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.
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Fighting over those in financial services, rather than garnering interest from outside it, is asking for trouble When you ask the owner of an advice firm what concerns them most, they respond with one of two answers: regulatory change and recruitment. For once, I am going to talk about the latter. Here are the main problems as […]
Columbia Threadneedle is urging Unilever to engage with investors after its decision to establish its main headquarters in Rotterdam. Columbia, one of Unilever’s biggest shareholders, said it was disappointed with Unilever over concerns the move could be damaging for British shareholders. Head of responsible Investment at Columbia Threadneedle Investments Iain Richards said in a statement: […]
Aviva has u-turned on plans to scrap preference shares to investors. In a statement this morning, the insurance giant said that since it mooted the plans in its annual results earlier this month, it had discussed the issue with investors who had provided “strong feedback and criticism.” Based on the responses, Aviva says it has […]