Direct marketing is outsourced to third party companies by 47 per cent of banks, according to research from data management specialists CDMS. The research looked at senior marketers in the top 1000 firms.
A de-linked mortgage payment protection insurance product has been launched by MPPI specialist Genworth Financial and broker John Charcol.The pair claim the product is 37 per cent cheaper than the market average, while pay-outs are also backdated to the first day of the claim following a waiting period of 30 days unlike the majority of […]
Scottish Equitable director of pension development Stewart Ritchie looks set to become president of the Faculty of Actuaries this year. With current president Harvie Brown coming to the end of his two-year term this year, the election is expected to take place at an ordinary general meeting at the end of June. Ritchie is vice-president […]
The OFT should ask why there is no profit in doing the right thing for clients
Credit Suisse Asset Management believes the recent restructure of its multi-manager ethical fund will enable it to benefit from the trend towards companies reinvesting for growth rather than paying dividends.
James Dowey, Chief economist & CIO In these very early stages following the “Leave” win any prognosis is by its nature highly tentative. It will be weeks before we are able to measure the acute impact of the result on the UK economy, and there are clearly no close historical parallels on which to base […]
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FCA chief executive Andrew Bailey is calling for regulators to back a proposed implementation period after Brexit to avoid an economic “cliff edge”. Speaking at The International Financial Services Forum today, Bailey continued pushing for cooperation between the British and European regulators, this time pointing to preserving financial stability. He says: “Brexit has global implications, […]
Prudential must compensate a customer whose transfer value was significantly reduced after a meeting with an in-house adviser. According to a Financial Ombudsman Service decision, the customer, called Mr L, was told on 2 March 2017 that the transfer value for his pension policy was £141,981. He met with a Prudential adviser, who recommended he […]
Choosing the right system is one of the most important decisions an advice firm will make. Here is a review of the best out there. Last month I looked at the four foundations of a solid adviser technology strategy. The first of these was the practice management system. Studies have found that between 20 and […]