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Lee Robertson: Rise to the challenge

I have been reading the commentary and social media activity around the recent BACK2Y conference with huge interest. I should probably declare some interests here. I went to the first conference last year and would have gone again this year if not for a diary clash. I have known and respected founder Paul Armson for […]

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RLAM launches Enhanced Cash Plus fund

Royal London Asset Management has unveiled an Enhanced Cash Plus fund to complement its £1bn Cash Plus fund. The new fund, which launches today, has a similar investment approach to the existing Cash Plus fund, aiming to preserve capital while providing income and capital growth in excess of money market rates, but with the potential […]

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Record inflows push Axa Elevate to £10bn

Record new money in March has helped push Axa Elevate’s funds under management to £10bn, Axa Wealth’s quarterly results show. The platform saw £534m of new assets in the first quarter of 2015, with funds under management rising 26 per cent year-on-year, from £7.9bn in 2014 to £10bn. An 8 per cent increase in pension […]

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Dennis Hall: Finding a middle ground with clients

I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]

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Engaging millennials: Top five tips

By Jamie Clark, Business Development Manager Our latest research looks to understand the key influences on millennials’ future long-term pension savings. Here are our top five takeaways to consider when developing a strategy for advising them. 1. Every millennial is different. One thing that came through loud and clear in our research was that pigeon-holing […]

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