Axa Life head of field sales Alison Burns left male IFAs quaking at the IFA Woman IFA of the Year awards last week.She started her speech with a description of her first weeks in financial services, which involved being made an honorary “bloke” by her all-male team and given the name “Peter” as a mark of respect. Unlucky for the man who christened her when she became his boss six months later, inviting him into her office to be baptised “Mary”.
Childrens Mutual says its Child Trust Fund is an ideal way for poorer families to fund their childrens university education.The fund, which it runs under the name Baby Bond, could accumulate to 10,212 over 18 years, with a monthly contribution of just 25 says Childrens Mutual. Childrens Mutual chief executive David White says “This is […]
Cheltenham & Gloucester
Two Year Premium Fixed Rate Mortgage
The Personal Finance Society may have already found its big regulatory issue to lobby on.
F&C Asset Management claims that the latest White List report from Principal Investment Management shows that ethical funds do not always have to be risky.
Kunal Desai, Head of Indian Equities, discusses his expectations for the Indian market and highlights the key indicators that he is watching for 2015.
In the video, Kunal addresses:
• Indian equity valuations and the importance of stock selection in gaining exposure to the earnings upgrade cycle
• The BJP’s strengthening ambition in its pro-reform, pro-investment agenda
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Do not be spooked by recent falls. The bull market has further to run. Stockmarkets have been thriving in the not-too-hot, not-too-cold “Goldilocks” backdrop of the last few years. Growth has been strong enough to boost profits, and inflation low enough to keep central bank policy loose. Recent stockmarket weakness is centred on signs that […]
The FCA continues to engage with the asset management industry on new European regulations as questions remain over how firms should report costs and charges. After over a month since Mifid II and Priips came into force, concerns have been raised on how fund fees, in particular transaction costs, should be calculated under the two […]