The Pension Protection Fund’s decision to continue excluding investment strategy from risk-based levy calculations has been backed by Aon Consulting.
I think Neptune is one of the most under-rated groups in the marketplace right now. It may have been overlooked because it has launched so many funds in a short space of time and few of them are run by well known managers. This could give the impression of a company in too much of a hurry but I feel that would be doing it a disservice.
Lincoln Financial Group has announced the launch of Lincoln i2Live, the company’s latest foray into the UK retirement planning market. Lincoln i2Live will offer clients the flexibility to switch between the i2Live Accumulator, i2Live Drawdown or i2Live Annuity products at no charge, with an income guarantee option available to clients who opt for i2Live Drawdown […]
Advice produces the best results, with more protection sold for longer.
The Financial Ombudsman Service could face a High Court battle over its right to hear complaints against advisers from many years ago.
By Ali Unwin, Chief Technology Officer & Manager of the Neptune Global Technology Fund Fear has always been a key ingredient for technological experimentation and adoption, and today is no different. But when and where are these fears justified? asks Ali Unwin, Chief Technology Officer and Manager of the Neptune Global Technology Fund Click here […]
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Just over two-thirds of advisers expect most business to come from at-retirement clients with assets ranging from £100,000 to £250,000 this year, according to research from consultants AKG. The online survey of 100 advisers conducted in March looks at how advisers are dealing with the opportunities and challenges of pension freedoms. It is one of […]
We were proud to publish a good practice guide on social impact investing last month as part of an initiative started by an independent advisory group chaired by Allianz Global Investors vice chair Elizabeth Corley. The group had been set up by the Department of Digital, Culture, Media and Sport to increase choice in this […]
Robos came under fire this week, with an FCA review finding serious failings in terms of suitability and disclosure. Adviser comments soon followed, praising the regulator for finally getting tough on automated advice. Here are a few extracts from the FCA: Some firms did not make clear whether their service was advised, non-advised, discretionary or […]