Capulet Financial Management financial planning director Richard Facer is issuing a county court summons against Stewart Kennedy, principal of lead-generation company Business Appointments, and not a county court judgment as stated in the February 12 issue.
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Axa Sun Life plans major ad push to back new identity
Axa Sun Life is planning a multi-million-pound marketing and advertising push in the new year to promote the Axa brand name. The company was created from the £690m merger of Axa Equity & Law and Sun Life & Provincial Holdings in July. The new campaign will start in April when Axa Life, the new direct-sales […]
Drawdown rundown
The flexible drawdown plan from Eagle Star is one of latest entrants into the competitive income-drawdown market. Our panel review the product and compare it with similar plans offered by Scottish Widows and Winterthur Life. The panel generally agree that the Eagle Star plan is suitable for its market. Bottriell says: “The suitability of the […]
Grenfell returns with managed risk fund
Morgan Grenfell Asset Management is returning to the retail market with a protected unit trust modelled on its institutional managed risk equity fund. The All-Weather equity fund aims to provide an element of protection to investors who are seeking exposure to equities but are uncomfort-able with the perceived risk. But the biggest challenge will be […]
Schwab trading system threatens discounters
Small discount brokers are facing a threat to their future business following the launch of the first touchtone trading system by Charles Schwab Europe. Charles Schwab, formerly Share Link, is rolling out a system that will let investors carry out automated share dealings using a phone keypad. Many IFAs believe the move represents the first […]
Finding value in UK equities
By Mark Martin, Investment Director & Head of UK Equities Register for a live update on 9 July at 14.30 with Mark Martin, who will be discussing Chancellor George Osborne’s ‘emergency’ summer budget, the UK equity landscape post May’s General Election and his outlook for the second half of 2015. Mark will also highlight the […]
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Simon Collins: FCA tightens grip on value for money
It is likely the increased regulatory scrutiny on fund managers’ value could filter down to advice firms in the future In my last article, I considered the influence a non-executive director could have in challenging an advice firm’s business model in light of the pension transfer issues. Now, in its asset management market study final […]
Industry failing to nudge people to consider pensions options
The financial services industry has failed to find ways of nudging consumers to think about their options at retirement, despite three years of pension freedoms. A panel at the Association of British Insurers retirement conference today lamented the way companies talk to people about pensions and the lack of engagement it inspires. ABI director general […]
Boss of new financial guidance body to get £175k salary
The new chief executive of the single financial guidance body can expect a salary of £175,000 a year, according to a job advert posted online. The advert, posted on the Cabinet Office website says applications will close in mid-May with final interviews held in early July. The date for announcing the successful candidate has not […]
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