360 is warning advisers about identity fraud after three adviser firms and two providers reported fraudsters targeting them by using details found at Companies House.
Punter Southall Financial Management is set to snap up adv-iser firm Opus Holdings. The deal is expected to be completed by December and will increase Punter Southall’s advisers from 40 to 60. The IFA and employee benefits consultancy says Opus is likely to be its last acquisition as it believes it has adequate geographical coverage. […]
New guidelines on online and telephone underwriting fail to tackle the major issues and will have little impact on best practice and regulating the industry, writes Helen Pow
Growth Opportunities VCT 2 S Ordinary Shares
Prudential’s new deferred self-invested personal pension is a Sipp that is structured as a fund option for Prudential’s flexible retirement plan.
Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.
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Royal Bank of Scotland has joined rivals like HSBC in launching an automated investment advice service for more than five million customers. The bank claims to be the first bank in the UK to launch a “fully regulated” robo-advice service, which will be under its NatWest brand. The service, live from Monday, is targeted at […]
There is nearly £8.5bn in “drifted” legacy UK equity income funds that have underperformed against the sector over the past decade, research has found. As the fund management industry awaits Mifid II next year, Morningstar has analysed the competitive UK Equity Income sector on behalf of Money Marketing and found about 10 per cent of the sector’s […]
Old Mutual Global Investors has appointed Freddie Woolfe head of responsible investment and stewardship, reporting into chief executive Richard Buxton. Woolfe joins from Newton Investment Management, where he was a responsible investment analyst primarily covering the healthcare and technology, media and telecommunications sectors. Previously he held roles at Hermes Equity Ownership Services and HSBC. Woolfe will […]