Retirement Plus is testing a joint-venture equity- release service with Stroud & Berkeley Group, Gloucestershire Primary Care Trust and AWD Chase de Vere Wealth Management. It will offer free, independent equity release advice.
Winterthur saw a 22 per cent rise in individual pension new business last year from £1.6bn to £1.9bn.The company says the increase this is predominantly due to the success of its single- premium proposition.Assets under management rose from £10.4bn in quarter four 2006 to £11.4bn at the end of December 2007.Single-premium personal pensions business increased […]
What did the rest of the year have in prospect, mused the chairman of the curiously named Betelgeuse Investment Funds? Private investors had remained cautious after the bumpy end to 2007 and were still dumping equity funds. Property remained in the doldrums and even that recent saviour of fund sales teams – commodity-based products – had had wobbles recently.
The EEA life settlements fund has risen for 26 consecutive months. It is a low-risk uncorrelated investment solution which aims to return 8 per cent each year.
Sesame has introduced a new packager panel and says it will guarantee advisers’ commission in the event of a packager failure.The review assessed mortgage packagers on a range of criteria, including financial due diligence and analysis of packagers’ compliance processes and procedures.Sesame’s new packager panel will comprise of All Types of Mortgages, Enterprise Broker Services, […]
There are several arguments that one could currently make for why credit markets look unattractive. These include signals that the US economy is in late cycle, the fact that corporate leverage has been increasing (with 2016 setting a record for the amount of global bond issuance), and that US high-yield default rates have risen considerably […]
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Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]
The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]
AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]