Close Private Bank is launching an offshore wrap proposition incorporating life, trust, banking and collective investments to be called Close Opes.
US insurer MetLife is set to follow American rival Hart-ford Life into the UK market with onshore and offshore investment bonds and a Sipp product. MetLife is preparing a move into the UK by the second quarter. The firm is lining up a series of external fund links for its bond offerings and is in […]
Falcon Group holding company Sumus has announced a 28 per cent increase in turnover for the first quarter of its financial year from 2.6m to 3.3m. The firm now has 133 advisers and says it is reviewing acquisition opportunities.
Standard Life has written to the Revenue seeking confirm-ation that the Government will not perform another Sipp U-turn and block tax breaks for private companies investing in their own businesses. Head of pensions policy John Lawson says directors of limited companies with SSASs can switch their assets into a Sipp to take advantage of Sipps’ […]
Strong demand for personal pensions last year offset fall- ing protection and annuities sales and helped increase Legal & General’s fourth-quarter new business flows. The firm saw a 29 per cent rise in UK new business to 292m from 227m in the same period in 2004. New regular-premium pension business increased by 33 per cent […]
By Douglas Turnbull, Head of Chinese Equities After rallying around 150 per cent since the middle of 2014, mainland China’s ‘A Share’ market has corrected almost 35 per cent since mid-June.* Douglas Turnbull, manager of the Neptune China and Neptune Greater China Income funds, looks at the reasons behind this recent volatility… Click here to […]
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Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]
The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]
AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]