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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Three advice firms have stopped giving pension transfer advice following work by the FCA over the future of the British Steel Pension Scheme. A statement this afternoon details the FCA’s “information gathering exercise” to identify the firms that have been most active in advising people to transfer out of the scheme. The regulator got information from […]
The FCA has launched a consultation on its approach to authorisation and competition, which will be open to responses until March next year. Following the launch of the FCA’s mission in April, the approach documents are the second and third in a series of papers explaining how the watchdog tackles regulation. The first document, the […]