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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A decade ago, I went through the pain of switching utility providers. Deterred by a catalogue of errors, it is only recently, after a house move, that I tried again. I was pleasantly surprised by how easy it was. It has made me think about how complex and expensive it is to switch in financial […]
It has never been more important to encourage saving. But advisers know only too well how challenging the complexities of the UK savings and pensions landscape make it for people. Any trends towards simplification would be welcome, but unfortunately recent developments have moved in the opposite direction. Take Isas, for example. Their simplicity has always […]
The FCA has confirmed it will consider if there needs to be better guidance around when it and the Financial Ombudsman Service can share information ahead of the FOS making its final decision. In a Complaints Commissioner final report, published on its website yesterday, commissioner Antony Townsend invited the FCA and FOS to discuss when […]