Aegon has called for platforms to be subject to the same regulatory constraints as product providers. In its response to the RDR consultation, it also calls for higher capital adequacy requirements in the platform area.
The chairman of JM Finn & Co believes in a sense of traditional business values and is looking to help overstretched IFAs meet the demands of the RDR. Interview by Gregor Watt
Schroders has revealed profits of £57.8m for Q3 2009, down 19.2 per cent on £71.5m in Q3 2008.
Capita Financial Software has added menu-based protection to its Synaptic research tool.
Jubilee Financial Products has cancelled the early redemption plan issue 4 due to compliance issues with new FSA guidelines. It will refund client money immediately and will launch a replacement as soon as possible.
Last week was Adult Learner’s Week, a celebration of lifelong learning and continued education. But why should education stop after school?
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The Personal Finance Society has updated its guide on pension transfers from defined benefit to defined contribution schemes for advisers. This replaces the earlier good practice guide first published in February 2017 and registers a number of important developments in the market. These include the FCA’s consultation about advising on transfers and its supervisory work […]
The ability to cascade funds tax efficiently down through the generations is a key driver behind demand for DB transfers
Gold prices historically have maintained a tight, inverse relationship with real yields on 10-year US Treasuries, but this relationship has weakened in the past year, suggesting the precious metal’s price is now being driven by other forces. Real yields are adjusted for inflation, so the real yield on 10-year US Treasuries, for example, is the […]