Credit Suisse Asset Management has announced the dates of its 2005 multi-manager roadshow for IFAs. Robert Burdett and Gary Potter, joint heads of the firm’s multi-manager services. will be visiting 14 venues during September. It starts in Glasgow on September 5 and finishes in London on September 16.
Skandia says only 2 per cent of critical-illness and death claims it receives are not paid due to non-disclosure of relevant information on application forms. Overall, 79 per cent of claims see payouts. Eleven per cent of claims are not paid because the illness does not meet the definition of the policy and 8 per […]
The group insurance division of Canada Life launches its employee assistance programme service.The package, provided by ICAS, will be offered to existing clients as an extension of the group income protection scheme as well as new business clients.The EAP package offers a confidential and unlimited personal support service staffed by qualified counsellors, up to six […]
Chelsea Building Society
Prospect Non-Conforming Discount Medium Scheme
Richard Mayland, a former partner with PricewaterhouseCoopers, has joined the board of Newcastle Building Society as a non-executive director.Maylad became a partner with PWC in Newcastle in 1976 managing the audit practice in 1999. He has also led a financial services unit for PWC specialising in retail banking and insurance.Since last year he has worked […]
Journalist Alexis Xydias interviews Artemis manager William Littlewood about his views on bond, equity and currency markets and the impact of a Greek exit from the EU. With bond yields at “ludicrous” levels, William believes a tipping point for bond markets is sure to come. As a result, his Strategic Assets Fund holds government bond shorts to the tune of 100 per […]
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Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]