Lighthouse has set up a commercial lending service which will enable its advisers to source loans for clients from a panel of lenders. Advisers which are not members of NACFB can write business through a referral arrangement with The Commercial Mortgage Desk.
Multi-manager Smith and Pinching Portfolio Management has added a small weigh-ting in direct equities to its fixed-interest fund to boost returns.
The Government’s controversial proposals to convert contract schemes to trust-based schemes could cost 4bn, according to industry estimates.A recent meeting between pensions minister James Purnell and the ABI discussed the threat to existing schemes posed by the European distance marketing directive which stops contract-based schemes from auto-enrolling employees, a key requirement for schemes wanting to […]
Legal & General International has appointed David Fagan as chief executive officer in Dublin and will be launching two offshore products later this year.Fagan joins from the Irish Life and Permanent Group, where he has worked for the past 25 years and has been chief executive of its cross-border Life Company, Irish Life International between […]
The public administration select committee has called on the Government to extend its help for victims of occupational scheme collapses to those schemes wound up by solvent employers.The PASC report, Pensions Bill: Government undertakings relating to the Financial Assistance Scheme, states the Government’s proposal to ask the team reviewing the FAS to look into solvent […]
By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]
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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 […]