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.
Baillie Gifford is lowering the annual management charge on four of its investment trusts from 1 January 2019. The Edinburgh Worldwide Investment Trust, Pacific Horizon Investment Trust, The Baillie Gifford Japan Trust and Baillie Gifford Shin Nippon all allow a tiered approach based on its total assets, and the group will reduce fees for the […]
FP Wealth Management director on helping other advice firms reap the benefits of taking on students If the future of advice makes you think of technology, think again. It is really all about people. A business cannot function without good people – something FP Wealth Management director Ian Bentley is well aware of. For the […]
Anthony Arter has been reappointed as pensions ombudsman and Pension Protection Fund ombudsman for two more years. Both roles are public appointments made by the secretary of state for work and pensions. Arter (pictured) who took up the role in May 2015, will continue in post until 31 July 2021. He is a solicitor and […]