FSA Solutions has set up an e-learning compliance programme for regulated firms and employees in the GI sector. The system is accredited by the Chartered Insurance Institute and available through the firm’s website or through the Acturis Broker Platform.
The Finance Act 2006 is now with us. The 34 paragraphs in Schedule 20 are organised in six parts dealing with: Trusts for bereaved minors, age 18-25 trusts and accumulation & maintenance trusts. Interests in possession. Related amendments in IHTA 1984. Related amendments in TCGA 1992. Property subject to a reservation. Conditional exemption – relief […]
Despite the decline in equity markets over the second quarter, we believe economic fundamentals and valuations within global markets remain very reasonable.
Positive Solutions is looking to set up a fund platform by the end of March 2007. Positive Solutions advisers use all the major platforms but the firm says it aims to create its own proposition. Executive chairman David Harrison says a truly independent adviser cannot favour a single provider-owned proposition but does need access to […]
The Bank of England’s decision to raise interest rates by a quarter of a point to 4.75 per cent caught the markets by surprise. The monetary policy committee says last week’s move is in response to its expectation that inflation will remain above the 2 per cent target for at least the short term. This […]
Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]
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Eight exchange-traded funds that prioritise environmental and social targets entered the market in May alone, according to the London Stock Exchange, driving record levels of flows into ESG strategies. LSE says 2018 has been a record year for passive funds prioritising socially and sustainable companies. A total of 31 ESG ETFs holding £3.97bn in assets […]
Retirement product provider Just Group has launched a digital platform that will offer transfer value analysis services. Just Group is starting the wholly-owned HUB Pension Solutions to provide support services for trustees and scheme sponsors. The launch of the new services comes two months after the FCA’s policy statement on defined benefit transfers in March. […]
A law firm is set to issue more than 30 cases against Liberty Sipp in what it believes is the largest number of claims issued against the provider to date. Anthony Philip James & Co alleges the Sipp provider is responsible for the misselling of Sipps between 2011 and 2013. It says it has up […]