We're removing VAT from the 0.15% annual management charge on our Managed Portfolio Service (MPS). This applies to all 12 portfolios in the RSMR MPS: the three Responsible Portfolios and the nine Active 2-10 Portfolios. And our portfolios are now risk-rated by and available on Dynamic Planner and Synaptic Risk.
What do advice businesses need to know?
We've added the new Responsible Growth Portfolio to our Responsible Managed Portfolio Service (MPS) range. There are now four risk profiled portfolios in the RSMR Responsible MPS, alongside the RSMR Rfolios MPS range of eight risk profiled portfolios.
Rapid technological advances in recent years have accelerated the move to online and the use of social media as a means of exchanging views and ideas. The ability to connect directly to anybody else in the world on a real-time basis comes with significant advantages but it also brings challenges in separating fact from fiction.
Long ago when I first joined the financial services industry, the acronym ‘CIP’ didn’t exist and nor did the process to which it refers. It’s probably unfair to use the oft quoted ‘pin sticking’ analogy, but there was certainly a culture where research was largely limited to a flick through the life and pensions supplement of a particular trade publication.
