Royal London has increased the regular-premium final bonus rates on its 10-year with-profits policies from 11.1 per cent to 25 per cent. Regular-premium final bonus rates for 25-year policies have been cut from 140.1 per cent to 126.4 per cent.
The mortgage industry has hit out at the Government for not taking urgent action to address the liquidity crisis in last week’s Budget.
Thames River co-heads of multi-manager Gary Potter and Robert Burdett are to continue adopting a cautious outlook on equities, preferring to hold high levels of cash and other asset classes.The pair, who joined Thames River from Credit Suisse last year, believe that equity markets are likely to remain volatile for the forseeable future with downside […]
Blue Sky Asset Management
Asset Allocation Accelerated Growth Plan
Investors will be relishing the long Easter weekend after an extraordinary week that revealed just how jittery the markets really are in the present climate.
From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]
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Advisers will need to review their sales process ahead of new regulation designed to increase competition in the shrinking annuity market. The FCA published a policy statement in May last year setting out requirements for firms to tell consumers how much they could gain from shopping around before they buy an annuity. The directive comes […]
Money Marketing talks to Mazars Wealth Management chief investment officer David Baker about how the firm makes its investment decisions Is your investment management kept in-house or outsourced to a third party? We like to keep as much as possible in-house as that tends to give us a deeper understanding of the decisions we have […]
Nothing works better at aiding understanding than stories based on experience Stories have been used to pass knowledge and wisdom down the generations throughout history. For advisers, they help remove the complexity of what we do for clients. And nothing works better than stories based on experience. Over the past few months, I have experimented […]