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The Alliance Trust Savings platform, which has been specifically designed to help investors with all levels of experience manage their investments, has seen a surge in DIY investing since the introduction of the Retail Distribution Review (RDR).
Alliance Trust Savings has today announced the appointment of Susan Sneddon as their new Marketing Director. Sneddon will take up her new position on 1 December.
Alliance Trust Savings has announced it has seen a big upturn in demand for Investment Trusts and ETFs over the last year.
Alliance Trust Savings has today announced the appointment of Damian Smyth as their new Head of Intermediary Sales. Smyth will take up his new position on 1 December.
With DIY investing on the rise, Alliance Trust Savings has put together a checklist to help new investors get started.
Alliance Trust Savings has today announced assets under administration on its i.nvest platform have reached £5 billion, following a sustained period of inflows since the start of the year and continuing adviser interest.
After recently announcing its partnership with Altus, the financial services and solutions provider, which will automate the online re-registration of client assets, Alliance Trust Savings has confirmed that it has now gone live and are accepting and sending re-registration requests with other participating providers.
Alliance Trust Savings has today announced that it has selected Altus, the financial services and solutions provider, to automate the online re-registration of client assets.
Alliance Trust Savings has welcomed today’s announcement by the Financial Conduct Authority that it has stayed true to the ideals of the RDR and the consultation paper in June 2012 by banning all legacy payments on past business between fund managers and platforms.
Alliance Trust Savings (ATS) will start to convert investments in rebate paying funds prior to 31 December 2012 to clean share classes, moving it to an entirely clean-only platform for new and existing business by the end of 2013.
Alliance Trust Savings (ATS) has expanded its platform team with the creation of two new roles to support the development and marketing of its investment proposition to direct and intermediary customers.
Alliance Trust Savings (ATS) has today announced the addition of nearly 100 new funds to its investment platform. The new funds, from established fund groups Marlborough, Fundsmith, Cornelian and SWIP, are now available to ATS investors as clean priced share class funds at a typical rate of 0.75%.
In the run up to the end of the current tax year, Alliance Trust Savings’ latest research has shown that for the second year running Edinburgh is the leading city, town or area in the UK with the highest number of their customers who have maximised their ISA allowance.
“Today’s announcement from HMRC that rebates will be taxed at a client’s marginal rate of income tax is surely the final nail in the coffin for unit rebates. Applying unit rebates from an industry perspective would be highly complex to both administer and to explain to customers..."