Gallery

Products | gallery 14 Jun 16

To be introduced in the UK in April 2017, the Lifetime Isa (Lisa) is intended to incentivise people to save for their first home, their retirement, or both. But research published by the independent Pensions Policy Institute (PPI), sponsored by Royal London, compares the tax-free savings scheme with its international counterparts and highlights some challenges that may arise.

Best Practice | gallery 9 Jun 16

In the first of a series looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, explains how lawyers and investment advisers can work together to ensure their clients’ wealth and succession objectives are fully met.

Best Practice | gallery 1 Jun 16

In the first of a series of insights from financial advisers across the world, David Pugh, director of The Fry Group, Singapore, sets out three initiatives he is taking to build the business along best practice lines.

Investment | gallery 25 May 16

Summer 2016 will present a number of geo-political concerns for investors – the biggest of which is the run up to, and the aftermath of, the EU Referendum vote. Click through the slides below to see what Tom Stevenson, investment director for personal investing at Fidelity International, suggests investors can do to prepare themselves for a potential summer of volatility.

Fixed Income | gallery 23 May 16

The ‘go anywhere’ approach of strategic bond funds has been a big hit with investors in recent years and big calls across the fixed-income spectrum are now having a huge influence on returns.