Liverpool Victoria has selected Electronic Data Systems to enhance its online application capabilities and provide a tele-underwriting service for its life protection business in a contract extension worth 26m.
University graduates risk cutting their pension funds in half by delaying contributions until they are 30, warns HSBC. Almost half of young people believe they are too young to prioritise their pension, with 48 per cent of 16-24-year-olds ignoring the need for a pension. Research by NOP in February for HSBC questioned 981 adults aged […]
The DWP has launched a website allowing the public to discuss the national pensions debate. The site – www.dwp.gov.uk/debate – contains an interactive section allowing people to send the department their views on key issues.
Proposed changes to the FSA approved person’s regime could lead to more companies being fined as the regulator has less scope to fine individual employees, warns law- yers Freshfields Bruckhaus Deringer. The firm says the rules, which are expected to come into force next April, will merge previously specific systems and management roles within financial […]
Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]
Firms believe the crime consumers are most at risk of is pension liberation fraud, according to the FCA’s first annual financial crime survey published today. The study of over 2,000 UK firms in 2017 gives a collective view of the activity being undertaken by firms to combat financial crime across the industry for the first […]
Increasing regulatory requirements and the quest for greater efficiency are leading more advice firms to bring in outside expertise A combination of regulation, legislation and improvements in technology are encouraging advisers to develop more rigorous and consistent processes. Recent research we undertook found over two-thirds of advice firms now operate a centralised investment proposition, showing […]
I have always been very pleased to count myself as one of the contributing IFAs here at Money Marketing. I find the whole process of writing this column thoroughly enjoyable and more than a little cathartic. However, I also feel quite a weight of responsibility, which sometimes makes writing certain pieces a little difficult. Just like […]