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Capulet sues lead-generation firm

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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