Direct Life & Pensions Services has joined forces with Fool.co.uk. Fool will become an appointed representative of Direct Life offering an online and call centre life insurance service to its members and users, administered by Direct Life’s systems.
The FSA has warned advisers looking to enter the equity release market to ‘stay out’ if they are not willing to commit significant resources and investments to their operations.Speaking at the Mortgage Business Expo in Manchester, the FSA warned firms to ensure they committed to delivering quality advice. FSA manager of retail distribution and mortgages […]
Lighthouse Group has launched a commercial lending service to its 600 advisers. The group sees commercial lending as of growing importance for IFAs and says the opportunity is opening up to steal market share from the banks due to their ability to source lending from a number of providers. Lighthouse has agreements in place with […]
I read with astonishment the press release by the PFS/CII to allow firms, rather than just individuals, to have chartered financial planner status. Not only is this departure misleading for the public, in that they may believe they are dealing with someone better qualified than they actually are, it also dilutes the strength of the […]
Last year, worldwide mergers and acquisitions (M&A) rose to an unprecedented $4.7tn, according to Thomson Reuters, a 41 per cent increase over 2014. Anthony Forcione, senior equity analyst at Loomis Sayles, an affiliate of Natixis Global Asset Management, looks at what’s been driving this particular wave of mergers. Click here to view full article: Loomis-Sayles
Marmite and President Trump both sharply divide opinion, but you can ignore Marmite if you’d rather not put the glutinous, salty, black yeast extract on your teatime toast. As an investor you simply cannot ignore Donald Trump. Without wanting to give a running commentary of recent events, Trump’s actions continue to have an impact. The […]
Suggestions that secretary of state for work and pensions Esther McVey may no longer be committed to the delivery of the pensions dashboard project has caused much wailing and gnashing of teeth around the industry. Personally, I do not see the problem. This is the perfect opportunity for it to take back ownership and control of […]
81 per cent of over-55s would feel confident in taking out an equity release plan without seeking advice, research from Moneyfacts suggests. 44 per cent thought they have no need for advice, 29 per cent would not trust an adviser, and 8 per cent of respondents believe financial advice to be too expensive. In late […]