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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Paradigm Partners was listed on the stock exchange this year as part of Tatton AM’s float IFA support business Paradigm Partners added four new members in the six months to 30 September 2017, according to a statement from Tatton Asset Management. Tatton released a pre-close trading update this morning, which says membership at Paradigm increased […]
The insurer says bulk annuities are a “significant growth area” for its UK business Aviva has completed a £600m bulk annuity deal with the Pearson Pension Plan, its biggest deal to date. The deal is a pension buy-in transaction that covers the liabilities of around 2,400 members. Aviva already provides workplace pensions, protection and health […]
The FCA is calling on firms to design more products that are tailored to older consumers. In a speech yesterday, FCA life insurance and financial advice director Linda Woodall said that as the population ages, it was increasingly important that the elderly received support when they engaged with financial services, including when thinking about retirement. […]