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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Standard Life Aberdeen has sold its insurance arm to Phoenix in a £3bn deal. In the first results since the merger of Standard Life and Aberdeen Asset Management, the firm has said it has decided to exit the insurance market. Phoenix will pay a total of £2.3bn in cash for the business. Standard Life Aberdeen […]
Acquisitions are continuing apace this year but will that trend continue or will the market slow?
Latest statistics show personal pensions, in particular, get a bad rap The recently published preliminary estimates from the Office for National Statistics’ Wealth and Assets Survey make for interesting reading with regards to how people view pension savings and how safe they are. The next round of this survey will be even more interesting in light […]