Default funds are the topic of conversation in pension circles with the Personal Accounts Delivery Authority scrutinising this crucial issue ahead of the 2012 launch.
Financial services research firms NMG and H2B are merging from July 1.
Administrator PricewaterhouseCoopers has said that a sale of Keydata’s business in its entirety will now not be possible.
Perception Support chief executive Phil Billingham is joining Threesixty and transferring his client base to the support services firms.
By Fiona Tait, Pension Specialist Royal London firmly believes in the value delivered to clients by financial advisers, not just for one-off events but on an ongoing basis. This is a position we continue to hold in our consultation responses and external communications while always questioning whether there are ways in which we can help […]
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Phoenix is set to shed roles in a redundancy round following its decision to buy parts of Axa’s business last year. The closed-book provider snapped up Axa Wealth businesses Embassy, its off-platform investment and pension division and Sun Life, its direct protection business, in a deal signed last May, before also buying rival closed-book operation […]
Hargreaves Lansdown has removed Paul Chesson’s Invesco Perpetual Japan fund from the Wealth 150 list of recommended funds due to its volatile performance. Chesson, head of Japanese equities, has run the £318m fund since 2000 and takes a high conviction, contrarian approach to investing. Investment analyst Dominic Rowles says that while this has led to […]
Firms will not necessarily have to advise on every relevant investment product but it will be difficult to discount structured deposits