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Latest Informer articles

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The Lifestyle Trust – Happy first Birthday to a modern day trust solution

January marks the first anniversary of the launch of the Lifestyle Trust. Topic:Trust & Taxation
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Trump inauguration investing in the era of ‘The Donald’

The uncertainty surrounding the new US president’s plans reinforces our belief in the validity of seeking to position our portfolios to perform well under a variety of scenarios. Topic:Multi-Asset
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Key dates to look out for in 2017

Technical Manager, Rachael Griffin, looks ahead to some of the key dates and events that will be happening over the next twelve months. Topic:Financial advice

Avoiding the Money Purchase Annual Allowance Trap

This article looks at the options for delivering income in retirement without triggering the MPAA. Topic:Retirement
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Italian banks: kicking the can (again)

As far as Italian bank reform is concerned, the result of Sunday’s referendum means that nothing has really changed, and as such the status quo will prevail, explain OMGI’s Richard Buxton and Rob James. Topic:Global Equity
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Italy’s outlook darkens even as markets shrug off referendum

Italy’s government bond market faces multiple risk from the country’s politics, troubled banking sector and growth outlook, says Nick Wall. Topic:Global Equity
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The Politics of (defined-benefit) Pensions, the Pension Protection Fund and scheme deficits

In the UK defined benefit scheme have long been part of retirement planning but over the years the costs have become in some cases prohibitive. Here we look at some of the issues these schemes currently face and why. Topic:Retirement
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Investment reactions

Links to expert assessment, opinion and commentary that will help answer some of the questions you and your clients may have about the implications of the result of the US Presidential Election. Topic:North American Equity

“One of the best” – Protect goes online

Protect Quote and Apply, our new online application for Protect, is open and ready for business. Topic:Protection
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Death and taxes: You know the quote

Benjamin Franklin’s quote from 1789 about death and taxes is much used in this industry. An overly used cliché? Possibly. As true now as it was then? Definitely. Where do the two meet? Inheritance Tax. Topic:Protection

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