The Government has pledged £4m of funding for the Hip dry run in Bath, Newcastle, Southampton, Northampton, Huddersfield and Cambridge in November
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Icob firms should sell PTA without advice
Direct Life & Pensions sales and marketing director Richard Verdin says Icob advisers should sell pension term assurance without advice rather than with a caveat which says they cannot advise on the suitability of the product. Verdin says he knows of specialist protection advisers that do not sell PTA because they are uncomfortable with the […]
£2bn in pension credits will remain unclaimed this year, says IFAP
£2 billion of pension credits will remain unclaimed this year, with between 34 per cent and 44 per cent of pensioners failing to realise their entitlements, according to research from IFA Promotions.
No regulation required
The buy-to-let market is unlikely to see any significant future innovation because it is mature and has already undergone its metamorphosis. Brokers and lenders agree that the market remains buoyant and is not desperate for any new types of products or major changes. It is also doubtful if many new lenders will enter the sector […]
This week in Investment
HSBC’s announcement that it is to shift its core UK equity business away from Halbis Partners to its multimanager team has raised a few eyebrows in the investment community.
Jacob de Tusch-Lec: On dividends, deflation and life after QE
In his latest Hunter’s Talk, the manager of the Artemis Global Income Fund explains how these extraordinary times are affecting the make-up of his fund. Read full article here
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Beaufort Investments appoints new CIO
Discretionary fund manager Beaufort Investment has promoted internally to fill the position of chief investment officer and has also appointed a new funds research executive. Beaufort Investment is part of the vertically integrated Beaufort Financial group. Head of portfolio construction Shane Balkham has been appointed as CIO and investment analyst Emma Clarke has been named […]
Profile: ‘We could be facing a constitutional crisis in the UK’ says Leodis chief
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Five minutes with…The Lang Cat’s Steve Nelson
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]
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