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FundsNetwork adds planning tool

FundsNetwork is adding a planning tool to its platform designed to help IFAs with asset allocation, growth modeling and risk assessment. The portfolio planner allows IFAs to tailor asset allocation strategies to their own investment views and then select a combination of filtering criteria to choose a fund. Features to assist IFAs giving face-to-face advice such as bespoke key features documents and personalised portfolio recommendation reports are also available.


The shock of the old for Pru poets

In its research to devise a whole new kind of financial services advertising, Prudential took just about everybody else&#39s ads and put them all together in one long sequence.The mind boggles – flying pigs landing on fishermen in braces, businessmen singing in toilets as elderly uncle advises nephew Henry to put his money in a […]

Software shows IFAs if bonds will return cash

Software company Azarat is launching an online system next month allowing IFAs to see if their clients&#39 structured products will return reduced capital at maturity.The system will provide IFAs with endowment-style red, amber and green status evaluation reports which show whether a structured product is likely to return capital or whether the index to which […]

Dual carriageway

Abbey National, the last of the five big lenders to face action over dual-rate loans, could be facing payouts of more than £10m to 15,000 borrowers.But it could be worse, Abbey has followed the HSBC and Cheltenham & Gloucester path in opting to pay out only to customers who made complaints while the rate was […]

DBS wins gagging order in legal battle

DBS has issued a gagging order against former DBS network member Evan Owen ahead of a legal battle believed to be over negative comments made about the network to the press this year.The injunction follows a preliminary High Court hearing on September 4 in London in DBS Financial Management.Money Marketing understands that the action against […]

The Downsizing Delusion: Why relying exclusively on your home to fund your retirement may end in tears

By Steve Webb, director of policy The British obsession with homeownership can have dangerous consequences. A recent survey by Barings¹ found that up to three million people of working age were planning to rely wholly on the value of their home to fund their retirement. We are not talking about people investing in buy-to-let or […]


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