Morningstar has downgraded the Old Mutual Global Strategic Bond fund from ‘Bronze’ to ‘Neutral’ following the announcement of Stewart Cowley’s upcoming departure. Cowley, who manages the £561m Old Mutual Global Strategic Bond fund, leaves in June and will be replaced on the portfolio by Christine Johnson and John Peta. OMGI chief executive Julian Ide says: “I am grateful to Stewart […]
Almost everything you read around the new rules for retirement income planning talks of the inevitable expansion of a blended approach to investing. This, so the logic goes, is the response to managing the four key conflicting pressures at play for those looking to plan for their retirement: longevity, inflation, lack of flexibility and volatility. […]
Scottish Widows has appointed a managing director of bulk annuities and investment strategy as part of a management shake-up. In October Lloyds Banking Group announced Scottish Widows would enter the bulk annuity market. It has now appointed Jeff Sayers, previously insurance divisional risk officer at Lloyds, to lead the proposition. Sayers joined Lloyds in 2013 […]
Discretionary investment manager Tilney for Intermediaries has appointed Mark Coles as director for financial intermediaries. Coles joins from Cofunds where he was head of business partnerships. Previously, he was head of business partnerships at Architas and investment strategy manager at Axa Wealth. In his new role Coles will report into head of Tilney for Intermediaries […]
Johnson Fleming has received the ISO 22301 accreditation, which demonstrates the company’s ability to effectively understand and prioritise the threats to the business.
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