The Pensions Advisory Service is due to launch its annuity service to consumers by the end of April in a bid to increase the number of people using the open market option.As part of the Government’s review into the annuity market, it announced a number of measures which included TPAS setting up an internet-based structured […]
An Abbey banking adviser suspected of a massive fraud fled the country following a bank audit before returning to face arrest, a court heard.Susan Robertson, 50, a personal banking adviser with Abbey in Milngavie near Glasgow, admitted a series of embezzlement charges when she appeared before Dumbarton sheriff court.The court heard that in addition to […]
IFA Consortium will be hosting its key adviser forum in Rome this year in September. The collective, made up of Alpha to Omega, Falcon Group, FSAS and pi financial, will hold its event at Parco dei Principi in Rome from the 18 to 19 September, 2008 with 50 key advisers from the consortium will come […]
Matt Shafer, Head of International Distribution, discusses the firm’s philosophy around Durable Portfolio Construction, particularly the importance of putting risk first, thinking about better ways to use traditional asset classes and how to position alternatives in portfolios.
Platforms should brace themselves for a difficult second half of the year as sluggish Isa sales led to a soft second quarter, consultancy Fundscape says. Fundscape’s latest platform market figures show total platform assets – including the advised and direct-to-consumer sectors – grew by £32bn to £604bn in the second quarter of the year. However, […]
Advisers giving defined benefit pension transfer advice can expect to pay nearly double for their professional indemnity insurance premiums at the next renewal than those who do not advise in that area. QPI, which is part of insurance broker PIB Group, says advisers with DB exposure can expect to pay between 2 per cent and 3 […]
Back in April, I wrote a piece explaining why investors shouldn’t give up on bonds just yet. Given the heightened volatility in equity markets this year, I thought it might be a good idea to take a closer look at this asset class, too. The VIX index, which predicts market volatility and is known as […]