View more on these topics

Old Mutual fund moves sector

The Old Mutual Hallmark Growth Portfolio fund, previously known as the OM Gerrard Hallmark Growth Portfolio fund, is moving from the balanced managed to active managed sector to allow more investment in equities. The balanced managed sector only allows a maximum of 85 per cent equity exposure. The Gerrard Hallmark Growth and Gerrard Hallmark Income Portfolio funds are now taking on the Old Mutual brand.

Recommended

Pru chief Wood defends &#39important&#39 WP

Prudential chief executive Mark Wood has defended the role of with-profits products, saying they are too important for the country to be killed off.Speaking at Prudential&#39s with-profits roadshow in London last week, Wood said the combination of CP121 and the Sandler review presented challenges for product providers and IFAs alike but he said the Pru […]

Catmark by IFAs could help consumer understanding

Royal London and its marketing division Scottish Life is taking a stance against the FSA&#39s view that only IFAs operating under a defined-payment system can be classed as independent.The group&#39s response to CP121, Reforming Polarisation, says it is market choice, best value and product suitability that characterise independence, not the method of payment.Rather than benefiting […]

FSA handbook jargon gets IFAs&#39 &#39pain English&#39 award

IFAs are baffled by the FSA handbook&#39s “American style” terminology to describe regulatory terms.IFAs say they find it difficult to understand FSA jargon in its website and handbook. They say terms such as real time financial promotion, unsolicited real time financial promotion and specific non-real time financial promotion, all relating to a client visit, add […]

FSA warning as FSAVC deadline nears

The FSA is warning IFAs not to stall on the FSAVC review as the May 10 deadline for progress reports draws near, saying that many small firms still have a lot of work to do.Writing in this week&#39s Money Marketing, the FSA spells out where IFAs are lagging behind and urges them to pull out […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    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

    Email: customerservices@moneymarketing.com