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Raymond James Investment Services launches online Sipp

Private client manager Raymond James Investment Services is launching an online Sipp administration service for IFAs and stockbrokers. Parent Raymond James runs £54bn of assets in wrap accounts in the US. The RJIS desktop tool offers manager of manager programmes, bespoke analysis and trading of third party funds and asset allocation.

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Options on endowments

It would appear that mortgage endowment policyholders have several options open to them to address any projected potential shortfall in their plan&#39s targeted maturity value:•Increase their endowment&#39s premium.•Convert all or part of their loan to a capital and interest basis.•Make separate alternative provision for any anticipated shortfall.•Do nothing.•Complain, alleging that they were missold the endowment […]

Bates calls on investors and IFAs to ignore risk ratings

Bates Investment Services is urging investors and IFAs to eschew the risk ratings that investment houses attach to funds as it says they fail to provide an accurate assessment of likely volatility.Bates says investors and advisers have for too long bought and recommended funds according to fund manager risk measurements which are often based solely […]

FSA looks to cut back own pension benefits

The FSA has outlined its approach to the regulation of general insurance which will become its responsibility in October 2004. The FSA says the new regime will require firms to recommend products adequate to customers&#39 needs, clear product disclosure, fair claims handling procedures, a training and competence regime for sales staff and clear complaints procedures.

Davies to quit

FSA chairman and chief executive Howard Davies is to quit after five years in the duo role.Davies will leave the regulator in September 2003 to take up the position of director at the London School of Economics on October 1.Davies 51, was previously deputy governor of the Bank of England and had been tipped as […]

How do you choose the best online service?

By Ross Jackson, senior marketing manager There are many different protection online services available in the market and no doubt you’ll have used a few when submitting protection business. But why should you have to put up with slow, unresponsive sites for your business when you’re used to dealing with slick, modern user experiences in your […]

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