Money Marketing stated last week that Norwich Union provides back-office support to the Nucleus wrap. We are happy to clarify that Nucleus’ back-office support is provided by Scottish Friendly, the firm that Norwich Union has agreed to outsource its wrap proposition to.
Franklin Templeton Investments has added Sterling-priced distributor status share classes to its Franklin Mena fund.
LV= Asset Management has launched four new Oeic sub-funds through LighthouseCapital.
Positive Solutions chief executive Jim Reeve says potential flotation costs for his firm were behind the PosSol/Origen combined £2m losses for the first six months of this year.
What does a well-diversifed portfolio look like? What were the quarterly trends in model portfolios in Q4 2015? The Portfolio Barometer highlights trends uncovered by analysis of 210 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months from October to December 2015. The model portfolios under review were […]
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Martin Lewis wins claim against PPI chaser that used his image
- Scottish Widows mulls Standard Life corporate pensions book takeover
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]