Lighthouse group has launched a new mortgage packaging service in conjunction with the Mortgage Times group and support desk.
Equitable policyholders must work together to get more media coverage.
The majority of companies of all sizes are worried the Government’s personal accounts plans will damage existing provision and many fear it will create pensions apartheid, according to ACA research.An Association of Consulting Actuaries survey found sixty eight per cent of employers fear the introduction of personal accounts will lead to a levelling-down in employer […]
SSAS provider Rowanmoor will retain in-specie contributions for its SSAS and family pension trust for property where a recent independent valuation has been obtained.
Standard Life has reached a compromise with its staff after an angry reaction to plans to cut their pension benefits.Consultation ended last week on Standard’s pension scheme for employees and staff entitlements which will not be downgraded as much as had been feared.The firm had proposed the reforms following its demutualisation last July in a […]
Fees under pressure. Regulatory moves against closet indexers. Rapid advances in financial technology. Shifting sentiment among investors. Such mounting challenges have led to widespread speculation about active management’s shrinking future. But a closer look inside intelligent portfolio construction today tells a story of expanding roles, added value, and innovative risk-adjusted, lower-cost solutions. Four investment experts […]
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Phoenix is set to shed roles in a redundancy round following its decision to buy parts of Axa’s business last year. The closed-book provider snapped up Axa Wealth businesses Embassy, its off-platform investment and pension division and Sun Life, its direct protection business, in a deal signed last May, before also buying rival closed-book operation […]
Hargreaves Lansdown has removed Paul Chesson’s Invesco Perpetual Japan fund from the Wealth 150 list of recommended funds due to its volatile performance. Chesson, head of Japanese equities, has run the £318m fund since 2000 and takes a high conviction, contrarian approach to investing. Investment analyst Dominic Rowles says that while this has led to […]
Firms will not necessarily have to advise on every relevant investment product but it will be difficult to discount structured deposits