Just Retirement has issued a number of guidelines on unsecured pensions and annuities for advisers to use when consulting with clients on retirement income options.
The FSA has ordered Abbey Life to change an unfair term in its open market option application forms.
The Scottish bankers who have begun a campaign to derail the Lloyds TSB bid and take over HBOS have launched their own website.
The Investment Management Association has told MPs that its members are not prepared to invest in bank reconstructions as they believe institutions have yet to fully write down their exposures to toxic assets.
In this short video, Peter Rutter, head of global equities at Royal London Asset Management, explains how he uses the company life cycle framework as part of his investment approach. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]