Merchant Investors has launched a new discounted gift trust arrangement, after IHT changes confirmed in the Finance Act.
I get a little exasperated with all the evangelism concerning commission. If those who seek to change things thought about it a little more, they might realise that: If insurance companies are daft enough to pay these huge sums, why not take them? In the case of life cover, no one says you have to […]
Norwich Union has set off a fierce industry debate by offering 20 per cent up-front commission on regular-contribution business into its invest- ment funds.
Lifesearch head of protection strategy Kevin Carr fills a variety of roles for the company. He is the PR division, the company spokesman and he manages the media as well as sales relationships with product providers. He is also, according to some, “a rent a quote” and “overexposed”.
Despite the decline in equity markets over the second quarter, we believe economic fundamentals and valuations within global markets remain very reasonable.
Thomas Smith, manager of the Neptune Latin America Fund Latin American equities have performed strongly so far in 2016, returning 27 per cent in sterling terms. Much of this move has been driven by newsflow from Brazil, with markets reacting positively to the government voting to impeach President Dilma Rousseff and on the hope of […]
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We were proud to publish a good practice guide on social impact investing last month as part of an initiative started by an independent advisory group chaired by Allianz Global Investors vice chair Elizabeth Corley. The group had been set up by the Department of Digital, Culture, Media and Sport to increase choice in this […]
Robos came under fire this week, with an FCA review finding serious failings in terms of suitability and disclosure. Adviser comments soon followed, praising the regulator for finally getting tough on automated advice. Here are a few extracts from the FCA: Some firms did not make clear whether their service was advised, non-advised, discretionary or […]
An internal investigation has found that a Fidelity International director did not bully or harass one of the firm’s employees. Legal action could still continue, however, as both the employee and company contest each other’s claims. Money Marketing reported last month that Fidelity had opened an investigation into a senior manager after an associate director […]