Aegon Scottish Equitable is running seminars for advisers to offer support and information on writing business protection.
Prudential has refused to compensate thousands of pensioners who face a higher tax bill this year because it gave HM Revenue & Customs the wrong tax codes.The insurer admits it submitted the wrong PAYE codes for 2006-07, meaning 5,500 higher-rate taxpaying male annuitants underpaid income tax on their monthly payments.Pru has written to the annuitants […]
Simon Read, money editor of The People and acting deputy business editor of The Daily Mirror, told all and sundry via headlinemoney last week that he thought the Liverpool Vic rebrand was shoehorning luncheon vouchers into the financial services pages.He then made the link to Cynthia Paine, the St Reatham madam who accepted LVs “in […]
New Star Investment Funds has added to its talent pool with appointment of Tilney fund manager Nicholas Sheridan.
The FSA says it maintained a tough stance towards small firms that failed to meet its minimum standards in 2006/07.
The making of any fund can be seen in how it responds to crises and opportunities. In this short video, Head of Multi Asset at Royal London Asset Management Trevor Greetham outlines how the Royal London Global Multi Asset Portfolios or GMAPs navigated through Brexit and the US election cycle. He also highlights the importance […]
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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]