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ISIS boosts info for IFAs

ISIS Asset Management says it is going against the multi-manager trend disclose less information on holdings to prevent copycat investors.
ISIS is boosting the amount of information it sends out to IFAs on its own multi-manager funds in a bid to act in a transparent way and keep advisers fully informed.

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Winterthur sets out checklist for A-Day advice

Winterthur Life has put together its top tips for advisers to help prepare for A-Day. It recommends advisers to make a checklist and start reviews with clients now and spread their advice over the 12-18 month period. It also urges advisers to look at tax-free cash planning and see if clients are in a position […]

Clerical International cuts with-profits fund link in wake of changing patterns

Clerical Medical International is closing with-profits as a fund link to its global investor bond product, saying it no longer makes economic sense to offer it. It says that with-profits business through the bond fell from 85 per cent of its new business sales two years ago to just 2 per cent this year. The […]

Amex links up with Group 300 network

American Express Financial Services Europe is entering into a strategic partnership with IFA network Group 300 in the second major deal AEFS has struck in a month. The firms have signed a letter of intent on an agreement that will see Group 300 integrate its business with AEFS&#39s wrap account, which launched in March with […]

Canada Life Annuities Roadshow

Canada Life is embarking on a roadshow, focussing on annuities., in partnership with Fidelity Investments. The Canada Life Retirement Income Roadshow will address issues on its annuity growth account. The speakers will include Fidelity Life&#39s Peter Duke and several Canada Life retirement income specialists. The IFA roadshows will take place around London and greater London […]

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