HEARTWOOD Wealth Management has delivered a bitter attack against the IPD index methodology, holding it responsible for the mis-selling of commercial property funds.
As a result, the firm is calling for greater transparency in IPD index compilation and for transactional data to play a larger role. Heartwood attributed the disparity in the calculation methods of stock...
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record
Clients to be compensated by end of 2018
Rolled out to 25 schemes next month