Hartford Life has signed up six external asset managers to run funds for inclusion in its Hartford Gold unit-linked investment bond offering. Hartford worked with Old Broad Street Research to pick the managers and has signed up Barclays Global Investors, Fidelity, Invesco Perpetual, Investec, New Star and Schroders. The bond will be sold through IFAs and launches later this year.
A Leicester adviser is complaining to Standard Life that its with-profits communications to customers are confusing and put crucial information on severe penalties in cryptic language.
The Parliamentary Ombudsman has written to members of occupational pension schemes in wind-up pledging to finish the investigation into whether the Government contributed to the downfall by July.
AXA has announces its Protection Account is now available through new distribution partners Burns Anderson and Threesixty services. In addition, it will be available through member firms of Berkeley Berry Birch by the end of March. Axa’s Protection Account is already available from Bankhall, Britannia Building Society, LifeSearch, Millfield, Sesame and Tenet, as well as […]
Octopus Asset Management
Phoenix VCT – C Shares
The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]
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The Financial Ombudsman Service has appointed Money and Mental Health Policy Institute vice chair Richard Lloyd to lead an independent review into its complaints handling process. The former Which? executive director has been charged with producing a report into FOS’ practices after a Channel 4 documentary earlier this year suggested a number of failures at […]
Aberdeen Standard Investments has voted against multi-million pound payouts for senior executives at housebuilder Persimmon. Persimmon held its annual general meeting today. There was a huge outcry at the end last year when it emerged the chief executive, chief financial officer and managing director of Persimmon were in line for huge pay packets as a […]
Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]