Money Marketing is teaming up with the Financial Technology Research Centre to launch the E-Commerce Excellence Ratings. The Ratings will provide a recognised benchmark both advisers and their clients can trust and will highlight those providers who are truly delivering solutions closely aligned to user needs. The first E-Commerce Excellence ratings will be awarded for Group Pensions E-Commerce services and will be covered in a special supplement with 10 March Money Marketing. Throughout 2005 other sectors to be covered will include, among others, Individual Protection, Individual Pensions and Mortgages.
I am writing in response to the article headlined, Solutions to the shortfall (Money Marketing, February 10).
Skipton Building Society
Three Year Fixed Rate
The mundic property market is at last to have access to a range of general insurance from a Cornwall broker specialising in the area.
Schroders has announced that over two-thirds of IFAs will be recommending UK equities, corporate bonds and commercial properties to their clients in 2005. The survey claims that over the next 6-12 months, 88 per cent of IFAs will recommend UK equities, 78 per cent will recommend corporate bonds, 70 per cent commercial property and 36 […]
James Foster, manager of the Artemis Monthly Distribution Fund, discusses the delicate balance between too much yield (and attendant risk) and too little. Click here
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Phoenix is set to shed roles in a redundancy round following its decision to buy parts of Axa’s business last year. The closed-book provider snapped up Axa Wealth businesses Embassy, its off-platform investment and pension division and Sun Life, its direct protection business, in a deal signed last May, before also buying rival closed-book operation […]
Hargreaves Lansdown has removed Paul Chesson’s Invesco Perpetual Japan fund from the Wealth 150 list of recommended funds due to its volatile performance. Chesson, head of Japanese equities, has run the £318m fund since 2000 and takes a high conviction, contrarian approach to investing. Investment analyst Dominic Rowles says that while this has led to […]
Firms will not necessarily have to advise on every relevant investment product but it will be difficult to discount structured deposits