Royal Liver chief actuary David Ford is leaving to become senior life actuary at Zurich. Ford, who has been at Royal Liver for 12 years, will continue in his current role until the end of the year.
The majority of sub-prime borrowers would rather approach their bank than go to a mortgage adviser, according to research by Edeus.In a survey of 500 consumers, 58 per cent say they would approach their own bank or building society while only 40 per cent would go to a mortgage adviser or an IFA.When asked why […]
Sesame believes small firms need more guidance about what the FSA requires as scrutiny of their compliance standards increases.The network and support service provider says many of its advisers are getting a growing number of mystery shopping visits.Sesame says the regulator is also increasingly deploying different ways to increase its reach such as sending emails, […]
People who drink their way to obesity face increases of up to 75 per cent in protection premiums, warns Standard Life.Research by OnePoll, conducted on behalf of the insurer, shows the average adult consumes around 155,000 calories each year in alcohol – equivalent to an extra day’s calories each week.Protection marketing manager Mick James says: […]
Defaqto has enhanced its Aequos database products and made them completely accessible online.The financial research firm has added equity release and its QuantRater product to Aequos Engage. There have also been technical advances such as the ability to save session work and to integrate databases with most main back-office systems and web-based quotation portals.Customers who […]
The introduction of ground-breaking pension freedoms in April 2015 has created some uncertainty for employees and employers alike, and they are looking for help. With further changed announced in the summer Budget, employees really need help to understand how the changes affect them.
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OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]
Recently regulatory changes have led to a much greater focus being placed on everything the end client pays. For asset managers, there has been a greater focus on a fund’s AMC and ongoing charges figure. This has helped passive funds gain significant inflows over the last couple of years and generally they are much cheaper […]
Making sure you have the appropriate records to support the conclusion in a short time frame is vital