The FSA has sent Dear CEO letters to firms it expects to be subject to the Capital Requirements Directive. Firms have until September 22 to say if they agree with the regulator’s preliminary analysis of its requirements.
Liverpool Victoria is to be the first provider to offer Red Arc’s care advisory services to both new and existing critical-illness policyholders. Red Arc’s Extra Care services will be available from September 1 to policyholders free of charge on payment of the claim. Red Arc offers counselling services to policyholders, including a personal nurse adviser […]
Royal London invites investors to “enjoy the life of Riley” with its new Riley investment bond. Investors can choose between a FTSE 350 tracker fund and an active FTSE 350 fund managed by Schroders and then protect up to 110 per cent of their initial investment at a specified date in future. The product appears […]
Axa UK has announced it is in advanced acquisition talks with Thinc Destini to pick up 100 per cent of the business.The deal was first revealed by Money Marketing in early July.Axa says this would strengthen its position in the provision of financial advice in the UK marketplace.Thinc Destini currently has around 650 financial advisers […]
Just 36 per cent of the Adviser Fund Index panellists believe that past performance is very important when making their AFI portfolio recommendations. However, the skill of the fund manager is extremely important, according to 79 per cent of panellists. The 14 panellists polled in the first AFI mid-season questionnaire were asked to assess the […]
Arguing that the eurozone crisis is over, watch Rob Burnett, head of European equities at Neptune, discuss the sectors that he’s investing in to harness the recovery.
In the video, Burnett addresses the following:
• The primary drivers of the eurozone’s economic recovery
• The turnaround in individual countries’ current accounts
• Sectors best positioned to harness the recovery, without offering undue exposure to risk
- Top trends
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The FCA should not be under the illusion a ban on contingent charging will necessarily improve the quality of advice, an adviser trade body has said. The Personal Investment Management and Financial Advice Association warns any contingent charging ban could have unforeseen consequences. According to Pimfa removing contingent charging could push consumers to either become […]
Michael Klimes looks at the FCA’s increasingly tough stance on Sipp providers and unregulated investments
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 […]