SimplyBiz Group has launched a referral service that allows advisers to access a range of third party solutions in estate planning, care fee planning and commercial insurance. The service, called SimplyRefer, has been designed by SimplyBiz Group in partnership with Creative Wealth Management, Pensionhelp, The Children’s ISA, Precise Mortgages, Genius and Just. This follows the launch […]
Kleinwort Benson Investors, the Dublin-based asset management boutique, has seen its revenue stream growing to €24.6m (£17.9m) for 2014, according to its annual results published today. The asset manager, which is part of BHF Kleinwort Benson Group SA, registered a 58 per cent increase in its revenue year on year. KBI’s assets under management reached £5bn at […]
Retirement specialist Age Partnership has linked with software firm Iress to provide a new referral service for equity release. Using Iress’ The Exchange portal, the service is targeted at advisers and brokers not involved in equity release, but who still wish to service their clients interests in the sector. Age Partnership will offer advice to […]
MGM Advantage has recruited former Legal & General annuities boss Tim Gosden to develop and market the provider’s post April retirement proposition. Last month, Money Marketing revealed Gosden had left L&G as part of a restructuring exercise. L&G pensions strategy director Adrian Boulding has also left the company. MGM product and marketing director Peter Carter says: […]
The financial services industry is gearing up for the biggest opportunity in decades, which lies in the wall of money soon to be unleashed by the pensions revolution. In April, millions of over-55s will be able to access their retirement savings in full for the first time. It is expected that significant sums of money […]
The FTSE group has launched a new annuity index, allowing users to track changes in the value of pension funds against shifts in annuity prices. Legal and General Investment Management helped create the FTSE UK Level Annuity Index Series, with annuity rates provided by The Annuity Exchange. The daily index will use the average of […]
Although we are yet to achieve warp speed transport or the transporter from Gene Roddenberry’s original 1960s Star Trek series, many other innovations predicted for the 23rd century are now a fact of life. The universal translator certainly seems to be getting closer and closer. A couple of weeks ago I wrote about the near […]
Aegon has launched an ultra-low-risk fund to protect retirement-age investors’ capital. The Aegon Stability fund invests in four defensive funds that have complementary portfolios and high levels of liquidity: the Jupiter Strategic Reserve, Fulcrum Diversified Core Absolute Return, Kames UK Equity Absolute Return and Newton Global Dynamic Bond funds. The Aegon fund aims to beat […]
Last month I expressed real hope about how positive 2015 could be for protection. It is exciting to see new providers joining in, direct to consumer becoming an insurer craze, several big marketing budgets being readied for campaigns and some seriously good process innovation fighting through the insurer apathy. This should soon be able to […]
Change creates an expectation of something new and exciting.
The barriers to launching a new product is prohibitively high.
Sarasin & Partners has teamed with Indexx Markets to create a “more efficient” index for the S&P 500. Sarasin & Partners head of quant and fund manager Andrea Nardon says the firm is looking to unveil a fund following the newly built Sarasin US Systematic Efficient Strategy Indexx in the next few months. The US […]