Independent Lloyd’s professional indemnity broker PYV has negotiated special PI rates for mortgage intermediaries with insurer St Paul Travelers. The rates are claimed to represent a cut of 25 per cent and cover general insurance as well as term and protection. It is the second time that PYV has cut rates for mortgage intermediaries by […]
We are continually searching for ways to enhance client returns without incurring added risk or reduce risk without diminishing potential returns. Investing across many asset classes and using products from a wide variety of fund groups, we have a lot of freedoms which we use to construct efficient portfolios.
Axa is the latest insurer to bring Sipp administration in house ahead of relaunching its offering next June. The French-owned insurer currently outsources Sipp admin to Capita Sipp Services. Capita will continue to administer the existing Sipp book while Axa takes over responsibility for new business. The move follows recent decisions by Norwich Union and […]
AlphaSimplex Group believes that the most robust investment products are those that adapt to changing market conditions. Alex Healey, portfolio manager of the ASG Managed Futures Fund, talks about how holding “long” and “short” positions in alternative investments, to match market trends, can create opportunities in both up and down markets.
The financial advice profession has to collaborate more to promote the value of advice as a study finds one third of people shy away from taking advice due to concerns about trust. The findings come from a detailed look at the nation’s wealth and debt in research commissioned by Open Money and conducted by the […]
A template designed to help scheme administrators and advisers process defined benefit transfers will help them be completed more easily regulators say. Last July The Pensions Regulator told delegates at Money Marketing’s Retirement Summit that a template to simplify transfers would be released in the autumn. The template aims to enable scheme administrators to give advisers […]
Looking under the bonnet to see where the convictions of managers lie Sector definitions dictate that UK equity funds are required to have at least 80 per cent of total assets invested in UK-listed firms. There are, however, no limits on where their revenues originate. With the outcome of Brexit still largely unknown, it has […]