We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

In association with
Top Stories

Your Industry| 11:57

Ex-Perspective exec joins SJP to lead big buyouts

Former group operations director stepped down from Perspective in January following losses and failed float.

Top Stories

Your Industry| 08:59

Research reveals IHT ignorance as tax take hits £3.4bn

Survey of 4,000 adults found that most could not identify the current threshold or the tax rate that would apply.

Top Stories

Investments| 09:00

Skandia confirms September deadline for Old Mutual rebrand

Skandia’s Investment Solutions platform will not have a specific platform name, company announces.

In Focus
Latest news

Your Industry| 11:57

Ex-Perspective exec joins SJP to lead big buyouts

Former group operations director stepped down from Perspective in January following losses and failed float.

Pensions| 11:54

Regulator warns AE enforcement set to rise

TPR said it expects to see an increase in the number of occasions that it uses its powers over the coming months.

Investments| 11:33

UK manufacturing still buoyant, say economists

Economists are taking a cautiously positive view of the figures, despite manufacturing activity slowing sharply.

Investments| 11:21

Emerging EM nerves as US growth brightens

The case for rate increases could be strengthened if crucial US non-farm payrolls come in stronger than expected.

Investments| 10:17

Investors must think critically about overseas equities

As access to overseas markets becomes more readily available, investors must keep the inherent risks associated with overseas markets in mind.

Investments| 09:10

GLG assets increase to $34.1bn

Boost in assets driven by flows into European strategies and Japan Core Alpha fund.

Analysis & opinion
Auto-enrolment is the future for advisers

Gill Cardyon| Jul 31, 2014

Auto-enrolment is the future for advisers

I spent much of June preparing for a recent seminar we were running on auto-enrolment.

The focus on delivering high-quality, high-value services to high net worth private clients has been a distinctive of many advice and planning firms

Kevin O'Donnellon| Jul 30, 2014

FCA should demand up front adviser fee disclosure

The FCA’s third post-RDR thematic review will look at fee disclosure even more closely.

Tony Hazellon| Jul 30, 2014

Plans to revolutionise pensions make headway

Emancipating the investor.

FTAdviser BlogonInvestments| Jul 29, 2014

Unnecessary confusion over retirement ‘guidance’

My concern is that the guidance offered may lead individuals to make decisions that are not suited to their circumstances.

CPD Tracker

Build up your structured CPD while you use FTAdviser.com - with our new CPD Tracker

Simply answer a few questions after reading our CII accredited content to bank CPD time. Look out for the logo on selected educational articles or search for content on our dedicated CPD Tracker.

You can also add CPD that you have acquired elsewhere, so that all your records are in one place.

The CPD Tracker allows you to:
  • Quickly find all the CPD opportunities on FTAdviser
  • Add CPD acquired from other sources
  • Track your progress
  • Produce your own CPD reports

CPD Sponsor Sponsored by
Funds & data


Fund And Share Class 1 Year
Fund And Share Class 1 Year

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012. The performance figures are trailing performance as of month end for the latest month available. The date this figure becomes available during the month varies between funds. 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.

Track the latest regulation changes affecting your business...

Isolated Regulation Changes| Pensions | 14 Nov 2013

Shake-up of workplace pensions

Proposals to reshape workplace pensions for future generations have been outlined by the Department for Work & Pensions.

RDR| Conduct of business | 25 Oct 2013

Rules for advisers accepting provider’s cash

Financial Conduct Authority explains what kind of payments advisers can accept from providers.

RDR| Investments | 25 Oct 2013

Permitted cash rebates to retail clients

The Financial Conduct Authority explains when provider can pay cash rebates to retail clients.

More regulation paper summaries

The price of cheese

On the grapevine ...

Why should advisers pay a third of the guidance levy?

Week in Brief: Pensions flexibility, self-invested pensions, and a naughty network.

See More Blogs

Adviser Guides


Guide to Trivial Commutation post-Budget

Trivial commutation is an option for pension scheme members, which allows them to exchange small pensions for a taxable lump sum.



Guide to Right to Buy

Right to Buy allows most council tenants to buy their council home at a discount.



Guide to Income Drawdown post-Budget

It is vital that advisers understand what options could be available for their clients next year.



Guide to Let-to-Buy

Sometimes it is not always possible, or desirable, to sell your own home at the exact same time you want to buy another.

See all guides

More news
Most Popular

Latest Special Reports

More on FTAdviser
FTA jobs