Bupa Individual Protection is looking at a December launch of its online protection proposition to 26 intermediaries.
There have been a number of new property fund launches announced over the summer and two big names entering the arena are Skandia and Standard Life. I particularly like the look of the Standard Life Investments’ product. Standard Life manages over 10bn in institutional property mandates and this is its first foray into mainstream retail […]
Protection was essential at Goodwood last week as Direct Life & Pensions top brass took a team of journalists to fly helicopters, planes and fast cars. A charity race day in support of Flying Scholarships for the Disabled saw a reporter from a downmarket rival scoring full marks in the helicopter flying section, showing an […]
Bristol & West has established the income and growth guaranteed equity bond which combines a guaranteed equity bond with a savings account.
HBoS Financial Services has appointed Paul McNamara as marketing and distribution director.He will be reporting to managing director John Spellman.McNamara has over 20 years experience in financial services. He joins HBoS from Axa UK where he was group strategy director and he previously held senior roles with McKinsey & Company and the Bank of Ireland […]
What does a well-diversifed portfolio look like? What were the quarterly trends in model portfolios in Q4 2015? The Portfolio Barometer highlights trends uncovered by analysis of 210 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months from October to December 2015. The model portfolios under review were […]
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The FCA has fined an AIM-listed investment company £70,000 for failing to inform the market of inside information regarding the compulsory acquisition of one of its holdings. Biogas company Eggersmann Gruppe acquired Tejoori’s entire shareholding of Bekon on 10 August 2016 and informed the market the following day. However, that market update did not mention […]
At our recent Money Marketing In Focus conference, the FCA and Financial Services Compensation Scheme shared a stage to talk about the fallout from the freedoms and where we go from here. It is clear the advisers in the audience were focused on one in issue in particular: how unregulated investments are treated. FSCS chief […]
I received a new enquiry by email this morning. It contained a statement from the sender as follows: “I have spoken to a number of advisers but I feel they are trying to sell me products rather than give me impartial advice. What I want is some proper advice for which I can pay a fee […]