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Showing 101 - 110 of 114 results for "UK pension"

Rocketing small caps slow big cap funds

CHRIS NICHOLLS  |  FRIDAY, 26 OCT 2007
... performance relative to the index, according to data from research software provider Inalytics. The discovery came when a UK pension fund client asked Inalytics to evaluate a portfolio of an underperforming large cap manager. The company found that while ...

UK alternative weightings quadruple

ALEX DUNNIN  |  TUESDAY, 7 AUG 2007
UK pension funds now have record low weightings to domestic equities and record high weightings to international equities while weightings to alternative assets have quadrupled in four years, according to a survey by Pension Funds Online, the UK directory ...

Perpetual repatriates UK pension benefits

NICK OLIVER  |  TUESDAY, 13 FEB 2007
... status as part of recent legislative changes. This recognition means that UK expatriates will be able to transfer their UK pension benefits to the Wealthfocus fund without incurring the normal 40 per cent tax imposed on most qualifying overseas pension ...

UK funds earn 8.8 per cent

ALEX DUNNIN  |  WEDNESDAY, 24 JAN 2007
Mellon Analytical Solutions (MAS) estimates that the average UK pension fund returned 8.8 per cent for the year ending 31 December 2006, the fourth consecutive calendar year of positive investment performance. Over four years to December, Mellon said ...

Multiport SMSF receives UK pension roll-over approval

HAMISH MADDEN  |  THURSDAY, 2 NOV 2006
Multiport and Vantage Financial have partnered to facilitate tax efficient UK pension fund transfers to Australia. SMSF provider Multiport and migration financial consultancy Vantage Financial have worked together to gain approval under the UK's Qualifying ...

It's a wrap for UK pensions: Zurich

... to transfer their funds to Australia without heavy tax penalties. In April this year the UK revenue body ruled that UK pension transfers to Australia will be taxed at 40 per cent plus other penalties where the payment is on or after 6 April 2006, unless ...

Expats lose out on super

... before incurring the highest marginal tax rate of 46.5 per cent. Worse, the new super rules are in direct conflict with UK pension rules that an individual could face up to a 55 per cent penalty tax rate if the fund transfer breaks the UK's pension preservation ...

BT Wrap blasts through $25bn

HAMISH MADDEN  |  WEDNESDAY, 16 AUG 2006
... offering. Over the last six months we've introduced online corporate actions and IPOs, a first-to-market; facilitating UK pension transfers under new UK legislation; more investment choice in Wrap Essentials with the addition of six new funds; as well ...

Migrating a UK pension easier with good advice

ALEX DUNNIN  |  TUESDAY, 15 AUG 2006
... different types of pension arrangements and managing the transition can often require expert help. Radical changes to the UK pension system just add to the complexity. According to David Ford, managing director of Pension Transfers Direct, a Perth based ...

New global shares boutique for Australia

... approximately one quarter of their clients are US pension funds, around 20 per cent are Scandinavian pension funds, with UK pension funds taking up most of the remainder. Hamilton said that in Australia the "appetite for global equities is very positive ...