View more on these topics

Simply Biz adds F&C lifestyle funds to range

IFA support services company Simply Biz has added F&C’s Lifestyle funds to its range.

Simply Biz and Compliance First Capital Reward scheme will broaden the distribution of the F&C multimanager funds to more than 4,000 registered individuals at over 1,800 IFA firms.

F&C lifestyle range was launched in March 2007 and mirrors the asset allocation models derived from dynamic planner, a third party risk-profiling tool.

F&C director of strategic partnerships Mark Parry says: “This pioneering scheme is designed to help members build up additional value in their ‘funds under advice’. We believe that lifestyle is an ideal fit for this type of scheme as it is designed to provide outsourced investment expertise in asset allocation, risk profiling and fund selection. This approach adds value to both the investor and the adviser over the medium to long term, which fits perfectly with the ethos behind capital reward.”

Simply Biz managing director Ian Thorneycroft comments: “The F&C lifestyle range is an excellent addition to capital reward. They are based on asset allocation models generated by the team at distribution technology and with the funds selected by F&C’s robust multi-manager fund selection process. Together they provide IFA’s with low maintenance, well managed investment portfolios to meet the varying needs of their clients.”


Disappointed day

Over the last couple of weeks I have been looking at flexible interest in possession trusts and their role in the current inheritance tax regime.

Dismay for Mac and Mae as shares sag

Shares in Freddie Mac and Fannie Mae fell dramatically this week after speculation that the US government will have to use its new powers to bail out the mortgage backers.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm