View more on these topics

Offshore move by Winterthur

Winterthur is venturing into the offshore market with an investment bond and discounted gift scheme.

It says pre-Budget report proposals created uncertainty but it believes offshore products are becoming a core part of financial planning. Operating from Axa Isle of Man, the new Winterthur International business is offering a unit-linked single-premium investment bond for life or capital redemption with a range of trusts. It is also introducing a discounted gift scheme with a choice of bare or discretionary trusts.

Axa Isle of Man chief executive Kevin Dean says: “Axa has been operating here for 16 years and we have a well established infrastructure and expertise in providing offshore solutions for the UK market.”


A Black and White decision

Black and White Group’s decision to pull out of the regulated mortgage market and put that part of the business into administration has met with surprise in the homeloan industry.

Market volatility is worst I’ve seen, says Hargreaves

Hargreaves Lansdown chief executive Peter Hargreaves says the current market volatility is the worst he has seen during his 30-year career in the financial industry.He believes there is no doubt this is now a bear market due to a nervousness caused by uncertainty. He says: “The fact is that this volatility in the markets shows […]

The cutting edge

Falling interest rates have increased the appeal of income-producing products while falling stockmarkets have boosted the attractions of downside protection. This combination has led to a re-emergence in the popularity of structured products but overhanging this trend is the spectre of the late 1990s and precipice bonds.

Glimpse of CAR future

I was interested to read Julian Stevens’ letter in the January 24 issue of Money Marketing, essentially relating how he was unprepared to deal with an assertive client seeking to negotiate costs downward. I believe this will become more common as CAR allows clients to engage with the idea of adviser remuneration. While I will […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm