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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There are growing signs that positive lifestyle decisions taken now could lead to positive effects on mental capacity in later life. Vitality’s Deepak Jobanputra examines the emerging evidence.
Being the dedicated adviser to the employees of local businesses will boost your reputation and grow your firm Taken at face value, the roles of financial planner and HR officer may not appear to have much in common. Yet, the two can dovetail perfectly in some situations. The most obvious benefit is when it comes […]
Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]