Aegon Scottish Equitable is to add a bare discounted gift trust to its offshore range.
Occupational pension scheme membership has plunged by one million, according to data published by the Office for National Statistics.
Is the Association of Mortgage Intermediaries right to be concerned about mortgage brokers selling guaranteed investment products to their clients?Yes 88%No 12% Yes “It is worrying. I am not sure it is right for mortgage brokers to sell investment products.”Malcolm Hooper, IFAS Yes “Brokers do not have the regulations and experience needed for this type […]
HSBC Global Markets
Enhanced Commodity Trends Indicator Plan
Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]
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The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]