Top Story
European trade body claims commision ban victory
The European parliament is convinced banning commission is “highly anti-democratic,” according to a European trade body for financial advisers.
Top Story
Government to shake-up unit trust tax rules
HM Revenue & Customs publishes consultation paper outlining plans to crack down on unauthorised unit trust tax avoidance.
Top Story
Markets: Eurozone worries weigh on Wall St
European uncertainty continued to weigh on sentiment on Wall Street as tech companies warn weak sales on the continent would affect future earnings.
In Focus
Latest news
Investors overpay for security, says Chris Rice
Investors are paying too much for security, says Cazenove Capital’s Chris Rice
‘Pain to come’, warns Paul Marriage
FTSE 250 is facing “pain”, according to Cazenove’s Paul Marriage,
Minor absolute return holdings ‘useless’
Holding absolute return funds at the margins of a portfolio will have no impact, expert warns.
Aifa questions legitimacy of FSA fees consultation
Annual consultation does not appear to affect final fee decision, Chris Hannant argues.
Gov’t: 2014 ‘not right time’ to review pension contribution
Government says it “needs to consider carefully” whether it is appropriate to raise the statutory minimum above 8 per cent.
CII warns it could take 60 days to get SPS
Chartered Insurance Institute warns it could take it two months to issue statements of professional standing.
Analysis & opinion
In Depth: Will platforms offer esoteric investments?
Platforms clash over whether there is enough demand for them to carry esoteric investments.
“To say that IFAs don’t want structured products is not true. The biggest competitor to structured products are funds.”
FSA rules and FSCS levies threaten to strangle advisers
IFAs are concerned about the strangling regulation of the FSA and FSCS levies that are likely to be imposed.
In Depth: Why IFAs want to be banned by the FSA
FTAdviser examines the de-authorisation process and asks why so many advisers have simply dropped out of the industry.
Investor impatience reflects disaffection with fund managers
Investors used to be told that they must invest for up to 10 years - now we must wonder whether either horizon is long enough.
Funds & data
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Performance to:
All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012.All Rights reserved.
Money Management Fund Statistics
Money Management's renowned fund statistics are brought to life online. Search, sort and compare funds and investigate sector weightings, main holdings, equity style and more.
Latest regulation paper summaries:
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Pensions
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14 May 2012
Transfers to Qrops
Changes have been made to the rules for transfers into Qrops (qualifying recognised overseas pensions schemes).
Reduced corporation tax rate
The government reduced the main rate of corporation tax by a further 1 per cent.
Charitable donations and inheritance tax
In a bid to increase charitable donations, the government made changes to the rate of inheritance tax for those who leave cash to good causes.
Video
Is now the right time to invest in UK Equity Income?
With a tumultuous market backdrop creating a volatile market for equities, should investors shy away or buy into income funds?
Joined up products: John Pollock, Legal & General
Executive director for protection and annuities at Legal & General wants more clarity on the direction government is taking.
Nest shortcomings: Nick Sherry, Australian senator
Senator for the Australian state of Tasmania addresses the potential failings of Nest and whether sweeping change of UK pensions will work.
How to be a successful emerging market debt investor
ADVERTORIAL: First State explains the structure of its emerging market debt team and its investment processes.
Adviser Guides
Guide to picking a network - part 1
Price used to be key to picking a network but this has changed significantly in recent times.
Guide to UK Equity Income investing
Four-part video masterclass on this popular sector, covering performance, portfolio fit and why now might be a good time to invest.
Guide to outsourcing fund management – part 2
A discretionary fund manager acts on behalf of a client and has the responsibility for managing investments in an account or portfolio on a...
Guide to outsourcing fund management – part 1
Buying-in expertise for what is a highly specialised job could bolster an adviser’s business and please clients.
More news
- Pensions
- Gov’t: 2014 ‘not right time’ to review pension contribution
- Gov’t leaves door open for early access to pensions
- Partnership enters annuity deal with Openwork
- Investments
- Investors overpay for security, says Chris Rice
- ‘Pain to come’, warns Paul Marriage
- Minor absolute return holdings ‘useless’
- Mortgages
- FSA: MMR will not ban interest-only mortgages
- Skipton adds to BTL range
- Parents still shelling out for children’s homes
- IFA Industry
- Aifa questions legitimacy of FSA fees consultation
- Sanlam buys Twickenham-based IFA’s client bank
- Institutions got away ‘lightly’ in Arch Cru redress, Aifa
