Fixed Income in the News
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Death benefits and annuities
This article by the Prudential Technical team tells you more about the death benefits that can be provided if a client purchases…
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CP19/25 “Pensions Transfer Advice: Contingent charging and other proposed changes”
This Consultation Paper from the FCA sets out proposed measures to change how advisers manage and deliver pension transfer advice, particularly for…
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LTA – Q&A
This informative article by Prudential on the Lifetime Allowance answers a range of questions on the topic, including protection, excesses, pre A-day…
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LTA – how much should you pay?
55%? 25%? 0%? In this recorded webinar Jacqueline Clezy, Technical Pensions Specialist at Prudential, talks you through a typical case study which…
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JM Finn hires for financial adviser channel
Powell (pictured), who previously worked as a sales manager at Legal & General Investment Management, is responsible for the distribution of JM…
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Maximising retirement income – a suggestion from Downing
From 6 April 2016, the government introduced changes to the pension tax relief system, including a new annual allowance taper for higher…
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Weekend press review
The Sunday Times is back in the St James’s Place saddle, reporting that some of the firm’s advisers have threatened to stop…
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Par Equity pumps £800K into innovative pipe repair business
Par Equity has concluded an £800,000 investment in Kibosh Ltd, designer of the world’s fastest leaking-pipe repair kit. The innovative Kibosh…
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The Key Principles of Multi-Asset Investing
Multi-asset funds, as their name suggests, contain investments across several different asset classes – equities, bonds, cash, real estate and possibly other…
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Robotics – The Investment Case
What are the key drivers for robotics as an investment theme? We invest in companies benefiting from the rise of robotics, automation…
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