.

Published : 8, Aug 2017
Int’l implications of the UK’s residence nil rate band

Int’l implications of the UK’s residence nil rate...Lock icon

The new Residence Nil Rate Band (RNRB) could have some complicated domicile-related ‘international’ aspects to consider, explains Graeme Robb, technical manager for the Prudential.

Published : 8, Aug 2017
Three key ways to take financial planning forward: Carrington

Three key ways to take financial planning forward:...Lock icon

In the latest of a series of insights from financial advisers across the world, Mike Hodges, managing director of UK-based Carrington Investments, sets out three initiatives his firm is taking to build the business along best practice lines.

Published : 7, Aug 2017
Paying staff in gold 'abnormal and contrived' - UK tax panel

Paying staff in gold 'abnormal and contrived'...Lock icon

Employee incentive arrangements where workers are paid using gold bullion are “abnormal” and not a “reasonable course of action”, according to an independent panel set up to advise the UK government on disputes over potentially abusive tax arrangements.

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Axa Life Singapore ordered to pay $3m over bad reference
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Ex-IFA jailed for stealing £1m from client pension funds
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UK to limit right to transfer pensions but will include Qrops
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As part of its crackdown on pension scams, HM Treasury...

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