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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Adviser trade body calls on govt to save pension dashboard
Adviser trade body Pimfa has called on the government to go forward with the pensions dashboard as rumours swirl that ministers are considering abandoning the idea. Pimfa’s call comes after reports claim work and pensions secretary Esther McVey believes that the pensions dashboard would be a distraction to rolling out universal credit and so should […]
Spending, pensions and retirement: MAS in numbers
The Money Advice Service will soon be superseded by a new public financial guidance body, rolling it into Pension Wise and The Pensions Advisory Service. Money Marketing looks at some of the key stats for the organisation ahead of the transition.
Is a fund better off with a sole manager or a team?
The year so far has been full of manager and senior staff moves. Earlier this month, eight senior staff at Standard Life Aberdeen left to go to Aviva Investors, to join former Standard Life Investments equities head David Cumming. With moves like this in mind, is a management team or sole manager the better choice? […]
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