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Transfer values stay at historic highs into 2018

Typical transfer values for defined benefit scheme members remained high during 2017, ending the year at £236,000, according to Xafinity’s latest data. This was little changed from the end of 2016 when the figure was £234,000 the Xafinity Transfer Value Index shows. However there was some volatility over the year as the difference between the […]

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SEI Wealth Platform sees £9bn boost to AUM

SEI Wealth Platform has seen assets under management grow by £9.3bn over the past year, but is targeting further growth in the year ahead. The platform, which provides outsourced investment services for private banks and wealth managers, says total assets under management have grown by 33 per cent, thanks to a combination of increased net […]

FCA signposts pension transfer resources in adviser letter

The FCA has written to firms reminding them of its requirements related to pension transfers and reiterating its concern about applying a “commoditised approach” to this work. The letter, dated 16 January but published on the FCA’s website today, was sent to all firms that have permissions to advise on pension transfers and opt-outs. The […]

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Mortgage adviser launches robo service

JLM Mortgage Services has launched the first stage of its new ‘robo advice’ service. The mortgage and protection network claims it is the first network to launch such a tool to its members. The Virtual Adviser will allow member brokers to offer an online service to residential and buy-to-let customers. This service will offer an […]

India: too big to ignore?

By Kunal Desai, head of Indian Equities, Neptune  India is officially the world’s fastest-growing major economy and remains firmly on track to become the third-largest economy by 2030, overtaking Japan and Germany. As an accelerating labour force combines with increasing labour productivity, is India getting too big to ignore? Click here for full article   […]

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