Strategies & technical resources

From 5 October 2021, product issuers and distributors have broadly been required to comply with the new Design and Distribution Obligations (or DDO regime).

The rate of social security payments are affected by an asset and income test. Generally, the test that results in a lower payment is what determines the rate payable.

In this episode, Travis Grant is joined by Robert O.Abad (Western Asset Management) and Eu Joe Chan (BT Investment Team) to discuss inflation, central bank tightening cycle, the impact on markets and investment opportunities as an active fixed interest manager. Robert also takes a deep dive into what neutral rates may look like and what other key risks a bond manager needs to consider outside central banks.

While the value in Managed Accounts might be clear to financial advisers, it’s essential that clients understand what this service can offer them. Brendan Murray, Managing Director from Halcyon Private Wealth shares his approach to communicating the benefits to clients and what he’s learned from guiding them through the transition.