Axa has cut the rates on more than half of its protection products, including on level life cover, decreasing life cover, guaranteed life or early CI cover and guaranteed decreasing life or earlier CI cover.
PSigma Investment Management has bolstered its private-client offering with the appointment of three managers from Citigroup Quilter. Mark Chetwood, Julian Key and Chris Catchpole are set to join in the summer, bringing the total number of managers to 19. Chetwood is the latest former Credit Suisse employee to join PSigma, having worked there before joining […]
The Financial Ombudsman Service is facing a judicial review of whether it is acting outside its powers when hearing complaints from some categories of advisers.
The high-profile Phizackerley ruling on inheritance tax and will trusts has far-reaching implications for all trusts making loans to beneficiaries, warns Skandia.
Aegon Asset Management has appointed Anne Harrison as the firm’s new head of performance.
One of the best sources of new business is your existing clients and, if they are estate planning clients, regular reviews are needed because people’s inheritance tax (IHT) problems tend to only get worse. Now, not a lot of things remain at the same rate as in 2009. If we turn the clock back, it […]
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Smith & Williamson has denied it is still an acquisition target, saying its current focus is on organic growth. In September last year, merger talks between Rathbones and Smith & Williamson broke down. The firm then said in December that any plans it had to list on the London Stock Exchange would not come to […]
The proven way to add value is to do extremely difficult work (well). That seems obvious, right? If you do something that is valued but scarce because it is difficult, you are more likely to be in demand and to be compensated fairly for what you do. The only thing about “difficult” is that – […]
AJ Bell is considering floating on the London Stock Exchange, according to reports. Sky News says AJ Bell is unlikely to float until after the final quarter of this year but it has reportedly met with investment bankers in the past few weeks to prepare for an initial public offering. For the 12 months to […]