Money Marketing Live takes place on May 5 at Olympia in West London with regulation and multi-distribution in the depolarised world set to dominate the conference agenda. Speakers from across the industry will discuss where tied, multi-tied and independent advice will settle in the market., Speakers will include Clive Briault, managing director (retail markets) of the FSA and Trevor Matthews, chief executive (life and pensions) of Standard Life, who will discuss the future of products, distribution and advice. To find out more go to the website www.moneymarketinglive.co.uk or call Kim Harris on 020 7943 8048.
The board of the 354.6m Securities Trust of Scotland has written to shareholders in inch-high letters urging them not to accept the hostile takeover bid from the 387.4m Perpetual income and growth investment trust.
Financial services firms tend to design products benchmarked against what their competitors are doing rather than meeting the needs of their customers, according to an interim FSA report into treating customers fairly.
Bank of Ireland is looking at the sale of the non-mortgage elements of Bristol & West with plans to shed B&W’s 97 UK branches.
A leading investment analyst thinks investors should switch out of the F&C Pacific trust following its takeover by Witan.
By Fiona Tait, Pensions Specialist Ros Altmann reportedly hoped for more product innovation following pension freedom¹ and, according to one poll, 66 per cent of advisers also believe that providers should be doing more². This article considers whether there is a real client need for new products, or whether we should be focusing our attention on efficient delivery […]
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]
The recent enquiry by the work and pensions select committee has reignited the debate about the future of collective defined contribution schemes. Whether these sort of schemes can be incorporated into the current UK pensions landscape is a moot point. Let’s consider some of the arguments for and against CDC. First of all, it is […]
Retirement interest-only mortgages are set to become more popular following the FCA removing hurdles to selling them. The regulator sees RIO mortgages as a possible aid to the waves of maturing interest-only loans with no repayment strategy. However, the FCA also wants RIO mortgages to be sold more widely, for example as an additional option […]