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GBST chief on powering the UK’s platforms
You only have to look at Old Mutual Wealth’s latest results to see how crucial keeping up with technology has become to financial services. The giant provider has had to write off another £250m and a further two years as a result of delays in upgrading the technology powering its platform. When the project is […]
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Nic Cicutti: Why Paul Lewis is wrong on advice vs guidance
What is the difference between advice and guidance? I have been pondering the subject over the past few days in the wake of a thoughtful article in Money Marketing by my fellow columnist Paul Lewis. Paul writes about the impending demise of the Money Advice Service, for which he made a number of videos about annuities. […]
Why the next Fed rate move might be down, not up, and how that’s not remotely priced in
Over the last seven years you have probably read countless articles and had endless discussions about when the Federal Reserve (Fed) is next going to hike. The chart below shows the Fed Funds rate implied by the market at the beginning of each year since 2010. The Fed did finally edge rates higher in December […]
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Claire Trott: Protecting clients from lifetime allowance traps
More and more of my conversations with advisers are focused on those clients that have exceeded the lifetime allowance and have either not been eligible for any of the protections available at the time or have invalidated the options before they realised. There is little the adviser can do; a problem compounded thanks to not […]
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M&G to transfer four funds to Luxembourg over Brexit uncertainties
M&G is to transfer four UK-domiciled funds to equivalent Sicavs on its Luxembourg platform in a “prudent” move amid uncertainties around the Brexit negotiations. The £275bn fund group, which has already outlined plans to launch Sicav funds in Luxembourg, will move £6bn in assets to the continent by November of 2017. Subject to shareholder approval, […]
Boss of pension transfer company Origo departs firm
Chief executive of technology provider best known for its transfer service to stand aside after 10 years at the top