Isa season
Advisers have been urged to remind clients they could shelter more than £58,000 from the taxman this ISA season.
St. James's Place recorded an 84% surge in unit trust and ISA investments over the first quarter of the year.
The gap between fixed interest and equity fund sales narrowed in the final rush of the ISA season, says Skandia, in a sign investor confidence is growing.
Other Isa season articles
Roland Kitson, director at Barclays Wealth Intermediary Sales, discusses how structured products can provide solutions during the ISA season.
There may be four days until the end of the tax year, but varying investment company deadlines and the Easter break mean advisers must be on their toes.
Around one fifth of ISA investors plan to use ETFs in the next tax year to provide instant diversification and low cost market access, Barclays Stockbrokers says.
The IMA has welcomed the Chancellor's move to increase ISA limits in line with inflation, saying it will continue to work with the Government to build on the ISA brand.
The Chancellor has responded to industry calls to raise future ISA allowances in line with inflation.
Advisers should be able to take into consideration investment type as well as their clients' tax circumstances when giving ISA advice, says Fidelity.
Fidelity FundsNetwork and Cofunds are joining forces to offer last-minute collection points for advisers across the UK to submit ISA and SIPP applications.
Aegon UK, the Edinburgh-based life and pensions business, is thought to be in the sights of Clive Cowdery, who heads the Resolution acquisitions vehicle.
ETFs provide low-cost exposure to a range of diversified asset classes for ISA investors seeking to obtain returns in a low interest rate environment, says Barclays Stockbrokers.
Fidelity International is calling on political parties to address inadequacies in the savings industry with a manifesto promoting more incentives for savers, including an annual ISA bonus.
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