Software provider 1st Software is launching an investor profiling software to help advisers assess their clients' appetite for risk, measured against their expectations for investment return.
IFA business Group 300 is in the first stages of developing an aggregating wrap platform that would allow IFA clients to transfer their own assets and view portfolio values online. Group 300 chief executive Chris Batten claims that the product will not remove the need for advisers and says it would be designed to help […]
Having become increasingly conscious of the recent commentary questioning the justification of IFAs getting renewable commission, Legal & General recently (inadvertently) made a very strong case to support its continuation. Having completed a mortgage for a new client last October and following our FSA authorisation in Dec-ember, I recently revisited the client to complete a […]
The Money Programme's second investigation into fraud in the mortgage market moves the spotlight from brokers to lenders, accusing them of turning a blind eye to flagrant abuse of self-certification and fast-track mortgages. The programme, broadcast on Wednesday night, shows the anger of brokers who feel that lenders are taking no responsibility for the problems […]
Type: Oeic Aim: Growth by investing passively in emerging markets excluding Russia, India and China Minimum investment: £100,000 Investment split: 100% in emerging markets excluding Russia, India and China Isa link: No Pep transfers: No Charges: Annual 0.5%Commission: None Tel: 029 7930 0000
Fiona Tait takes a closer look at the Department for Work & Pensions’ forthcoming review of automatic enrolment In December, pensions minister Richard Harrington announced the scope of the DWP’s forthcoming review of automatic enrolment (AE). The review will look at AE coverage, as well as the current thresholds and age criteria. In other words: […]
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- Top trends
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- Martin Lewis wins claim against PPI chaser that used his image
- Scottish Widows mulls Standard Life corporate pensions book takeover
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]