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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- Top trends
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- Scottish Widows mulls Standard Life corporate pensions book takeover
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- How much are advisers charging for pension transfers?
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Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]