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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Smith & Williamson has denied it is still an acquisition target, saying its current focus is on organic growth. In September last year, merger talks between Rathbones and Smith & Williamson broke down. The firm then said in December that any plans it had to list on the London Stock Exchange would not come to […]
The proven way to add value is to do extremely difficult work (well). That seems obvious, right? If you do something that is valued but scarce because it is difficult, you are more likely to be in demand and to be compensated fairly for what you do. The only thing about “difficult” is that – […]
AJ Bell is considering floating on the London Stock Exchange, according to reports. Sky News says AJ Bell is unlikely to float until after the final quarter of this year but it has reportedly met with investment bankers in the past few weeks to prepare for an initial public offering. For the 12 months to […]