Fortis is today launching a UK life insurance business to sit alongside its general insurance proposition.
The protection industry is well positioned to take advantage of the credit crunch although a number of tough challenges lie ahead, according to speakers at the Protection Review.
The Government has unveiled the £12m roll out of the Money Guidance pathfinder programme in the North of England as part of its Financial Capability Action Plan.
Wealth management firm Route Group is being rebranded as Route City Wealth Club and will offer an integrated service to clients for a £2,400 annual fee.
In this short video, Richard Marwood, senior UK equities fund manager at Royal London Asset Management, outlines how he seeks to build portfolios that are resilient to short-term volatility. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up and […]
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The Financial Ombudsman Service will be reviewed by an independent person following claims of poor staff training and alleged biases in its decisions that were exposed in a recent Channel 4 investigation. Treasury Committee chair Nicky Morgan wrote to FOS chief executive Caroline Wayman on 13 March asking for more information about the findings of […]
There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]