Product launches

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Rory Percival launches DB transfers guide

Former FCA technical specialist Rory Percival has launched a practical guide aimed at advisers and compliance staff at firms providing advice on defined benefit transfers. It is available from today and takes account of the FCA’s policy statement on advising on DB transfers published in March. The guide has three main parts with the first […]

Concept of green plant grow on British Pound currency note.

Robo firm Wealthify launches ethical portfolios

Robo-investment service Wealthify has launched ethical investment portfolios that can be opened with a £1 investment. Wealthify now offers five ethical portfolios investing in up to 25 funds. The company’s chief investment officer and co-founder Michelle Pearce says the launch is the firm’s response to customer demand for investment options that do not compromise their values. […]

SJP drops Aberdeen Standard from £286m fund

St James’s Place has replaced Aberdeen Standard Investments as appointed manager of its £286m Ethical fund. The fund changes, which will take effect later this year, include a manager switch to Impax Asset Management and name change to the Sustainable and Responsible Equity fund. The group says the name change is to “better describe its […]

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National adviser offers DB transfer robo-paraplanner

National adviser Mercer Jelf Financial Planning is offering a defined benefit robo-paraplanner to its customers. Mercer UK teamed up with robo-advice platform Wealth Wizards to launch the service. Wealth Wizards launched its white-labelled robo-paraplanner tool, trialled with LV=, in May last year. Robo-paraplanner launches for workplace pensions The advice planner works on a triage basis […]

Industry failing to nudge people to consider pensions options

The financial services industry has failed to find ways of nudging consumers to think about their options at retirement, despite three years of pension freedoms. A panel at the Association of British Insurers retirement conference today lamented the way companies talk to people about pensions and the lack of engagement it inspires. ABI director general […]

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Rory Percival to join SimplyBiz investment committee

Former FCA technical specialist Rory Percival is to join SimplyBiz on the investment committee of its new investment advice service. SimplyBiz has enlisted a number of industry heavyweights to the committee of its newly created Centra service. Percival will provide external governance and compliance oversight in the team. Joining him on the committee is Defaqto […]