Norwich Union is hosting a series of investment roadshows to help IFAs prepare for the ISA season. The sessions will examine the role of equities, with-profits, fixed income and property in building a balanced portfolio.
”This is PR, don't you know darling.” Ex-Money Marketing journalist turned Aegon PR Adrian Cammidge shows how much life has changed in a few short months, prompting the newsdesk's favourite cartoon”There is an old Scottish saying – never trust a Slovakian girl armed with a bottle of port and a packet of oatcakes.” – Aegon […]
The Occupational Pensions Regulatory Authority is asking the pensions industry for advice on changes to its reporting procedures. Opra says its main aim is to focus on matters that pose serious risks to members.
What lessons can we learn from the events of the last 12 months? Most executives of IFA firms say it has been a very difficult year although business picked up in the second half. The reasons behind this are clear. War in Iraq contributed to a sense of uncertainty by investors. As reform of our […]
By Denise Wond, marketing manager We’ve heard a great deal about Generation Rent in recent years but what does it actually mean for consumers and advisers and has the face of the typical renter changed? The picture is certainly more diverse than it used to be. Homeownership is at its lowest point in 30 years, […]
A life expectancy tool that assesses longevity based on information including a health assessment from a qualified nurse is aiming to help advisers with defined benefit pension transfer advice. The FCA introduced a rule this year that advisers making a recommendation on a DB transfer must plan for a client living a “reasonable” period beyond […]
Discretionary fund manager charges have come under increasing scrutiny since the FCA launched its platform market study in July last year. The regulator is currently looking at the role of DFMs in the value chain to see if their charges are justified, with the results expected to be revealed later this summer. Money Marketing has […]
Once upon a time, almost every adviser entered the profession via major banks and providers. These players encouraged staff to take professional exams, providing a rich seam from which firms could mine an endless stream of young candidates keen to move into the more demanding independent advice sector. Once RDR took effect, we lost that […]