View more on these topics

Royal & SunAlliance offers variety for trustees

Looking at the product literature Perdisatt calls it: “Rather dull, does

not particularly grab your attention. It is, however, fairly easy to


Parrott says it is simple to understand and gives sufficient detail.

Stevens says: "Very straightforward. The risk thermometer in

the product guide is useful." Cave says it is nothing


Summing up Stevens says: "The first page of the key features is

very negative and could put off clients."

Cave says: "In a market that has been open for the last 10 to 15

years, I found very little to get excited about that would want me to

move from other providers. That added to concerns as to the future

direction of the company makes me unlikely to use the plan in great

quantities in the future."


Cazalet says dash for distribution will intensify

Industry analyst Ned Cazelet says he expects competition for the remaining IFA channels to intensify over the coming months as a result of Skandia&#39s deal for Bankhall.Cazelet says he believes providers will move to secure distribution as quickly as possible as increasing numbers of major IFA firms get snapped up by companies fearful of changes […]

Members not fearful for independence under Skandia Bankhall deal

Bankhall members say their independence will not be compromised by Skandia’s takeover of their network.But some members say they may be less likely to recommend Skandia products as a result of the deal to avoid any accusations of bias.One Bankhall member says: “Whoever owns us should not compromise our independence and should not make any […]

&#39Frosty&#39 Snowman

Lives: Iceland, Lapland and Kensington.Born: Every December.Age: Won&#39t say.Education and qualifications: BA in meteorology, University of Lapland, Sweden.Career: No Business like Snow Business Refrigeration – account manager; Bob Sleigh Mortgage Advisers – consultant; Polar Capital Advisers – chief executive.Career ambition: To kick Santa and Jesus into touch and become the prime image of Yuletide marketing.Life […]

Pavilion enters Oeic market with SRI fund

Institutional fund manager Pavilion Asset Management has designed a socially responsible investment (SRI) fund for retail investors.Pavilion SRI is the company&#39s first foray into the Oeic market together with Pavilion UK growth. The company was the investment arm of Family Assurance Friendly Society and was responsible for running the Family charities ethical fund, but has […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment