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Axa cuts rates on protection plans

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.

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Quilter trio join PSigma

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 […]

Is watchdog over the limit?

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.

IHT: What were you doing in 2009?

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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