Standard Life has decided to cut free transfer value analysis reports for advisers after the FCA expressed concerns they could act as an inducement. In a flagship policy paper on defined benefit transfers on Monday, the regulator noted many market participants had argued free TVAS software offered by providers presented a conflict, given it is […]
Analysts at Jefferies have maintained their buy rating on the newly-merged Standard Life Aberdeen despite the potential loss of a major £109bn mandate. In a note to investors this week, Jeffries says it does not have to revise its modelling from mid-March, when it predicted a positive future for the firm amid a battle to […]
Mike Fox, Head of Sustainable Investments at Royal London Asset Management shares four key areas of interest that our sustainable investment team are focusing on at the moment. Watch the video here. Past performance is not a guide to future performance. The value of investments and the income from them is not guaranteed and may […]
Aviva and Defaqto have launched a guide for advisers looking to secure a better deal for employer clients and take a more active role in the workplace in the wake of auto-enrolment. With all UK businesses now enrolled, Aviva and Defaqto note that many are reassessing whether their schemes are giving them the best value […]
Helen O’Hagan, Technical Manager at Prudential looks at the concept of trusts, starting with Gift trusts and why they can be confusing and complex for many advisers. W – why use a gift trust?H – how to set up a gift trustA – access for the settlor and beneficiariesT – taxation of the trust WHY […]
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- How much are advisers charging for pension transfers?
- Who were the winners at the Money Marketing Awards?
News and expert analysis straight to your inboxSign up