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Know your stuff: Why success in multi-asset investing is more than potluck
A successful multi-asset fund is not a random collection of different securities and asset classes; it encapsulates convictions and ideas about corporate,…
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PruFund Planet Range celebrates one year around the sun
In celebration of its one-year anniversary, M&G’s Phil Butler, Portfolio Manager, and Olivia Trevor, Investment Manager Oversight Analyst, lift the lid on…
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Making the most of ISA allowance
Martin Lawrence, director of investments at Wesleyan Assurance Society, shares his views on maximising the potential of ISAs. ISAs are a tax-free…
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How Bobbie’s adviser helped her following the sale of her buy-to-let property
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Times have gotten tougher for buy-to-let investors. So…
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PIMFA D&I Reports
By Liz Field, CEO PIMFA As a follow-up to our inaugural Diversity & Inclusion Awards last year, PIMFA, in conjunction with Cicero/AMO,…
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Sustainable Finance in the aftermath of COP26
London Climate Action Week 2022 takes place from 25th June with its aim to harness the power of London for global climate…
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Greenwashing the detail is in the due diligence
Is a sustainable fund really a sustainable fund? ESG Accord’s Lee Coates OBE reminds us why effective due diligence is so crucial…
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A family affair: why intergenerational planning really matters
M&G Wealth’s Vince Smith-Hughes talks to Sue Whitbread about the latest Family Wealth Unlocked report and how advice can reduce the Inheritance…
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Good due diligence now includes ESG and sustainable metrics
In his latest article for IFA Magazine, ESG Accord’s Lee Coates OBE outlines what good looks like when it comes to an…
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Smoothed Funds – friend or foe?
A recent IFA Magazine survey, conducted in partnership with Pru, uncovered readers’ views on the use of smoothed investment funds. It reveals…
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