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Lombard AI launches phased investment product

Lombard International Assurance is launching a phased investment programme. product designed to help IFAs overcome clients&#39 reluctance to invest lump sums in current volatile market conditions.

Lombard says its new product builds in a drip-feeding&#39 process of an investor&#39s capital into the market, as opposed to investing a lump sum all at once.

Lombard International Assurance head of UK sales Stephen Atkinson says: “Our phased investment programme provides the ideal solution to investing in the current volatile market for the longer term. Investors are able to invest and make constructive use of their capital with less exposure to risk than with a single lump sum investment.”


Government looks at annuity trees and transfers

The Government is considering introducing decision trees for annuity purchase and allowing policyholders to transfer their annuity between providers after income has been drawn.The revelation on trees for annuities is likely to concern IFAs and will fuel fears of annuity misbuying.The proposals for decision trees and transferability are just part of a package of reforms […]

L&G sees growth in IFA online business

Legal & General says rolling out its online business completion service to include mortgage decreasing term assurance has shown that IFAs will trade online.L&G started offering mortgage decreasing term assurance online four weeks ago and says that 25 per cent of all new business applications for the product are completed online.L&G IFA e-commerce account director […]

New pathway for VCT market

The Pathway One venture capital trust (VCT) is arriving on the scene with the UK smaller company sector in its sights. Sponsored by corporate advisers Beaumont Cornish, the VCT will be aiming for growth by investing in a wide portfolio of smaller companies. These will be companies that have grown beyond their initial start-up stage, […]

Arrogant actuaries have lost the way for with-profits

Terence O&#39Halloran is certainly keen on his insurance (Money Marketing, October 25). He has lambasted Roger Harris and has allowed his heart to rule his head.With-profits endowments for savings are inappropriate in the majority of circumstances. They are tax-inefficient, inflexible and very expensive.Individuals have far more flexible and cost-effective arrangements available – as well as […]

Artemis Global Income: Making sense of global markets

The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]


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