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Scottish Widows takes on Zurich assets in workplace deal

Scottish Widows has finished the first phase of its acquisition of Zurich’s workplace pensions business by transferring its workplace investment products. The transfer of the remaining assets will follow after regulatory and legal approvals. The products that have been transferred have been rebranded as Scottish Widows and around 200 Zurich employees have also moved as […]

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Top tips for Mifid II cost disclosure

New requirements on costs and charges disclosure are giving advisers a headache. It is no wonder some advisers have re-named the aggregated information on costs and charges they must present to clients under Mifid II “aggravated” information.It is a headache on many levels, not least a lack of understanding, a lack of information, a lack […]

The pain of replatforming: Inside Aviva’s tumultuous tech upgrade

Advisers disillusioned by ongoing issues with Aviva’s replatforming project say they are reconsidering recommending the platform to clients. Aviva moved clients to its new FNZ-backed platform in January, but the project has been beset with problems and advisers are still being frustrated by not being able to carry out key jobs for their clients. Money […]

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Global high yield outlook 2018

RLAM’s Head of Global High Yield, Azhar Hussain examines trends in the high yield and loans markets in a short video. Watch the video here Past performance is not a guide to future performance. The value of investments and the income from them is not guaranteed and may go down as well as up and […]

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