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 […]
Work and pensions select committee member and Labour MP Ruth George has called for the parliamentary pension scheme to divest from fossil fuels. The MP for High Peak put her name to the Divest Parliament pledge which is a cross-party campaign to clean up the investments in politicians’ pension schemes. MPs are automatically enrolled in […]
It was announced in last year’s Autumn Budget that, from April 2019, tax will be charged on gains made by non-UK residents on the disposal of all types of UK immovable property. At the time of the announcement, HM Revenue & Customs also produced a technical note setting out the scope of the new charge […]
O&M Pension Solutions has changed its systems ahead of an October deadline to help advisers meet new regulations around transfer value analysis reports. From 1 October, the FCA’s new rules mean transfer value analysis reports will be replaced by a combination of a “transfer value comparator” and an “appropriate pension transfer analysis” The transfer value comparator is […]