Fixed Income in the News
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Morningstar: Multi-Asset fund launches in the UK and Europe have fallen to a multi-year low – but why?
Morningstar has published its report on Multi-Asset Trends in the UK and Europe, finding that multi-asset funds have struggled against benchmarks, flexible…
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Nationwide cuts mortgage rates again for new and existing customers
Nationwide has revealed today that it will be reducing rates by up to 0.25 percentage points across selected two, three and five-year…
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PIMCO’s Dan Ivascyn shares latest market views from the Investment Committee
In a new video, Dan Ivascyn, Group CIO at PIMCO, shares the latest market views from PIMCO’s Investment Committee. He explains why volatility…
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TYE 2025: SIPPs are the essential year-end tool for taxefficient pension planning says James Floyd, of Alltrust Services Limited
As tax-year-end approaches, financial advisers are sharpening their focus on pension planning – and for good reason. Pensions, especially Self-Invested Personal Pensions…
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Guiding clients to tax year-end success | IFAM 136 | March 2025
Countdown to Tax Year End With just weeks to go until the tax year-end deadline, momentum is building for advisers and their…
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Ongoing financial advice and the art of remediation – Simplify Consulting’s Jayne Brown shares her assessment of the FCA’s review
The FCA’s review of ongoing advice practices highlighted areas for improvement. In this article, Jayne Brown, Lead Consultant at Simplify Consulting, explores…
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TYE 2025: George Clelland at Puma Investments explores how VCTs can mitigate income tax on pension withdrawals
George Clelland, Investment Product Manager at Puma Investments, explores how VCTs can be a powerful tax planning tool for retirees, helping to…
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Record Pension Credit applications driven by axing of Winter Fuel Payment
Rachel Vahey, head of public policy at AJ Bell, comments: “The DWP today is celebrating a surge in the number of Pension…
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FCA Ongoing Advice Review: a wake-up call and a window of opportunity for firms says Dynamic Planner’s Chris Jones
The FCA’s long-awaited ongoing advice review findings are better than feared — but, says Chris Jones (pictured), Chief Product Officer, Dynamic Planner,…
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Aegon responds to FCA latest pensions discussion paper on modellers, consolidation and SIPPs
In its response to the latest FCA Discussion Paper, Pensions: Adapting our requirements for a changing market, Aegon has welcomed FCA openness to update…
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