Canada Life is running a series of group insurance seminars between June 6 and July 6 2006 covering its internet-based e-business portal CLASS. Advisers can learn about its absence management and employee assistance programmes.
Aifa is urging the FSA to avoid imposing Mifid requirements on IFA firms. The regulator is telling companies to exploit opportunities presented by the Mifid directive, such as cheaper passporting of services throughout the European Union. But at a London conference last week, FSA managing director Hector Sants said firms should not underestimate the costs […]
Clash as Ken Davy says Stanley Lovell is ‘scare-mongering’ over future of support companies
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Credit Suisse Asset Management believes the recent restructure of its multi-manager ethical fund will enable it to benefit from the trend towards companies reinvesting for growth rather than paying dividends.
By Steve Webb, director of policy The British obsession with homeownership can have dangerous consequences. A recent survey by Barings¹ found that up to three million people of working age were planning to rely wholly on the value of their home to fund their retirement. We are not talking about people investing in buy-to-let or […]
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]