SJP poaches from fund manager for marketing hire

St James’s Place has hired Claire Blackwell as director of marketing from Newton Investment Management. Blackwell says: “We have a responsibility to continue to develop ourselves and our proposition in the interests of better financial outcomes for clients.” SJP shuns new CII exam in favour of in-house programmes She has held a variety of positions across the […]

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Do we need more detail on declined claims?

Industry needs new ways of increasing confidence, with high payout rates falling on deaf ears Paying claims is at the heart of the protection industry but the positive picture painted by high payout rates doesn’t appear to be getting through to consumers. Most providers publish their claims data each year, highlighting the fact the number […]

Jason Broomer: Putting philosophy behind fund selection

Fund managers with a solid investment philosophy can identify their edge and the environment in which they will flourish My last column highlighted the weakness in relying on past performance in fund selection (weakness is putting it politely). I then provided an overview of some of the more qualitative factors advisers should consider when analysing […]

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UK house prices rise at slowest rate since 2013

Data from the Office for National Statistics show that UK property prices grew 1.2 per cent from June to July, giving a nationwide average house price of £231,422. On an annual basis this figure stands at 3.1 per cent, down from last month’s growth of 3.2 per cent, and is the lowest annual rate since […]


L&G: Advisers need to help bust pension jargon

Annuities, drawdown, Sipps – these terms can confuse and alienate customers. People really just want to know what will enable them to have the retirement they’ve always dreamed of, with enough flexibility to deal with life’s changing circumstances and perhaps a small inheritance to pass on too. What is everyday terminology for us in the […]


DB trustees should flag availability of transfer values, report says

Royal London has published a discussion paper with pensions lawyers Eversheds Sutherland to help defined benefit trustees handle members interested in transfers. It aims to help trustees understand both what the law requires of them and what good practice might look like. The paper calls on trustees to make members aware that transfer values are […]