Royal Liver, Legal & General and Friends Provident have are on to the short list for a new treating customers fairly category which Lifesearch has introduced to its annual protection awards.The TCF award is based on providers’ overall fairness and honesty. It judges providers on factors including the publication of claims’ data, using clear and […]
It is always dangerous to read too much into short-term market movements. The way in which shares took off in the first few hours of trading in the new year made me wonder if I had missed something. Then we started to hand it all back again.
I noticed in a recent article on treating customers fairly that the FSA found that fewer than a third of advisers recommended debt repayment before other investment products. Am I right in thinking that in order to advise on debts such as credit card repayment, the adviser would need a consumer credit licence? Colin RodgerDirector, […]
It is one of the (very) few things Donald Trump and Hillary Clinton agree on: the cost of healthcare in the US must be brought under control. Simon Edelsten, manager of the Artemis Global Select Fund, explains what this means for investors. Click here to read the full article
Invesco Perpetual leads the latest edition of the infamous Spot the Dog report, which identifies underperforming equity funds, as the number of dogs hits a record high. In its bi-annual Spot the Dog report, Bestinvest names and shames funds that have underperformed their benchmarks for three consecutive years and by more than five per cent over […]
Most firms regulated by the FCA are satisfied with its performance and believe it is an efficient regulator, the watchdog has said. The survey conducted by the FCA and its Practitioner Panel – one of its advisory bodies – sought feedback on the regulator’s performance from the firms it oversees. The results showed that both satisfaction and […]
Investing at this stage of the market cycle is a tough balancing act. While over-exposure to risky assets leaves a portfolio vulnerable when a correction really bites, taking too much risk off the table too soon can mean missing out on the remaining opportunities which may still present themselves over the coming months. With so […]