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20 February 2017
A note for advisers: Change to income tax on interest distributions
From 6 April 2017 there will be a change in respect of how interest distribution payments from funds are taxed.
16 February 2017
Using investment trusts
The use of investment trusts by advisers is mixed at best, with most still favouring mutual funds.
07 February 2017
A note to advisers: Next steps in sale of annuity book to Rothesay Life
Zurich UK Life has begun the next stage of transferring a tranche of its legacy annuity business to Rothesay Life, under what is called a...
06 February 2017
Fidelity is making changes to the fund objectives for its Multi-Asset Allocator, Multi Asset and WealthBuilder funds
We've been advised that Fidelity will change the fund objectives of the following funds on 15 February 2017.
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