Assessment of value Financial News

17.10 / 08:13

companies FCA Wealth Management Consumer Duty assessment of value St James's Place place regulatory St James's Place overhauls fee structure after regulatory pressure

Andrew Croft (pictured) is the outgoing CEO at St James's Place.

06.10 / 13:13

Fidelity FCA Consumer Duty assessment of value Platforms Interactive Investor interactive investor moves to restrict poor value investments on its platform

The platform said it is not currently publishing a list of unavailable investments, but it is alerting customers who have regular investments set up.

08.09 / 12:33

BlackRock UK companies Unit trusts/OEICs assessment of value pricing BlackRock to introduce tiered pricing for UK retail funds with at least £1bn AUM

'BlackRock believes that tiered pricing represents an appropriate way to share further scale benefits on eligible BFM funds to UK retail investors.'

10.08 / 13:29

regulation FCA Unit trusts/OEICs Investment Association Consumer Duty assessment of value FCA: Managers 'undermine' value assessment process by basing fees off competitors

'It is vital that firms make sure they are not solely focused on a fund’s profitability over value for money for investors.'

01.08 / 14:23

Invesco Unit trusts/OEICs assessment of value St. James's Place place 12 St James's Place funds fail to deliver value

Of the 12 funds which failed to delivered value, nine will apply lower annual management charges from the end of July 2023.

01.08 / 14:23

companies funds assessment of value reports Benchmarks Baillie Gifford reports first firm-wide underperformance of benchmarks since 2009

One of the four funds holding red ratings for two years running, Baillie Gifford British Smaller Companies was closed on 27 June 2023 after failing to prove it provided value overall.

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