IFA Arc Fund Management has bought Independent Investment Associates for 2.1m.
In simple terms, estate planning is ensuring that when a client dies their assets pass on to their intended beneficiaries but while this is simple in theory, there are, in practice, a number of complications.
Standard Life’s UK life and pension sales increased by 15 per cent to £13,174m in 2007 but individual pension sales fell by 18 per cent to £782m compared with 2006.Standard Life released its new business results today and simultaneously announced the news that its UK financial services chief executive Trevor Matthews was leaving to take […]
F&C recorded gross new inflows of £703m into its Oeic range in 2007, a 37.3 per cent increase on 2006, in what was a record year for its open-ended investment funds.
Prudential’s UK business figures were flat last year at £897m compared with £900m in 2006.Retail sales rose by 4 per cent, from £688m to £715m, driven by strong growth in individual annuities, corporate pensions, with-profits bonds and lifetime mortgages.Pru says the business figures are in line with 2006 because the 2006 figure included £63m of […]
By Fiona Tait, pensions specialist In her final article for Royal London, Fiona Tait reviews key changes she believes have transformed, or will transform, pensions. In my 12 years with Royal London I have been paid to review, study and explain the numerous changes to pension legislation which have transformed our industry in that time. This is […]
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Aviva has triggered a five day platform blackout as it moves to new technology. The platform will be unavailable from 6pm on Wednesday 17 January through to Monday 22 January while the provider manages its transition onto an updated system run by technology provider FNZ. The downtime will affect Aviva’s investment platform only, but other adviser […]
JLM Mortgage Services has launched the first stage of its new ‘robo advice’ service. The mortgage and protection network claims it is the first network to launch such a tool to its members. The Virtual Adviser will allow member brokers to offer an online service to residential and buy-to-let customers. This service will offer an […]
Providers should listen closer to advisers and consumers when deciding what initiatives will work