Profiles & Comment | 6 Aug 15
Civil partnerships: Fund distributor with Baring Asset Management
Rod Aldridge recently took on the role of head of EMEA wholesale distribution at Baring Asset Management. He discusses the need for careful co-ordination of the cross-border relationships between the markets under his remit.
ANALYSIS: The dangers of wealth management consolidation
Wealth management and financial advice firms have been snapping up their peers at some rate in the post RDR world, but in recent months this has been kicked up a gear.
United Kingdom | 5 Aug 15
Axa IM predicts €34bn FuM loss after Friends Life/Aviva merger
Axa Investment Managers expects to lose more than two thirds of the €50bn it manages for Friends Life to Aviva Investors following the latter’s acquisition of Friends Life earlier this year.
Tax & Regulation | 5 Aug 15
UK’s new IHT allowance seen as tricky to achieve
New inheritance tax thresholds on family homes introduced in the UK Government’s Summer Budget are more complex than many people realise, according to a specialist in estate planning and tax advice.
Retirement | 5 Aug 15
UK Gov’t to plug QROPS public sector loophole
The UK Government is currently looking to close a loophole that allows expats to transfer their unfunded public sector pensions into qualifying recognised overseas pension schemes (QROPS).