Fidelity will be running a series of workshops for IFAs in 26 venues across the UK from late May to early June. The workshops will address issues including how asset allocation strategies should be modified in the lower-return environment, restoring investors' confidence and investment planning without new investment. The seminars begin on May 27 in Newcastle and Birmingham and take in London, Swindon, Glasgow, Chester and Northampton before ending on June 4 in Egham.
More than a quarter of investors are now less confident about investing in the stockmarket than they were before the war in Iraq, according to the AITC. Twenty-seven per cent of the 1,000 investors interviewed at the beginning of May were more pessimistic about investing, compared to just 15 per cent whose confidence had increased. […]
Insight Investment has appointed two new members to its retail sales team. Neal Bailey joins as head of IFA sales from money management company Lord Abbett, where he was marketing director. He will report to business development director Gordon Phillips. Jeremy Barnett joins as regional sales director, reporting to Bailey. Previously, he has held positions […]
Friday April 25 (lunchtime): fax quote specification for an investment bond to Sun Life, naming the particular fund to which the money is to be allocated.Monday April 28: No sign of illustration.Tuesday April 29: No sign of illustration. Phone Sun Life to ask why. No one knows anything about it. Fax specification again with a […]
The downward trend of buy-to-let yields has finally halted,says Paragon Mortgages.Its buy-to-let index for April shows demand for properties from homebuyers has slackened, giving landlords the chance to buy more cheaply.Yields rose to 7.99 per cent last month after steadily dropping in 2001 and 2002 to a low of 7.91 per cent in January.Paragon Mortgages […]
In the run-up to the Budget, there was some concern that the chancellor might ‘call time’ on the use of salary sacrifice in employee benefits provision.
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]