Aegon’s 5 for Life annuity product has been added to Barclays’ select choice multi-tie panel, giving its 900 advisers access to guaranteed income throughout retirement.
UK pension schemes have moved into surplus for first time in over five years, according to research from Aon Consulting.At the end of last week, there was an aggregate UK pension accounting surplus for the first time since FRS17 was introduced in June 2001. This landmark date marks more than a 50bn improvement in FRS17 […]
Credit Suisse has appointed Tim Sweeting as head of institutional distribution for absolute return strategies for asset management in Europe.
Tenet has teamed up with Leeds Building Society to expand the society’s overseas business model. The society’s new subsidiary Leeds Financial Services Overseas will work with Tenet as an appointed representative to grow its services to clients in Southern Spain and Gibraltar, with plans to expand into other European countries at a later date.Tenet has […]
A widower seeking to minimise IHT on his estate would do well to consider a portfolio of Aim shares.
Call us old fashioned, but we want to get to know you personally. That’s why we give you a named case manager and underwriter to look after all your cases from start to finish. Your underwriter will happily give you their number, so you can ring them directly with any questions you have. And your […]
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Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]
The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]
AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]