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 […]
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 […]
Law firm Edwin Coe has commenced litigation on behalf of 400 investors against HSBC over its role in facilitating the operation of the Disney film financing investment scheme known as Eclipse. Money Marketing first reported that affected investors including celebrities and football managers were eyeing up a landmark legal challenge 18 months ago. The legal […]
Earlier this month, World Cancer Day raised awareness of the disease that continues to affect so many of us. There are few people who will not know someone who has been affected by cancer in some way. Cancer affects people of all ages and health types; it does not discriminate and those affected can often […]
As part of its retirement outcomes review, the FCA has been looking at non-advised income drawdown policies; specifically, the fact too many people are leaving their savings in cash regardless of how long they intend to keep the money there for. The regulator wants customers to set out their plans for the five years ahead. […]