United Kingdom
Multi Asset | 1 Sep 16
WMA ditches FTSE in favour of MSCI
The Wealth Management Association has struck a deal with MSCI to provide a series of indices, replacing FTSE as its indexing partner.
PortfolioMetrix added to Aegon platform
Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.
Best Practice | 31 Aug 16
UK pushes ahead with £500 tax free pension advice allowance
The UK Treasury has set out plans to allow savers to take out £500 ($654, €586) from their retirement pots tax free to help pay for financial advice in a bid to plug the ‘advice gap’ following the pension freedoms.
Retirement | 30 Aug 16
UK advisers expect post-Brexit business boom
More than half of financial advisers (53%) in the UK expect an increase in the number of clients specifically seeking Brexit-related financial planning advice, research from Prudential shows.
Retirement | 26 Aug 16
Calls for more UK pension advice over unexpected tax bills
British savers are being hit with unexpected tax bills after taking money out of their pension pots, research by the Citizens Advice Bureau has found as the charity calls on the government to improve access to financial advice.