Buy-to-let property company Ely Group is listing on Aim this week. The Dublin company is coming to the market valued at 11m with plans for further UK expansion. The firm is best known for offering the opportunity to invest in the housing market on a10-year leaseback scheme.
JPMorgan Invest, a subsidiary of JPMorgan Asset Management, has partnered with 1st Software to provide online workplace financial education.JPM Invest will offer employers packages to help them financial planning tools for employees approaching retirement. This will be powered by 1st Software’s Adviser Office software.
Martin Currie has trebled its sales team as it lines up a major push into the retail market. The Edinburgh fund firm has signed up to ratings agency Forsyth-OBSR in a bid to raise the profile of its product suite. It has recruited senior sales staff from several retail-focused investment houses to bolster distribution. Since […]
John Charcol senior technical manager Ray Boulger is warning mortgage brokers not to ignore lifetime products just because providers are not members of Ship. He says some lifetime products already in the market offer equal if not better drawdown facilities regardless of club membership. His comments follow the release of product details for Prudential’s property […]
Nicola York assesses the mortgage industry’s reaction to last week’s 0.25 per cent rate reduction by the monetary policy committee
Protection providers often extol the benefits of placing plans in trust. The advantages for clients are widely recognised and numerous – inheritance tax mitigation, avoiding probate delay, controlling claim proceeds, and so the long, familiar list continues. Yet, dismissed as unnecessary form-filling, or simply viewed as irrelevant in the context of a mortgage sale, less […]
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There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]
Thirty-six months is a short time in pensions. Before April 2015, few could have predicted that compulsory annuitisation would come to an end and the door to full withdrawals would be swung open. As the pension freedoms reach their third birthday, it is worth weighing up the evidence to date. Let’s start with the good […]