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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Brexit defeat for May sees pound jump but further uncertainty looms
Last night, prime minister Theresa May suffered a historic defeat, with MPs overwhelmingly rejecting her proposed Brexit deal. As the Labour Party hit back with a no-confidence motion to be debated today, leading investment experts discuss the chaotic road ahead. Richard Buxton, head of UK equities, Merian Global Investors With the no confidence vote in […]
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FCA hits back at criticism over lack of fee flexibility
The FCA has defended its position on annual authorisation fees as well as its communication with advice firms over payment deadlines. Speaking to Money Marketing, an FCA spokeswoman says firm owners are made well-aware of deadlines. It was pointed out the regulator had placed a reminder in the regulatory round-ups published on its website in both […]