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News items | 09 Dec 2014
PFS news update from 19 November 2014 - 2 December 2014 - taxation, investments and pension news.
01 Apr 2014
This presentation offers you a balanced view of smarter beta and active investments. James Crossley will look at the benefits of passive and active investing, review smarter beta and truly active strategis, asses the risk of a purely passive strategy and offer a sensible approach to blendin...
Technical articles | 07 Aug 2013
The good news is that trusts seem to become ever more popular. More investment and life assurance providers seem to be offering different types of trust and there is evidence that trusts are used more frequently in estate planning, both with investments and with protection life policies. Th...
News items | 24 May 2012
The FSA has confirmed guidance that traded life policy investments (TLPIs) are high risk products that should not be promoted to the vast majority of retail investors in the UK. The guidance is an interim measure - the FSA will shortly be consulting on new rules imposing significant restric...
Technical articles | 01 Sep 2011
One of the most successful private investors I know is a self-proclaimed value investor. He claims that while there are times when he underperforms the market as a whole, over the longer term he comes out on top. The reason, in his view, is that he pays particular attention to the value of ...
News items | 01 Jan 2011
This item deals with proposed guidance on Assessing Suitability: Establishing the risk a customer is willing and able to take and making a suitable investment selection . This proposed guidance relates to the Conduct of Business sourcebook (COBS) 9.2 rule(s) in the FSA Handbook. The purpose o...
Technical articles | 01 Sep 2010
The investment world has changed mightily over the years. While the old adage that you should never believe the person who tells you "this time is different" has some merit, it is important to recognise that investment is as dynamic as anything you are likely to come across. Markets fluctua...
Technical articles | 01 Sep 2009
The Wider Implications process is an alternative form of redress to the courts system that can help investors recover some or all of their investments more quickly.  Laurence Lieberman and Adam Mason report.  A consumer with a financial services complaints may, in appropriate circ...
Technical articles | 01 Feb 2009
Following the two most recent reductions in the Bank of England base rate (announced on 4 December 2008 and 8 January 2009) and falling gilt yields, National Savings and Investments (NS&I) has reduced the rates on most of its investment products.

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