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Stephen Gazard SBG MD 700
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Sesame to close financial adviser school

Sesame is to close its Financial Adviser School and is consulting with staff affected by its decision to scrap its investment advice network. In March, Sesame Bankhall Group announced it will no longer operate as a network for investment advisers as part of a fundamental overhaul of the business. In an update to members today, […]

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Octopus to offer VCTs through Transact

Octopus Investments is to allow investors to buy and hold shares in its Venture Capital Trusts through adviser-facing platform Transact for the first time.  The launch of the service follows a change announced in the Finance Bill 2014 which allows investors to buy VCTs directly via a platform. Previously, investors could only transfer their holding to […]

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Record inflows push Axa Elevate to £10bn

Record new money in March has helped push Axa Elevate’s funds under management to £10bn, Axa Wealth’s quarterly results show. The platform saw £534m of new assets in the first quarter of 2015, with funds under management rising 26 per cent year-on-year, from £7.9bn in 2014 to £10bn. An 8 per cent increase in pension […]

DB transfers – one more factor to consider

Jim Grant – Senior Product Insight & Technical Support Analyst We look at how higher DB transfer values could cause a lifetime allowance issue and how that affects the advice process. Advisers are receiving an increasing number of requests from clients looking to transfer their pension from final salary schemes to personal pensions. This is a […]

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