PI insurers are considering exclusions for insistent DB to DC transfers, Money Marketing understands.
Private equity Many investors still ignore private equity having been burnt during the financial crisis. In the listed space, even the highest quality funds saw their discounts to net asset value explode, often to as much as 80 per cent, on concerns over leverage and unfunded commitments. However, much like public equity markets, the NAVs […]
There are some big changes happening under the surface in the platform market at the moment. With all of the excitement around the pension reforms currently it is easy to forget about the shifts in platform technology that are either in progress or on the horizon. And it is even easier to overlook the impact […]
Following the election, the political landscape has shifted. With a Conservative Government, a resounding victory for the SNP, and Labour forced to rethink its strategy, what will this unexpected turn of events mean for financial services? Money Marketing editor Natalie Holt talks to Cicero director and chief corporate counsel Iain Anderson about how the exit […]
Strong relationships don’t just happen by accident. They take time, commitment and effort. When we spoke to a number of advisers last year, it was no surprise to hear regular reviews were at the heart of their ability to forge deeper connections with their clients. It’s a chance to catch up. A dedicated checkpoint to […]
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