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IMA

Managed solutions

How to assess the risk of managed funds

Assessing a client's risk appetite is key in multi-asset investing. Maria Merricks reports on the compliance issues advisers need to be aware of.

clock 30 June 2011 •

Investment

ABI: FSA legacy policy 'fundamentally' changes RDR

The ABI has voiced its concern over the lack of clarity surrounding legacy rules and said the regulator's latest stance marks a "fundamental" change to the Retail Distribution Review (RDR).

clock 29 June 2011 •

Retiring Abroad

The Big Question: QROPS

What are the key challenges facing advisers who have clients who could use QROPS as part of their retirement planning?

clock 23 June 2011 • 8 min read

Investment

Treasury rejects Keydata inquiry before FSA probe ends

The Treasury has ruled out launching its own independent inquiry into the collapse of Keydata until after the Financial Services Authority (FSA) has completed its review - which has so far stretched to two years without any public findings.

clock 17 June 2011 •

Investment

IMA pushes back Managed sectors change until October

The Investment Management Association has moved back the date it will implement changes to the Managed sectors by three months after calls from members.

clock 15 June 2011 •

Investment

IMA proposes 'local exemption' to bypass US tax hit

The Investment Management Association (IMA) has proposed a solution to help UK investors escape an "impossible" set of US tax rules due to come into force in 2013.

clock 13 June 2011 •

Investment

Keydata: IMA says scale of failure on par with Barlow Clowes

The Investment Management Association (IMA) has called for an independent review into the collapse of Keydata and other investment firms and said the scale of recent failures has not been seen since the Barlow Clowes scandal of the 1980s.

clock 10 June 2011 •

Investment

The Barlow Clowes scandal remembered

Investment Management Association chairman Douglas Ferrans this week said the scale of recent investment failures, including Keydata, was on a par with the Barlow Clowes scandal of the 1980s.

clock 10 June 2011 •

Investment

Fidelity suggests Managed definitions based on 'risk assets'

Fidelity has proposed new names for the IMA Managed sectors based around their total exposure to 'risk assets' not just equities.

clock 06 June 2011 •

Investment

IMA: Net retail sales fall in April

Net retail sales of funds dropped by £100m year on year in April, the Investment Management Association (IMA) has revealed.

clock 06 June 2011 •
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