Five multi-manager firms are joining forces on a national IFA roadshow. T.Bailey, iimia, Premier, Neptune and The Way Group will be holding five events across the country in September. To register, call 01392 475 904.
Chartwell’s four business activities have been rebranded under the Chartwell banner meaning an end to the Cavendish Grant brand. Cavendish Grant IFA becomes Chartwell Private Client, Chartwell Direct becomes Chartwell theinvestorcentre.com, the fund arm becomes Chartwell Fund Management and the independent mortgage brokers remains as Chartwell Funding.The firm’s multi-asset Oeic is rebranded the Chartwell Oeic.Chartwell […]
Older people in Britain contribute nearly £60bn a year to the economy, according to the HSBC Future of Retirement study.The study indicates that rather than being frail and in need of care, 75 per cent of people in their 60s feel in good or very good health.A total of 3.2 million people over 60 are […]
Equitable Life has completed the sale of its subsidiary University Life Assurance Society to Reliance Mutual.The sale, which was announced on December 20, will benefit Equitable Life’s policyholders according to the life office, by removing the costs associated with University Life. University Life’s policyholders will become a wholly-owned subsidiary of Reliance Mutual which is a […]
Julie Lord is quite wrong, I am afraid (Money Marketing, May 17). Chartered financial planner status for firms will not confuse the public any more than they would be confused by dealing with, for example, a chartered accountant firm.
Written by Mike Riddell29 June 2016 Headlines over the past few days have screamed about record falls in sterling, record low bond yields and massive falls in equity prices. However, if you take a slightly longer view of markets rather than simply the one- or two-day reaction, I think it’s amazing how little markets have […]
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The rise in IHT takings has prompted complaints around the new residence nil rate band’s impact
The Association of Investment Companies will not be hosting the new key information documents on its website saying to do so would be irresponsible. Since 1 January, Priips legislation has meant advisers have to publish a stand-alone, standardised KID to their client including performance scenarios, risks, and the total cost of products. However, trade bodies […]
The Financial Services Compensation Scheme has paid out £5.7m so far to nearly 800 customers of collapsed discretionary fund manager Strand Capital. The payments were made to 796 investors over the past two weeks. The payments related to client cash only. The compensation was paid directly into customers’ self-invested personal pensions. An administrator’s report published in […]