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PFS launches consumer education website

The Personal Finance Society has launched a consumer education website as part a drive to improve its public profile. Yourmoney provides guidance and tools on issues such as planning for retirement, managing debt and saving and investing. It gives tips on how to avoid investment scams, explains the benefits and costs of regulated advice, and […]

UK equity ETFs ripe to be revisited

The resurgence of the UK has been well documented this year, the UK economy continues to grow and consumer confidence is at a 13-year high. These factors are feeding into the UK stockmarket. Many of the major indices have hit all-time highs, particularly the FTSE 100 which has broken the 7,000 mark. UK equity is […]

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Howard Flight announced as president of new trade body

Conservative peer Lord Howard Flight was today announced as president of the new adviser trade body being launched by Garry Heath. Former IFA Association director general Garry Heath revealed further details of the association, named Libertatem, at a launch event in London today. He aims to raise £1m in the first 15 months of the […]

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Zurich transfers annuity book to Rothesay Life

Zurich UK Life is to transfer its legacy portfolio of £1.2bn of annuities to specialist insurer Rothesay Life for an undisclosed fee. Under part seven transfer rules the transfer, of around 28,000 policies, is subject to a review process by regulators and courts before it can complete. Zurich has not actively promoted annuity sales since […]

Guide

Guide: 10 required letters — what to send, to whom and when?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.

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