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.
Invesco Perpetual leads the latest edition of the infamous Spot the Dog report, which identifies underperforming equity funds, as the number of dogs hits a record high. In its bi-annual Spot the Dog report, Bestinvest names and shames funds that have underperformed their benchmarks for three consecutive years and by more than five per cent over […]
Most firms regulated by the FCA are satisfied with its performance and believe it is an efficient regulator, the watchdog has said. The survey conducted by the FCA and its Practitioner Panel – one of its advisory bodies – sought feedback on the regulator’s performance from the firms it oversees. The results showed that both satisfaction and […]
Investing at this stage of the market cycle is a tough balancing act. While over-exposure to risky assets leaves a portfolio vulnerable when a correction really bites, taking too much risk off the table too soon can mean missing out on the remaining opportunities which may still present themselves over the coming months. With so […]