His comments come as 30 of the UK’s largest companies - including HSBC and John Lewis - pledged to tackle climate change in support of the Government's ‘Green Great Britain Week’. To...
Interest in factor strategies has been growing ever since the global financial crisis, when investors saw that many traditional asset classes behaved in the same way in stressed market conditions. Since then, fund...
Lloyds Banking Group and Schroders have joined forced to create a new wealth management group. This joint venture allows Lloyds to access Schroders investment management expertise, while giving the fund manager access...
The court overturned an earlier judgement, and ruled that HMRC could impose 40 per cent IHT on pension transfers made by those who know their life expectancy is impaired. Effectively this means...
The Financial Conduct Authority and the Pensions Regulator have announced a joint regulatory strategy aimed at improving retirement outcomes for consumers. This will include a wide-ranging strategy review next year, which will...
The voluntary Simpler Annual Statement has been developed collaboratively by Ruston Smith, Co-Chair of the DWP’s 2017 Automatic Enrolment Review Advisory Board and Chair of the Tesco Pension Fund, Vincent Franklin and...
Speaking at the PLSA annual conference today, Opperman will say the 100-day transfers are “outdated” in the modern digital age. He has backed the Transfers and Re-Registrations Industry Group (TRIG) framework to...
Suggest a potentially disastrous outcome and follow it up with an alternative that would previously have been highly unpopular, but is then greeted with massive relief. It’s a strategy that has become a standard part of...
It is estimated there are 1.6m lost pension pots, with a total value of almost £20bn, according to new industry research. This research was carried out by the Association of British Insurers...
This is the first acquisition for ITM since it completed a management buyout in May this year. Faraday Tracing Bureau offers specialist tracing services for pension providers, schemes and third party administrators...
