View more on these topics

Forbes white-labels Standard Sipp

Alexander Forbes Financial Services is offering a white-labelled version of the Standard Life Sipp.

The deal is Standard Life’s first white-labelled Sipp since the company took Sipp administration in house and launched its revamped offering last December.

The three-way deal will see Forbes’ advisers get access to Investment Solu-tions’ fund range within the pension wrapper. Forbes has also set up a ded- icated review team and a Sipp helpline to provide initial and ongoing advice, including a full annual review to rebalance the portfolio.

The Investment Sol-utions platform will enable advisers to access its multi-manager pension funds, along with a range of other equity and alternative in-vestments.

Alexander Forbes’ software tools will support asset allocation selection based on the modelling of client’s attitude to risk. A choice of 10 risk-profiles will be available with a tailored investment strategy for each.

Alexander Forbes marketing director David Marlow says the group is targeting investors, particularly company directors, executives and sen- ior professionals with pension pots of more than 100,000.

He adds: “This Sipp brings together the capabilities of Alexander For-bes, Standard Life and Investment Solutions to give them the tools they need to take advantage of the current and new opportunities.”

Standard Life managing director, sales, Nathan Parnaby says: “Alexander Forbes’ choice of Standard Life as its preferred Sipp provider reflects that, in today’s market, additional features are just as important, especially service.”

Recommended

Blue is the colour for Iimia

Iimia’s multi-manager team thinks small caps could be running out of steam and believes there are opportunities to be exploited among bigger companies.

Nationwide ceo Philip Williamson becomes chairman of BSA

Nationwide chief executive Philip Williamson becomes the newly elected chairman of the Building Societies Association for 2005 to 2006.He replaces John Parker ceo of Stroud and Swindon Building Society, who has held the post for the past year.Williamson joined Nationwide in 1991 to head up commercial lending. In 1994 he was promoted to divisional director […]

Iain Chadwick

The Budget 2015: a brief overview

Following George Osborne’s delivery of his sixth Budget as chancellor and the last of this current parliament, we have provided a brief overview of the initiatives put forward in his statement, focusing on the topics that have an impact upon the pensions landscape, savings, personal taxation and businesses.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com