Category: Investments

Child Trust Fund Servicing for Generation Z and beyond

The first children who had Child Trust Funds (CTFs) opened for them in September 2002 are soon to be turning 16, enabling them to take control of the fund from their parents or guardians.

Should a bundled service still be modus operandi for fund providers?

Fund providers have had a lot to grapple with since the financial crisis more than ten years ago. Sweeping regulatory changes, the rise of passive investing

June CEO Blog

Once again politics has taken centre stage after the snap election threw up some intriguing results. The political train even stopped by Target’s offices in Newport in May as we welcomed the Foreign Secretary Boris Johnson.

January CEO Blog

Following the announcement of our acquisition by Tech Mahindra, this year is already shaping up to be an exciting one for us as we look forward to the next stage in our growth.

Could complexity create problems for popular ISA wrappers?

In a relatively short space of time the number of ISA wrappers available to investors has increased and therefore the level of complexity associated with each product has increased too.

Ian and Bill’s monthly review – October

As the dust continues to settle following Brexit, the economic landscape is at least becoming a little clearer. The Bank of England has acted by cutting the base interest rate, to a new historic low of 0.25%.

Ian and Bill’s monthly review – May

We’re delighted to kick of this edition with the fantastic news that we were named as ‘Best Credit Services Provider’ at the recent 2016 Credit Today awards.

Brexit – the impact on UK Financial Services

Whatever the outcome of June’s EU referendum, the consequences for financial services will be hugely significant.

Q&A with Richard Thompson, Partner Portfolio Advisory Group at PWC

We catch up with Richard Thompson, Partner Portfolio Advisory Group at PWC