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Tisa shelves DB transfer guidance service

Tisa has dropped plans to introduce a defined benefit transfer guidance service, Money Marketing can reveal. Last summer Money Marketing reported Tisa was planning to trial guidance sessions for DB pension scheme holders who wanted to transfer out but fell below the £30,000 threshold for compulsory advice. Money Marketing understands these plans were shelved after issues around advice to […]

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Ex-Partnership chief exec Groves takes new role at equity release provider

Former Partnership chief executive Steve Groves has found a new role as chairman of equity release specialists Key Retirement. Groves remains chairman at another equity release provider, Retirement Bridge Group, after leaving Partnership Group in the wake of its merger with Just Retirement in 2015. Retirement Bridge Group’s private equity backers then sold their stake […]

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European equities 2018: Bond market volatility & the market implications

Rob Burnett, Head of European Equities, Neptune, discusses why he expects to see bond market volatility in 2018 and what the implications are for equities – particularly value strategies and European banks, where M&A opportunities are set to rise. Watch video here Important Information: Investment risks   This Fund may have a high volatility rating and past performance […]

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