There has been little change to annuity rates since the last update and this reflects the flat line trend for gilt yields at the moment. The benchmark 15-year gilt yield has remained just under 2 per cent so far in April. Unless yields increase, annuity rates will remain at present levels. In my recent paper […]
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The idea of “insistent clients” conjures up the notion that long-standing clients will somehow morph into unruly teenagers who won’t do what they are told. Clearly that is not the case. But neither are advisers jumping the gun here. Advisers are right to be agitated about the lack of clear regulatory guidance about how to […]
Three leading direct-to-consumer platforms that charge exit fees have been accused of making customers pay for their own failure to bring down the costs of transferring assets. Last week, Axa announced customers on its Self Investor platform would be given up to £750 towards the cost of paying exit fees levied by ceding providers. Axa […]
Catriona McInally, business development manager, explores how your corporate clients can manage their cash deposits and maximise returns without compromising security and liquidity. Read more
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