Aifa has appointed Tracy Elwick as its new director of public relations and marketing responsible for enhancing the profile and reputation of the trade body across the industry.
FSA assurances on platforms
Platforms are potentially a good thing for financial planning businesses but there are some risks that need to be monitored, the FSA has told the IFP.Spokesman for the retail policy division Rory Percival spoke at the IFP conference in Manchester last week and reassured advisers that the regulator understands the benefits of platforms and how […]
After eight
Barclays has introduced an income investment paying 8 per cent a year over a five-year period or up to 55 per cent growth. The income investment is ideal for those with equity Isas nearing retirement who do not wish to take much risk.
The generation game
Paul Wright, investment management director for Zurich, considers the changing face of inheritance tax and says advisers should view estate planning as one of their priority areas for clients
A&L makes a saving
Alliance & Leicester
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US loan growth is not painting a pretty picture for the US economy
Written by Mike Riddell One of the current big debates in global financial markets is whether investors should believe ‘hard’ rather than ‘soft’ data, where the usually reliable business and consumer surveys have been suggesting strengthening in global growth momentum for some time now, while the economic data that feeds through into the Gross Domestic […]
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Alan Hughes: Triage service will relieve DB transfer pressure
Putting the right people off transferring at the outset will be hugely valuable to the industry but there are issues to address A combination of pension freedoms and the economic circumstances giving rise to historically high transfer values has created a perfect storm in terms of demand for defined benefit transfer advice. Sadly, it has […]
Meet the manager: Royal London AM’s suistainable investment head Mike Fox
RLAM’s head of sustainable investments Mike Fox discusses how the rise of millennials will impact his asset allocation Being socially responsible and moral has been ingrained in Royal London Asset Management head of sustainable investments Mike Fox from an early age. “I am a child of Star Wars, where the good guys won in the […]
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Barclays rolls back on robo-advice plans
Barclays has rolled back on plans to launch a robo-advice service, Money Marketing understands. The bank launched a new self-directed investment platform, Smart Investor, in August last year. Sources tell Money Marketing that the bank was also planning to complement this with a hybrid advice offering that would combine online services with a face-to-face element, […]