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 […]
Martin Foden discusses how convenience is affecting the construction of fixed income portfolios
In this short video, Martin Foden, head of credit research at Royal London Asset Management, discusses how convenience is affecting the construction of fixed income portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not […]
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Ex-Barclays Wealth boss censured by court after FCA battle
The Upper Tribunal has found that Andrew Tinney, the former chief operating officer of Barclays Wealth, breached his obligation as an approved person to act with integrity. The update published on the FCA’s website today explains the reasons for the publication of the ruling. In March 2012, Tinney received a document which contained critical findings […]
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Standard Life: Clients using ‘scheme pays’ may face August deadlines
‘Scheme pays’ can take the sting out of annual allowance tax charges, but scheme members must move quickly to take advantage With more than five months to go, the self-assessment deadline feels like a lifetime away. But for clients facing an annual allowance tax charge for the 2018/19 tax year on their pension savings, the […]
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FCA heads on six-date national tour for broker feedback
The Financial Conduct Authority has announced six Q&A roundtable sessions to be hosted across the UK. The regulatory body will be going to Glasgow, Newcastle, Birmingham, London, Manchester and Newport. Each event, titled “ask the regulator”, will be 90 minutes long and will feature FCA and industry representatives. According to the FCA, the sessions are […]