Scottish Equitable has made its head of international sales Richard Leeson redundant as part of a merger of its on and offshore sales teams. The news comes despite a 32 per cent increase in offshore sales for the first six months of the year.
Misys IFA Services is introducing a new service to help medium-sized firms become bigger regional IFA businesses.The “hub proposition” aims to provide the support that firms with 10-20 RIs need to come together to build a single bigger business.Support on offer will primarily be financial and marketing although more detailed plans are to be announced […]
I drift into consciousness to the strains of Bridge Over Troubled Waters.It is still dark so it must be a weekday – it is, it is Monday.Within minutes, I am rehearsing my speech for the Women's IFA Group Award dinner. I say speech but the four other finalists and I have been asked to speak […]
nvesta has unveiled the safety first plan, a guaranteed equity bond that is linked to the FTSE 100 and S&P 500 indices over a three-year term. The bond provides a choice of annual income at 8 per cent, monthly income at 0.62 per cent a year or growth at 26 per cent at the end […]
Fidelity is bolstering its fund range for the Isa season with a high-risk, global equity fund with a “go anywhere” mandate looking at global sector and stock-specific factors.The global focus fund will seek high returns from investing in stocks in any region or country according to the best ideas of manager Brenda Reed, who will […]
Vincent Chailley, CIO of H2O Asset Management, discusses the key investment factors in 2016, including volatility, the disconnection between central banks and its implications on markets, as well as opportunities that may exist for investors.
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Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]
The recent enquiry by the work and pensions select committee has reignited the debate about the future of collective defined contribution schemes. Whether these sort of schemes can be incorporated into the current UK pensions landscape is a moot point. Let’s consider some of the arguments for and against CDC. First of all, it is […]
Retirement interest-only mortgages are set to become more popular following the FCA removing hurdles to selling them. The regulator sees RIO mortgages as a possible aid to the waves of maturing interest-only loans with no repayment strategy. However, the FCA also wants RIO mortgages to be sold more widely, for example as an additional option […]