by Emma Cleveland | 2014-05-29 | Industry News
On 20 May 2014 the National Association of Pension Funds (NAPF) published a new guide to help pension funds fully understand transition management (TM) and what to consider when choosing a transition manager. This ‘Made Simple’ guide follows the...
by Emma Cleveland | 2014-05-28 | Industry News
On 19 May 2014 the Association of British Insurers (ABI) published a revised Guide to Good Practice for Unit-Linked Funds. The revised Guide takes on board the findings of the FCA’s thematic review on The governance of unit-linked funds which highlighted the need for...
by Emma Cleveland | 2014-05-06 | Industry News
The FCA has recently completed the second stage of its thematic review on how firms and advisors are implementing RDR requirements. TR 14/6 focuses on whether firms are complying with the disclosure requirements. The report published in April 2014 states: “The results...
by Emma Cleveland | 2014-05-01 | Industry News
On 15 April 2014 the European Parliament announced that it had approved the UCITS V Directive. See also the European Commission’s press release. Timeline: Key Proposals: 1. Depositary UCITS V will require the appointment of a single independent authorised...
