Tenet's M&E and Interdependence networks have launched a campaign to help their members use multi-managers with support from Scottish Widows, Skandia Investment Management and Abbey. The three providers are working with the networks to share their expertise and resources and help members inform their clients.
Mortgage clubs are furious after Mortgage Brain sent a letter to its users promoting Mortgage 2000's mortgage club. The letter, which is headed with Mortgage Brain's logo and signed by head of marketing Claire Kennedy, was sent out at the beginning of November. It invites users to sign up for an exclusive mortgage club, 1st:Source, […]
Isis Equity Partners is planning a series of share offers for the Baronsmead 4 VCT to increase its size to £30m over the next nine months. The first of these offers aims to raise up to £2m for the 2003/04 tax year and will offer investors extra shares of 0.5 per cent of the amount […]
Winter is here, leaving me once again questioning the wisdom of cycling to work. It may only be five miles into the office but when I started using the bike it was summertime. Now that seems an age ago. We crack on with features on the forthcoming base rate rise and insuring against the cold […]
Payouts on with-profits have fallen in recent years and this is a trend that is expected to continue. This article explains why this is the case and that it affects all types of investment, and not just with-profits. Returns relate to the period of investmentIt is important to realise that, where long-term savings are concerned, […]
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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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]