Scottish Widows is now giving personal pension and stakeholder quotations via The Exchange's Exweb portal. IFAs can now request individual personal pensions and stakeholder quotations on a single company basis as well as in comparison with other companies.
JP Morgan Fleming is offering a discount on its initial charge for investments of £7,000 or more into four funds until April 5. The initial charge will fall from 5.5 per cent to 3.5 per cent on the company's UK dynamic, UK strategic value, premier equity growth and Europe funds. JPMF is also waiving the […]
The long-awaited Inland Revenue paper on Pension simplification, which formed part of the Chancellor's pre-Budget review, has added some flesh to the bones of the original Green Paper. However, we are still in Limbo Land, as the Chancellor, in what appears to be an act of defiance against No 10's wish to withdraw/ increase the […]
The Financial Services Compensation Scheme has declared 23 firm in default this month. It is encouraging consumers who may have lost money as a result of their dealings with any one of 23 firms recently declared in default by the Scheme to get in touch. The firms came from across the country with 11 from […]
From this week IFAs will be able to apply for mediation when they are being investigated by the FSA. Following a review of the regulator's enforcement process, the FSA has decided to provide greater access to the mediation process in an attempt to encourage firms to settle more quickly. Firms will be able to apply […]
Matt Shafer, Head of International Distribution, discusses the firm’s philosophy around Durable Portfolio Construction, particularly the importance of putting risk first, thinking about better ways to use traditional asset classes and how to position alternatives in portfolios.
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]