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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IFAs want more clarity on environmental, social and governance investment products to be able to better communicate them to clients. A HSBC Global Asset Management survey of over 200 UK IFAs found that 57 per cent would like more ratings for ESG products. Concerns over diversity, human rights, consumer protection, and animal welfare are the […]
St James’s Place has hired Claire Blackwell as director of marketing from Newton Investment Management. Blackwell says: “We have a responsibility to continue to develop ourselves and our proposition in the interests of better financial outcomes for clients.” SJP shuns new CII exam in favour of in-house programmes She has held a variety of positions across the […]
Something drastic needs to be done to make the protection landscape fit for today’s world Like most journalists, when I first began writing for Money Marketing years ago, I needed to be schooled in the ways of financial services. In my case, this role was carried out by a small coterie of energetic financial advisers […]