Articles
Close Brothers Asset Management has opened a new office in Chester to expand its services to local HNW clients and provide more space for its Financial Planners, investment managers and support staff.
The Financial Services Compensation Scheme (FSCS) has boosted the Temporary High Balance (THB) protection for deposits of up to £1m from six to 12 months for deposit-taker failures which take place from Thursday.
Protection sales were down 13% year on year for the second quarter of 2020, according to a new report.
Data from today’s Wealth and Assets Survey from the Office of National Statistics has shown that the self-employed continue to invest in property over pensions for their retirement.
Investors expect returns in excess above 11% despite pandemic
Written by Kat MitchellBritish investors expect average annual returns in excess of 11% over the next five years despite the uncertainty caused by the Coronavirus pandemic.
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Pension funds recover but annuities remain subdued
Written by Kat MitchellThe average pension fund increased 13.3% in the second quarter of this year, the strongest quarterly performance since Q3 2009, according to new data.
Tilney adds Sustainable MPS for Financial Planners
Written by Kat MitchellTilney has made its Sustainable MPS range available to the adviser market through its Tilney for Professionals arm.
FCA move could alter investor view of property funds
Written by Kat MitchellThe proposed six month notice period on property fund withdrawals could force investors into a longer term view of property funds. However, one Financial Planner warned of the potential inheritance tax implications
Morrissey, Field and Davies nominated for peerages
Written by Kat MitchellThree pensions and investments professionals have been nominated for lifelong peerages and are likely to join the House of Lords this year.