The IMA has published six fund processing principles including encouraging electronic messaging for communication between fund managers and client-side financial institutions.
Butterfield Private Bank is urging professional advisers to prepare for A-Day and has published a guide to help them prepare for the changes in April.The bank is asking advisers to review their clients needs to make the most of the new enhanced elements of pensions and consider the benefits of working together with independent Trustees […]
Advocate of fee-based advice joins German giant to build UK wealth management business
Regulator must play a greater role if it is to reduce the scope for misselling
Equities bounce back but tied agents continue to sell corporate bond funds
Jelf Employee Benefits has released a guide to help employers communicate the recent raft of pension legislation to staff. ‘Your Guide to Pension Freedom’ will help employers meet their duty of care in explaining the changes to employees and in turn will help employees take more control over their pensions and retirement decisions.
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Eight exchange-traded funds that prioritise environmental and social targets entered the market in May alone, according to the London Stock Exchange, driving record levels of flows into ESG strategies. LSE says 2018 has been a record year for passive funds prioritising socially and sustainable companies. A total of 31 ESG ETFs holding £3.97bn in assets […]
Retirement product provider Just Group has launched a digital platform that will offer transfer value analysis services. Just Group is starting the wholly-owned HUB Pension Solutions to provide support services for trustees and scheme sponsors. The launch of the new services comes two months after the FCA’s policy statement on defined benefit transfers in March. […]
A law firm is set to issue more than 30 cases against Liberty Sipp in what it believes is the largest number of claims issued against the provider to date. Anthony Philip James & Co alleges the Sipp provider is responsible for the misselling of Sipps between 2011 and 2013. It says it has up […]