Burns-Anderson has agreed to use Defaqtos Aequos Engage as its preferred product search engine. Aequos Engage launched in May last year, covers investment, pension and protection products and can be used online or downloaded for remote use. B-A says its ability to link with its main policy and client administration system, to other CRMs, as […]
A Sipp provider says fears over a Government U-turn means he is having to calm client interest over proposed relaxations to protected rights restrictions.IPS Actuarial Services managing director Rupert Curtis says around 25 per cent of his 5,000 Sipp clients have protected-rights funds. Many have been contracted out for 30 years and have tens of […]
There is little doubt that the US unit trust market is probably the poorest across all the unit trust sectors. In fact, in all the time that I have been reviewing and recommending funds, it has always been the poorest.This has been perceived by investors who have always been underweight in the biggest economy and […]
A quarter (23 per cent)* of the UK’s small to medium-sized enterprises (SMEs) do not have an absence management system in place, according to new research from Jelf Employee Benefits. Despite 69 per cent* of organisations having a system in place, three-quarters (75 per cent) report that it is not providing them with sufficiently empowering absence or health data to inform an effective wellbeing programme.
The Pensions Administration Standards Association has elected its director of eight years Kim Gubler as chair. Gubler currently holds the position of deputy chair with the standards body, and will replace Margaret Snowdon from 1 January. Gubler has held a variety of executive positions across the industry, including chair of the joint Standards and Accreditation […]
The state pension is set to increase by 2.6 per cent from April next year after inflation fell more than expected in September. Office for National Statistics data published today shows the Consumer Prices Index inflation stood at 2.4 per cent in September. The index is used for the state pension triple-lock uprating that guarantees […]
As discussed last week, the regulator, being the regulator, will regulate. That is what it does. It is its job. Ensuring we are compliant is expensive and exhausting but it is not the same as ensuring we have a robust strategy. There is overlap, for sure, but it is not a substitute. While it may […]