Liverpool Victoria has set up a team to contact applicants direct if details are needed on medical conditions before going on risk.
There has been a lot of change at Martin Currie in the last year. The firm’s teams have been reorganised and the company has either invested in new people or has brought internal talent to the fore. I can finally say that it has a genuine retail proposition on offer and their newest fund, the […]
Aseries of Tory gains in the polls indicates that the public are being won over by David Cameron’s relentless charm offensive and are starting to see the Conservatives as potential Government material.
CBK is calling for protection providers to offer advisers a choice of commission structure to reduce churning and improve the sustainability of their business. Principal Peter Chadborn says advisers should have a choice as they do with investment and pension products and says this would create more value in IFA businesses. At present, advisers can […]
Consumer body Which? has warned of the danger of buying property abroad.In a move likely to alert mortgage brokers, for whom the overseas market is becoming increasingly important, Which? says estate agents, lawyers and property management companies all have a vested interest in customers buying abroad regardless of whether the property is appropriate or affordable.Buying […]
In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
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The Government should consider allowing people to lower their contribution rates to 8 per cent under auto-enrolment to prevent a potential spike in opt-out rates over the next few years, AJ Bell says. Contribution rates are due to rise to 5 per cent in April this year and 8 per cent in April 2019 with […]
French asset manager Carmignac has called for more clarification on the new research costs rules under Mifid II as it claims rival firms have wrongly stated what the directive means for their business. Speaking to Money Marketing after an event in Paris, Carmignac managing director Didier Saint-Georges referred to asset managers as “cheeky” in their […]
Five overlooked government credits and allowances advisers should look out for