Prudential has signed a deal to help Tenet IFA network and Burns-Anderson design their multi-tie propositions. Tenet has over 3,500 advisers and has picked Pru because of its experience in developing multi-tie distribution platforms.
Threadneedle communications director Richard Eats is rejoining Cofunds on a part-time consultancy basis from this week to help the fund supermarket develop its strategy around the Legal & General tie-up.
Schroders business development director (UK finan-cial institutions group) Robert Noach advocates regular-contribution saving and asset allocation to ensure a smooth ride and believes this year could see a marked shift in the fortunes of the savings market.
Clare Moffat, Technical Manager, looks at the benefits of pensions from an IHT perspective. 100% access and 100% discount – what type of wrapper could this be? A pension! Post flexibility there is 100% access (for those over 55) and normally pensions are inheritance tax (IHT) free. With flexibility the options available on death mean […]
Invesco Perpetual leads the latest edition of the infamous Spot the Dog report, which identifies underperforming equity funds, as the number of dogs hits a record high. In its bi-annual Spot the Dog report, Bestinvest names and shames funds that have underperformed their benchmarks for three consecutive years and by more than five per cent over […]
Most firms regulated by the FCA are satisfied with its performance and believe it is an efficient regulator, the watchdog has said. The survey conducted by the FCA and its Practitioner Panel – one of its advisory bodies – sought feedback on the regulator’s performance from the firms it oversees. The results showed that both satisfaction and […]
Investing at this stage of the market cycle is a tough balancing act. While over-exposure to risky assets leaves a portfolio vulnerable when a correction really bites, taking too much risk off the table too soon can mean missing out on the remaining opportunities which may still present themselves over the coming months. With so […]