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.
Advisers are avoiding putting all their eggs in the passives basket Few advisers have wholeheartedly taken on board the arguments for index-tracking and put all their eggs in the passives basket. Indeed, advisers are deeply split in their attitudes towards passive investing. There is no denying funds in passive investment vehicles have been on the […]
A weekly account of the curious goings-on in the world of financial services Fussy financial felines With the average salary for financial advisers continuing to grow, one has to wonder what privileges immediate family members are able to enjoy. Perhaps most important to the families that own them are cats. Thanks to Twitter, WSJ can […]