Money Marketing
1 April 2010 Corporate Adviser

  • A clear need to know

    1 April 2010 Corporate Adviser

    Advisers’ desire for greater transparency on claims history is irresistable. How long can provider resistance to the idea remain immovable asks Alistair Sclare, healthcare director, Groupama Healthcare

  • A third of advisers not taking responsibility for defaults

    1 April 2010 Corporate Adviser

    Over two-thirds of IFAs, 67 per cent, believe they should be primarily responsible for the selection of a default fund for their clients’ pensionschemes, according to Aegon’s latest IFA Insights survey. That compares to the 17 per cent who think the provider responsible and 14 per centwho think it is down to the employer. Neil Davies, head of corporate marketing at Aegon says: “It is not surprising that nearly 7 out of 10 advisers thought that they should be primarily responsible ...

  • Aegon offers Global discount

    1 April 2010 Corporate Adviser

    Aegon Asset Management is offering ’Foundation’ investors in its Global Opportunities Fund a discount on its annual management charge for two years. The incentive, which reduces the annual management charge to 0.3 per cent, applies to initial or ’Foundation’ investors in the newlylaunched fund, while its assets under management are less than €150 million.

  • Age-old opt-out

    1 April 2010 Corporate Adviser

    The group risk industry is expecting an exemption from new age discrimination rules. Edmund Tirbutt asks how it might work

  • Cash questions

    1 April 2010 Corporate Adviser

    Advisers want more transparency around cash plan claims - providers say there are good reasons why they cannot give it. Jenny Keefe weighs up the arguments

  • Contract and trust equal partners?

    1 April 2010 Corporate Adviser

    Contract or trust - which delivers the best performance for scheme members? Paul Farrow finds out

  • Does your scheme measure up?

    1 April 2010 Corporate Adviser

    The definition of ’qualifying workplace scheme’ will have a massive influence on the future of group pensions. Gill Wadsworth reports

  • Double act

    1 April 2010 Corporate Adviser

    A roster of fund manager client wins, two awards and chartered firm status have put Lift-Financial on the map. But founders Michael Holden and Joel Adams are not taking themselves too seriously. John Greenwood reports

  • European absolute return fund from HSBC GAM

    1 April 2010 Corporate Adviser

    HSBC Global Asset Management will launch a UCITS III European absolute return fund seeking opportunities across developed Europe,implemented primarily through equities and equity swaps.The investment vehicle, which offers daily liquidity, will target equity-like returns with a maximum annualised volatility target of 10 per cent, withminimal correlation to European equities. The fund will be managed by a team of four, with Vis Nayar as lead manager.

  • Fitting the bill

    1 April 2010 Corporate Adviser

    The arrival of fit notes should put welfare reform at the forefront of employers’ minds, says Sam Barrett

  • Following a different track

    1 April 2010 Corporate Adviser

    Our faith in ’buy and hold’ has been shattered in recent years says Teresa Hunter

  • FP calls for stakeholder regulations review

    1 April 2010 Corporate Adviser

    Futcher: “A move away from clear and simple guidelines”

  • How low can they go?

    1 April 2010 Corporate Adviser

    Market forces are pushing group risk premiums down. How low their natural level is remains to be seen says Simon Derby, director, i2 Healthcare

  • Market forces

    1 April 2010 Corporate Adviser

    A potential hike in Insurance Premium Tax and Solvency II are just two of the challenges facing a cash plan market offering premiums half ofadvisers think are unsustainably low. Jenny Keefe reports

  • Nest attacks stakeholder model

    1 April 2010 Corporate Adviser

    The DWP has abandoned the idea that single charge is best. John Greenwood looks at where that could take the market

  • One track thinking will not work

    1 April 2010 Corporate Adviser

    A mystery document circulating amongst providers proposing an industry hub for employee benefits data has little chance of success says Ian McKenna, director of the Financial Technology Research Centre

  • Pension seen as effective recruitment tool by employers

    1 April 2010 Corporate Adviser

    NEARLY 9 out of 10 employers see a pension as an effective recruitment and retention tool, but only 7 per cent have carried out a formal assessment to confirm this, according to a survey published by consulting actuaries Punter Southall.

  • Plan for the future

    1 April 2010 Corporate Adviser

    Cash plans need to work in greater harmony with other benefits such as PMI and group risk. Jenny Keefe finds out how

  • Sickness and wealth

    1 April 2010 Corporate Adviser

    Letters to the editor

  • SPC launches corporate IFA membership campaign

    1 April 2010 Corporate Adviser

    Howarth: IFAs’ vital role in debate

  • Structured product returns?

    1 April 2010 Corporate Adviser

    Investors love what structured products have to offer but hate it when things go wrong. Sonia Speedy assesses the prospects for the sector

  • THE BIG QUESTION

    1 April 2010 Corporate Adviser

    “Should the government make it easier for people to access money held in pensions?”

  • THE CORPORATE AGENDA

    1 April 2010 Corporate Adviser

    Increasing complexity around tax for higher earners is creating a remuneration minefield. Salary sacrifice can help

  • The end of an era

    1 April 2010 Corporate Adviser

    The abolition of state-sponsored earnings-related pensions is the most fundamental part of pensions reform says Steve Bee, managing pensions partner at Paradigm

  • Thriving on change

    1 April 2010 Corporate Adviser

    Fundamental changes to the industry are taking place. Those who adapt best will profit

  • Tributes follow death of Friends MD Simon Clamp

    1 April 2010 Corporate Adviser

    Life and pensions industry figures have been paying tribute to Friends Provident managing director of UK business Simon Clamp, who died lastmonth after a short illness. Clamp had been responsible for managing Friends’ UK individual business, corporate business and its distribution and strategy teams. He was also a director of Sesame, Bankhall Group and Pantheon Financial.

  • Westfield adds cognitive behavioural therapy to its Foresight offering

    1 April 2010 Corporate Adviser

    WESTFIELD Health is adding cognitive behavioural therapy (CBT) to its Foresight Healthcare Plan as a part of a range of improvements to the product.

  • Will pensions reach old age?

    1 April 2010 Corporate Adviser

    Martin Palmer, Head of Corporate Pensions Marketing, Friends Provident

  • Working together theme for AMII conference

    1 April 2010 Corporate Adviser

    THE 2010 Association of Medical Insurance Intermediaries (AMII) exhibition and conference will be themed ’Working Together for a Healthier Britain’ and aims to attract both AMII members and nonmember IFAs and brokers.

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