Mortgage commentators have welcomed the completion of HBOS’s 500m residential mortgage-backed securitisation recently but many are sceptical on whether it will have any impact on the market.
Bupa paid 80.8 per cent of critical illness claims last year.
Baillie Gifford has had a reshuffle on its European and Asia desks.
Julian Stevens asks why anybody should want a annuity, as if no adviser has ever asked this question before.
Since the introduction of auto-enrolment in 2012, it has been a popular topic in the press. Recent media focus has been geared towards small and micro employers; however attention is set to return to the UK’s largest businesses as they prepare for re-enrolment. Johnson Fleming has produced a useful guide that provides essential information to help you […]
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Sanlam has acquired advice firm Grennan Advisers, which has £60m in assets under management. East Yorkshire-based Grennan was launched five years ago by Stuart Grennan and Helen Chapman and specialises in providing financial advice services to high net worth clients and business executives. Sanlam chief executive John White says: “Grennan Advisers is a high-quality business […]
The market for wealth manager and discretionary fund manager segregated mandates is predicted to more than double to £180bn in the next two years, which will further force transparency on investment fees, according to research from consultancy NextWealth. Currently, wealth manager segregated mandates account for around £86bn in assets, which NextWealth says represents approximately 12 […]
The new regulation requires a culture change in terms of how personal data is perceived and treated. With less than four months to go until the implementation of the General Data Protection Regulation, strategies to comply should be nearing completion. There are differences of opinion on some aspects and, as with all pieces of major […]