Winterthur Life is rolling out the second tranche of its stockmarket pension fund which gives equity-linked growth with security. The fund is linked to the FTSE 100 index for five years and is available to all pension investors. Winterthur believes the fund is particularly suitable for self-invested personal pensions and small self-administered schemes. It guarantees […]
Nearly two-thirds of life offices are worried about the level of demand for their products in the coming year, with a record proportion looking to boost marketing spend. According to a quarterly poll carried out by the CBI and Coopers & Lybrand at the end of last year, 63 per cent of insurers are concerned […]
One of the key issues in the stakeholder pensions debate is the degree of regulation appropriate to the products. Would it be prudent to exclude stakeholder pensions from the present framework of regulation by introducing some form of kitemarking? On the face of it, there are advantages to this. First, providers would not need to […]
On April 17, Standard Life issued a with-profits endowment policy maturity value quotation of £17,200 at 5 per cent a year return and £17,600 at 10 per cent a year return. On October 13, I received maturity papers showing an actual value of £18,984 for the maturity date of November 24. How many policyholders cash […]
Two years since the process of auto-enrolment began, the looming re-enrolment deadline provides the perfect opportunity to assess whether the support you have in place, which may well have been hastily selected at the start, is fit for purpose. Johnson Fleming is holding a webinar on 10 September at 11:00 to discover the key issues and concerns you should consider when thinking about your current support options.
Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]