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, […]
Legal & General has announced a tie-up with technology firm Origo to launch a new service to support advisers track the progress of client applications. The product known as Track My Apps is aimed at supporting advisers selling Legal & General’s retirement income range of products from fixed-term annuities to lifetime annuities. The online system […]
Octopus Group has appointed its former chief customer officer, Ruth Handcock, as chief executive of the investment business. Handcock will be the first new chief executive since Octopus was founded in 2000 and will lead the group’s investment business. She joined the company from of challenger bank Tandem in July 2018. CEO Simon Rogerson will […]
Unbiased is investigating a potential scam which uses its directory service to target financial advisers to steal their data. The emails have been sent to advisers through Unbiased, in an apparent phishing scam. Informed Choice managing director Martin Bamford says IFAs have been approached by a supposed prospective client who sends advisers a link to […]