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.
Which? took a controversial line on critical illness insurance this month by calling it a luxury product.
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
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Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]
The recent enquiry by the work and pensions select committee has reignited the debate about the future of collective defined contribution schemes. Whether these sort of schemes can be incorporated into the current UK pensions landscape is a moot point. Let’s consider some of the arguments for and against CDC. First of all, it is […]
Retirement interest-only mortgages are set to become more popular following the FCA removing hurdles to selling them. The regulator sees RIO mortgages as a possible aid to the waves of maturing interest-only loans with no repayment strategy. However, the FCA also wants RIO mortgages to be sold more widely, for example as an additional option […]