M&G is converting the last of its unit trusts to Oeics from June 24. The funds are the global managed fund, the managed fund and the managed growth fund. Customers voted overwhelmingly in favour of converting the funds to Oeics and M&G began the process of converting 39 funds last November.
The nine Raising Standards-accredited companies share of new business has risen 39 per cent compared to 33 per cent last year. According to the figures extracted from the ABI new business figures for Q1 2002, that figure rises to 41 per cent for the eight companies that distribute through IFAs. The ABI says that CIS, […]
1. Undertake a thorough audit of strategy and business processes with the support of an external consultancy 2. Question why things are done the way they are 3. Identify synergies 4. Identify inefficiencies 5. Remember that customers are the driving force behind the organisation 6. Set clear, achievable objectives 7. Implement change one step at […]
Amid World Cup fever, the flow of Colemanballs from Motty and co has truly gathered pace. But even David Coleman himself could not match the race to coin new phrases to describe those individuals who are said to be excluded from making financial provision by the cost of the product and/or the cost of advice.Financially […]
IFAs could boost their turnover by filling in gaps left by accountants, according to research by small business advice portal Clearlybusiness.The research shows that three-quarters of small businesses use accountants and, of those, 88 per cent use them for their annual accounts and 72 per cent for help with income and corporation tax returns.But only […]
Steve Webb – Director of Policy and External Communications As the Autumn Statement approaches, Steve Webb calls for the Government to stop tinkering with tax relief. Twice a year, in the run-up to the Spring Budget and the Autumn Statement, we face a torrent of speculation as to what changes the Chancellor might make to […]
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Nearly half of Money Marketing readers think that advisers should have discretionary permissions, our latest poll shows. In a survey of 120 readers on the Money Marketing website, 43 per cent said advisers should have discretionary permissions. 40 per cent said they should not, and 17 per cent remained undecided. Many discretionary managers have reported […]