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Rothschild appoints three to sales and broker support

Rothschild Asset Management has made three additions to its UK intermediary sales and broker support teams.

Neil Kerry, who joins from Scottish Value Management, will take responsibility for discretionary and intermediary relationships in northern England, Scotland and Northern Ireland. While Shane O’Neill, who will be joining RAM from Gartmore in October, will be responsible for the south of England.

Jupiter’s Chris Warren will join RAM’s broker support department in September.


Put Equitable out of its misery

For heaven&#39s sake, why doesn&#39t the powers that be stop pussyfootingaround and declare Equitable Life insolvent? According to a report in Money Marketing, the appointed actuary reportedthat as at December 31, 2000 “total policy values were in excess of theavailable with-profits assets” or, in plain English, liabilities exceededassets. The definition of insolvency. When someone of […]

ScotLife pension success

Strong employer-based pension sales have sent Scottish Life businesssurging by 30 per cent in the first six months of this year. Pension sales rose from £43.6m to £56.7m in equivalent premiumincome and new company-based business, including group personal pensionsand stakeholder, grew by 40 per cent from £24.2m to £34.1m. Total new business was up by […]

Exclusive Connections tracks on

Exclusive Connections has introduced a base-rate tracker mortgage that remains at 0.50 per cent for the first three years.The mortgage is available for loans of up to 95 per cent of valuation and has a current payable rate of 5.50 per cent. After the first three years, the tracker rate increases to 1 per cent […]

Axa with-profits bond goes for income

Axa Sun Life is aiming its with-profit income bond at the IFA market. The bond is a variation of it&#39s existing with-profits bond, but has a higher annual bonus rate at 6.25 per cent. The existing bond currently offers an annual bonus rate of 5 per cent. However, investors will get a lower terminal bonus […]

Industry under fire over pension freedoms

By Jamie Clark, Business Development Manager, Royal London Recent articles in the media have raised concerns about the new pension freedoms. One perceived problem is that across the industry, trustees and providers are not necessarily allowing people to take full advantage of the pension freedoms in situ. This is backed up by a recent survey by […]


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