New analysis on the eve of International Women’s Day tomorrow (8 March) has found that of the top 50 mutual funds in the UK just one is run by a woman.
Read more ...Openwork staff raise £7.4m to help disadvantaged kids
- Thursday, 07 March 2019
- Articles
Staff and advisers at the Openwork network have raised £562,000 in the past year to help disadvantaged children and young adults, pushing the total raised since 2005 by people working for Openwork to £7.4m.
Read more ...Smith & Williamson boosts Guildford investment team
- Wednesday, 06 March 2019
- Articles
Tax adviser and wealth manager Smith & Williamson has recruited experienced investment professional Jules Porter from Investec for its Guildford office.
Read more ...Legal & General reports record £10bn in annuity sales
- Wednesday, 06 March 2019
- Articles
Legal & General today reported a record rise in annuity sales in 2018 to over £10bn - suggesting that the predicted death of annuities following the Pension Freedoms may have been overdone.
Read more ...Pension Freedoms servicing 'below expectations' - survey
- Wednesday, 06 March 2019
- Articles
A new survey of financial advisers has found that the servicing of Pension Freedoms business is “well below expectations.”
Read more ...Helping a couple left in limbo with decumulation woes
- Wednesday, 06 March 2019
- Articles
A retired couple - and their decumulation strategy - were left in limbo when their adviser moved to the other side of the country but were rescued by a Chartered Financial Planner.
Read more ...Fundsmith tops platform’s adviser-recommended funds
- Wednesday, 06 March 2019
- Articles
Terry Smith’s popular Fundsmith Equity fund was the most recommended investment by financial advisers in January and February, according to figures from AJ Bell’s platform.
Read more ...360% rise in scam phone calls in 6 months says HMRC
- Tuesday, 05 March 2019
- Articles
Financial scammers are returning to using phone calls to target landline users despite the fact pensions cold calling has recently been banned, HMRC has warned.
Read more ...Under-45 investors want their investments to benefit society
- Tuesday, 05 March 2019
- Articles
A significant number of investors under 45 - including those receiving money from inheritance - want their investments to benefit society and not just themselves.
Read more ...Brown Shipley appoints first North West regional head
- Tuesday, 05 March 2019
- Articles
Wealth planner and investment firm Brown Shipley has recruited Nick Cringle from Arbuthnot Latham for the newly-created role of regional head, North West.
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