The Lifetime Sipp Company is offering a Sipp which has been designed to move with a client’s changing lifecycle by offering different levels of service and flexibility for different life stages.
Origen’s Michelle Cracknell is joining Skandia as its new strategy director.She will head a dedicated strategy team covering all Skandia’s businesses, with her brief to ensure that the company is well positioned to benefit from regulatory and market-driven developments.Skandia says her function is key to enabling it to continue building its UK and offshore business. […]
Directors at Gissings Advisory Services has completed a management buyout backed by private equity group Dunedin. Pension adviser Gissings Consultancy Services is unaffected.
Rating agencies have confirmed they are looking into whether they will provide a separate rating or tool for liquidity risk, after a grilling from the Treasury Select Committee today.
Skandia says investment bonds still have a place despite the capital gains tax changes made in the pre-Budget report.Head of tax and financial planning Colin Jelley says a simpler CGT regime is a great opportunity for long-term investors. Some people will be better off investing in unit trusts or Oeics if the changes are enacted […]
Those of you who have read any of the political manifestos over the previous weeks may have noticed one glaring omission from all the publications: the subject of welfare reform and the role that income protection could (and probably should) play in this process.
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BMO Global Asset Management fund manager Robert Burdett has more than halved the exposure to passive funds in most of the multi-manager funds amid fears of a bubble in the market. Burdett, who co-manages the £1.2bn F&C MM Navigator Distribution fund with Gary Potter, says the team has been cutting exposure to passive funds across […]
Opinion differs as to what has caused the advice gap. Some believe the move from commission to fees has made advice unaffordable for the mass market, with advisers having to focus on wealthier clients for commercial reasons, while others say the trend was happening anyway, regardless of the RDR. For Simplified Money director Lesley James, […]
Sales of protection policies are back at peak levels, with the sector growing by more than 20 per cent in the past year, despite adviser complaints over protection’s lack of popularity. According to the latest figures from Equifax Touchstone, sales of protection policies surpassed £149m between July and September this year — their highest level […]