Aegon – Wealth Management Portfolio update
Update: Addition of a free European portability option enabling clients moving from the UK to Spain, France or Italy to benefit from tax deferral and certainty of their bond being tax compliant in those countries
Contact: www.aegon.ie/adviser/products
The trick to predicting the future is to know what will happen next. In the black and white world of compliance, the past may be no guide to what lies ahead but, for example, firsthand experience of Australia’s financial advice revolution a few years back has not exactly hurt better business guru Brett Davidson as […]
Some 945,000 Equitable Life victims will receive payments equivalent to 22.4 per cent of their relative losses after the Treasury confirmed it will allocate £775m in compensation on a pro-rata basis. The Independent Commission on Equitable Life Payments report, published today, confirms the oldest non with-profit policyholders and the estates of deceased policyholders will be […]
The editor’s comment of the week
Zurich UK Life is in talks with staff about cutting 120 jobs from its sales and marketing division and closing five branches. Staff at the insurer were notified about the proposed job cuts yesterday and are now in a 30-day consultation period. The prospective job losses account for 8 per cent of the total Zurich […]
RLAM’s asset class specialists discuss some of the findings from the panel session at our recent Investment Conference. By Rob Williams, Head of Distribution Welcome to the latest edition of Leading Edge. It has been an eventful six months since the last e-zine. The European Central Bank announced ongoing stimulus measures, while the immigration crisis in Europe threw the […]
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It is likely the increased regulatory scrutiny on fund managers’ value could filter down to advice firms in the future In my last article, I considered the influence a non-executive director could have in challenging an advice firm’s business model in light of the pension transfer issues. Now, in its asset management market study final […]
The financial services industry has failed to find ways of nudging consumers to think about their options at retirement, despite three years of pension freedoms. A panel at the Association of British Insurers retirement conference today lamented the way companies talk to people about pensions and the lack of engagement it inspires. ABI director general […]
The new chief executive of the single financial guidance body can expect a salary of £175,000 a year, according to a job advert posted online. The advert, posted on the Cabinet Office website says applications will close in mid-May with final interviews held in early July. The date for announcing the successful candidate has not […]