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Part-timers progress on long march to Europe
Part-time workers have a hard life. Many of them are low-paid. Many are women. Many are excluded from occupational pension schemes. But, supported by their unions, they are fighting back. They are also getting help from the European Court of Justice. Last December, the ECJ ruled in favour of a mental health officer on the […]
Mortgage Trust pays renewal on flexible loans
Mortgage Trust is paying out its first renewal commissions to brokers which last year completed over £1m of business on its two flexible mortgage products, the Early Payment Plus and the Current Account Mortgage. Brokers have to be members of Mortgage Trust's Millionaires Club, which supports IFAs which sell mortgages in volume. They will get […]
Micropal Top 10s
Norwich Union's £53.5m Norwich American smaller companies trust is ninth out of 1,495 unit trusts over the last year, with growth of 27.88 per cent. The top 10, for so long dominated by Hong Kong trusts, emerging market funds and trackers, now includes five funds investing in North America. The NU fund, managed by Terry […]
Axa Sun Life rethinks whole product range
Axa Sun Life is revamping its entire product range in its first major drive into the IFA market since the £690m Axa Equity & Law merger with Sun Life. The two companies merged last July. Axa will become the direct arm and Sun Life was relaunched last week as the IFA arm. The new IFA […]
What the summer 2015 Budget really means for you and your employees
The introduction of ground-breaking pension freedoms in April 2015 has created some uncertainty for employees and employers alike, and they are looking for help. With further changed announced in the summer Budget, employees really need help to understand how the changes affect them.
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Matt Timmins: Too few demonstrate competency beyond CPD
The CII’s new reassessment exam has increased focus on how advisers maintain competency, yet just 57 per cent follow a process Each month, our New Model Business Academy surveys its members on hot topics. With the recent introduction of a reassessment exam from the Chartered Insurance Institute and FCA, last month we looked at the […]
SJP hires responsible investing head in ESG drive
St James’s Place has named Emma Hunt as head of responsible investing in a bid to expand its responsible investment offering. In a statement the company says the hire is part of a strategy to engage more of its partners and clients in its responsible investment work and enhance SJP’s stewardship capabilities. The wealth manager […]
FCA issues warning on cloned Vanguard firm
An unauthorised company calling itself Vanguard Investments is trying to scam investors, the FCA has warned. The authorised asset manager Vanguard Investments UK is part of Vanguard group, one of the largest fund managers in the world with around $5.1trn of assets under management. The cloned firm was listing a similar physical address to that […]
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