Annie Shaw is a freelance financial journalistSince I had ricked my foot the previous week and was headed for Bangalore accompanied by a not very elegant walking stick, a little medical tourism seemed to be in order. I ended up in the MS Ramaiah Memorial Hospital for an “executive check-up”. This is the equivalent of […]
Probably one of the most contentious areas in relation to the retail distribution review is its effect on the number of advisers who will be able to class themselves as IFAs and, in turn, the effect that this may have on genuine independent advice for the mass market.
As we move closer to the time to respond to the retail distribution review and other discussion papers, it may well be worth setting out the ABI’s position according to their submission to the original working parties. In essence, they state that IFAs control 60 per cent of distribution and that this is a problem […]
Axa has announced new with-profits bonus rates for customers investing in the Axa Sun Life with-profits fund and the Sun Life Assurance Society with-profits fund.Axa’s regular bonus rates have increased by up to 1.25 per cent for most unitised policies in the ASL fund compared to the same time last year and payouts on bonds […]
The UK Pensions Awards shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. This year’s awards looked at advisers and providers across 31 different categories and were rigorously judged by a panel of senior […]
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]