Distribution Technology has won the contract to provide the point of sale software used by Lloyds TSB Private Banking advisers in their consultations with high-net-worth clients.
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The Big V turn… and the big U-turn
Virgin got 2006 off to a controversial start by launching its Big V cancer-only cover administered by Scottish Widows which brought widespread criticism from the protection industry although a few commentators welcomed the innovation.Aegon Scottish Equitable was one of the first providers to announce it would be launching a simple pension term assurance product after […]
Consolidation in search of the holy grail
Consolidation was the keyword in the technology provider marketplace, with Capita acquiring Webline only moments before it was announced that main rival Vertex was buying 1st.The knitting together of these organisations is a bid to achieve the holy grail of true “straight-through-processing”.Both Vertex and Capita are still looking to plug the mortgage-sourcing system hole in […]
Risk management
Some of the real risks faced by pension members could fall between the cracks in the latest review.
Vintage year for wine investment
Fine wine investment group Premier Cru has seen business from advisers increase fivefold since A-Day and intermediary sales now make up half of its inflows.Much of the interest has come from Sipp investors despite the Treasury removing tax relief on wine in pensions.Sales director Gavin Saffer says he expects adviser-based inflows to increase as they […]
Bonds in 2017: Stick or twist?
Royal London Asset Management Bond Fund Managers Paola Binns and Craig Inches look at why short duration could be a key tactic for fixed income investors during 2017. Read the full article here The value of investments and the income from them is not guaranteed and may go down as well as up and investors […]
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Pension transfers fall to £8.2bn in Q2
The total value of pension transfers fell from £10.6bn in the first quarter of the year to £8.2bn in the second quarter, the latest figures from the Office for National Statistics show. According to AJ Bell, this is the first drop in value of pension transfers since the second quarter of 2016. The figures coincide with […]
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Soft Brexit could see strong pay-off for value investors
Investors in value stocks and sectors will see value investing pay off if the UK is able to negotiate a soft Brexit deal, according to experts. Speaking at a Money Marketing Wired debate this morning, part of The UK Edge, investment specialists touted the benefits of the overlap between growth investing and value investing as market […]
Phil Wickenden: Financial planning is about more than what you know
As legislators and regulators across Europe – Brexit bit between their teeth – are poised for all sorts of eventualities, advisers can at least rest assured change is the constant on which they can depend. But in the midst of seemingly constant flux, it can become easy to bow to what is insisted upon and […]