Direct Life & Pensions says its Intelligent Protection system is being used by 142 adviser firms, including John Charcol, Alexander Hall and Burns Anderson, a year after launch. DL&P is also negotiating with Sesame to offer the system to its members.
Norwich Union has announced total UK life and pensions new business volumes have increased by 25 per cent from £9,185m in 2005 to £11,507m in 2006.This is before lapse assumption charges and after removing £361m for these lapses, the total sales on a Present Value of New Business Premiums basis is reduced to £11,146m, which […]
FundsNetwork is designing a further range of trusts for use with its offshore and onshore investment bond and fund offerings.The platform has hired former Prudential taxation and trusts manager Paul Kennedy to oversee the new products.A discretionary will trust, a discounted gift trust and a loan trust will be rolled out by the start of […]
Essex IFA Scott & Casey Financial Management has bought M&M Financial Advisors.M&M mainly specialises in advice to high-net-worth clients and advising companies on employee benefits.It was set up in 1993 and has three advisers. Founders Fergus Mackenzie and Howard Mayes will remain with Scott & Casey but the third adviser is leaving the firm.Scott & […]
Fund supermarkets and fund managers are predicting a big Isa season this year but where will the money go?
In this short video, Richard Marwood, senior UK equities fund manager at Royal London Asset Management, outlines how he seeks to build portfolios that are resilient to short-term volatility. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up and […]
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The Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology