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Advice Matters

January issue

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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.

Advice Matters

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Advice Matters is our monthly magazine (digital and print) for professional financial advisers. It aims to inform and challenge readers, and report on topics and events of interest.

If you would like to know more, or indeed wish to dive right in to the content, click on the Advice Matters tab at the top of this page or on the link below.

If you would like to subscribe, or you have any questions, please email us at advicematters@uk.zurich.com.

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