Baring Asset Management is following Credit Suisse and Threadneedle and raising charges on three funds from 1.25 per cent to 1.5 per cent. The funds are the Japan growth trust, Korea trust and Eastern trust.
Scottish Life has produced a credit card sized leaflet summarising the essential facts on A day for advisers.The guide covers the 10 main areas in pensions legislation facing change at A day, including the statutory lifetime allowance, retirement and death benefits, protection and retirement annuity contracts.The leaflet, which is free, can be ordered through Scottish […]
A combination of economic factors and improved products will see equity-release business continue to grow.
Collegiate Insurance Brokers is teaming up with Selestia and Old Broad Street Research to offer a risk management tool to help IFAs negotiate better PI terms.
A selection of banks and financial institutions might have received a rather surprising email from Lifesearch’s Kevin Carr recently. Carr sent out an email to numerous recipients across the industry, attach- ing a comparison table of product providers’ services. However, he probably should have checked his Wingdings before- hand, as his ticks and crosses came […]
Jacob de Tusch-Lec and James Foster, managers of the Artemis Monthly Distribution Fund, discuss recent developments and how the fund is positioned. See the full discussion here
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Aviva has triggered a five day platform blackout as it moves to new technology. The platform will be unavailable from 6pm on Wednesday 17 January through to Monday 22 January while the provider manages its transition onto an updated system run by technology provider FNZ. The downtime will affect Aviva’s investment platform only, but other adviser […]
JLM Mortgage Services has launched the first stage of its new ‘robo advice’ service. The mortgage and protection network claims it is the first network to launch such a tool to its members. The Virtual Adviser will allow member brokers to offer an online service to residential and buy-to-let customers. This service will offer an […]
Providers should listen closer to advisers and consumers when deciding what initiatives will work