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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With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]
The FCA has finished implementing the recommendations of the Financial Advice Market Review with the publication today of a policy statement relating to personal recommendations today. The FCA aligned itself with Mifid II last year by mandating that regulated advice must contain a personalised recommendation. In August last year, the FCA published a consultation paper […]
Things are moving fast over at the newly merged Standard Life Aberdeen. The very first results for the combined company hit the wires this morning and, finally, a clear strategic direction is emerging. Overall, there were net outflows. Not a great start, particularly given Scottish Widows’ parent Lloyds’ decision to pull its £109bn mandate earlier […]