The Retirement Strategy data pages are designed to offer a wide ranging view of the current annuity rates being offered from providers including impaired, flexible and asset-backed annuity options. The pages also put current rates into historical context, offer the latest annuity best-buy tables and give a general overview of the type of products each provider currently offers.
Labour Shadow Treasury Chief Secretary Angela Eagle believes the changes being brought in under the RDR are broadly right and will restore trust in the advice industry. In an interview with Money Marketing, Eagle says that without trust, the sector will struggle. She says: “I think overall the direction of change is the right one […]
Every three months, the Chartered Institute of Securities & Investment, of which I am a Fellow, publishes a most interesting report into the investment management industry. It is a review of the latest developments and, most importantly, offers a commentary on what is happening in this huge business that touches us all. The most recent […]
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 […]
Though the subject of costs and charges to investors has always been an issue, the arrival of a lower return environment and greater market volatility have brought this into sharper focus. America is facing the same downward pressure on costs as we are, but they’re a bit further on this journey. Advisers in the US […]
Three advisers reveal their recipes for success when taking on a trainee Young people are the lifeblood of a firm, but what should you consider when hiring a trainee? Three advisers who have gone down different routes share their experiences. Not a ‘mini-me’Bringing in a graduate as a trainee administrator/paraplanner was part of a broader […]
Wrap platform Novia saw its profits before jump by 72.5 per cent to £5.6m in 2018, on the back of increase in its assets under administration. Novia AUA increased by 5 per cent to £6.1bn. According to the company, the performance was dented by a significant market drop in the fourth quarter of 2018. Novia […]