Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Discretionary Management and CGT
19 June 2019
One of the reasons for selecting a discretionary managed, segregated portfolio over a portfolio in a collective structure, such as ETF or OEIC, could be the treatment of tax. Specifically, the management of Capital Gains Tax.
Pension service review shows mixed bag with the performance of providers
06 June 2019
Since 2005 we've been conducting service satisfaction surveys across different product areas to collate advisers’ views on the service they receive from product providers.
Master trusts have to shape up
29 May 2019
Over 1m employers and 10m employees are now using workplace pension schemes. Opportunities for advisers have been created by the new standards for master trusts and the triennial re-declarations of compliance every employer must complete.
Platforms see increased volume of business despite dropping satisfaction levels
22 May 2019
In our platform service survey we asked financial advisers about their views on the service they receive from platform providers. Here’s what we learnt.
Fettered versus unfettered funds
14 May 2019
Multi-manager funds, where the manager selects the funds they believe to be the best in each asset class for their portfolio (rather than investing in shares, bonds or other investments directly), can be either fettered or unfettered, Patrick Norwood explains in this article.