Jardine Lloyd Thompson is setting up a new division to offer independent
advice to senior managers of companies it already advises and other high net
worth investors.
Jardine Lloyd Thompson Private Clients will see the company seek to boost
its traditional pensions, insurance and healthcare offerings.
JLT Benefit Solutions managing director Duncan Howorth says: “Finances are a
constant worry for employees, particularly those with large high risk
investments. Therefore providing access for advice to deal with those
concerns, will ultimately bring both business and employee benefits.”
Long and the short of it
Uncertainty over interest rates is causing volatility in the market but future prospects look promising
FSA hosts asset management conference
The FSA is hosting its third annual asset management conference on Thursday 21 September including speeches from a number of senior FSA staff.Chief executive John Tiner will be outlining his vision of the regulator’s Treating Customers Fairly initiative and director retail policy and asset management sector leader Dan Waters will chair the day. Head of […]
‘Non-conform woes will worsen’
The downturn in the non-conforming mortgage market is likely to worsen this year, according to ratings agency Standard & Poor’s. The chief concerns lie in the increasing number of sub-prime borrowers in arrears, along with rising interest rates and weakening macro-economic conditions which are contributing to huge losses. S&P says this is resulting in more […]
Pima says Personal Accounts should link to Isas
Pima has called for Personal Accounts to be linked to Isas to create a more joined up approach to savings.In its response to the Government’s White Paper, Pima says a percentage of monies taken into Personal Accounts should be allowed to be filtered into Isas.Pima says the move would put consumer demand and consumer’s real […]
White paper — Qatar International Insights
Jelf Employee Benefits highlights new legislation, key requirements and policy considerations when structuring international private medical insurance (IPMI) for expatriate employees in Qatar. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Qatar.
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Tilney adds adviser to London planning team
Adviser Duncan Budd is closing his firm DB Financial to join Tilney’s London office. Budd will work alongside an investment manager in an approach that sees both parties provide a full wealth management service to clients. Tilney confirmed to Money Marketing that Budd’s firm DB Financial will cease operation. DB Financial was established in 2007. The firm […]
Andrew Tully: FCA data exposes worrying pension withdrawal rates
Average drawdown withdrawal rates have reached a level unlikely to be sustainable through retirement The FCA recently published new retirement income market data showing how consumers are using the pension freedoms. My initial reaction after reading the document was one of frustration, as the information only gives part of the overall picture. Providing some additional […]
ATS to compensate after Sipp transfer takes more than 90 days
The Pensions Ombudsman has ordered Alliance Trust Savings to pay £500 to a client for the stress it caused during the transfer of her Sipp. In the ruling, Mrs N wanted to move her Sipp operated by ATS to one operated by Equiniti Financial Services due to an increase in fees. In June 2017 Mrs […]
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