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 […]
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses how the firm takes into account human behaviour when constructing their portfolio, specifically by embedding the idea of volatility targeting in all of their strategies.
Money Marketing recently launched a brand new partner site, the DFM Centre. But what’s it all about, and why should you visit it? Here’s editor Justin Cash with an introduction to a valuable new resource for advisers. Visit the DFM Centre now at https://dfm.moneymarketing.co.uk/
The best buy list model is under scrutiny as the UK’s largest platform struggles with the suspension of one of its most popular funds If it ain’t broke – the old adage goes – don’t fix it. And on the face of it, there’s nothing much wrong with Hargreaves Lansdown as a business. HL has […]
Brewin Dolphin has continued its expansion in the Southeast with a new office in Royal Tunbridge Wells. The office will be managed by current Reigate office head Lee Clark, who will also continue to head up operations in Reigate. The office will be partly staffed by employees relocating from Brewin’s London and Reigate offices with […]