Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
Aegon
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FundCalibre awards Aegon, Fidelity and Ninety One funds with ‘Elite’ rating
Seven strategies received the rating while four were awarded the ‘Elite Radar’ badge
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Advisers say economic climate prompting clients to change retirement plans
Researchers gathered responses from 200 financial advisers
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It’s time for multi-asset managers to ditch bond proxies
Bond income bounce is allowing multi-asset managers to shift their portfolios
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Morningstar: European fund giants suffer outflows in December 2023
European-domiciled funds as a whole attracted a net €49bn in 2023
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Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
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Pensions not a ‘top priority’- industry reacts to cabinet reshuffle
As Laura Trott departs as pensions minister after 12 months
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State Pensions on track for second-largest ever Triple Lock increase
As inflation holds at 6.7%
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Pension firm calls on DWP to take 3-stage approach to trust-based schemes
In response to the DWP consultation ‘Helping savers understand their pension choices’
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Should retail investors be given access to LTAFs?
Advisers will play a ‘key role’ in helping clients understand long-term asset funds
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Building society transfers financial planning service to UK pension firm
With employees directly supporting the service also being transferred
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UK eyes ‘evolutionary’ change to pensions market with reforms
As DWP launches consultation about ending the proliferation of deferred small pension pots