Skandia is adding an Isa campaign support tool to its IFA platform, enabling advisers to produce tailored direct-mail campaigns with prepopulated application forms, covering letters and key features documents.
Sumus has announced that it will offer Defaqto’s Aequos Engage product search and selection tool to its members.The system will fully integrate with Sumus’ front office, providing portal suppliers and affiliated businesses with a seamless business process.Defaqto national accounts manager Roger Perry says, “We are naturally very pleased to be selected as one of Sumus’ […]
T Bailey Asset Management has published a plain English guide on the recent changes to the Isa regime for investors. Advisers can obtain free bulk copies from the multi-manager specialist to send to their clients by calling 08451300005.
Scottish Widows Investment Partnership is offering a diversified assets fund investing in equities, bonds, property, cash and alternative assets. The fund is jointly managed by Jeff King and Ken Adams and aims for a return of cash plus 3.25 per cent a year.
Over 235,000 Standard Life policyholders have yet to claim a total of almost 90 million shares following the company’s flotation.At the closing price of 306p on January 2, these shares were worth 272m.Standard Life is urging policyholders to come forward to claim their shares.The shares are being held in the firm’s unclaimed asset trust and […]
Ali Unwin, CTO & Fund Manager, Neptune 2016 was a weak year for technology IPOs – only 13 US venture-backed tech IPOs hit the market, in spite of fairly high public market valuations and investor appetite. Will 2017 be different, asks Neptune CTO & Fund manager Ali Unwin. Click here for article Important Information Investment risks Neptune […]
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Advisers face headwinds but could cash in on new opportunities
The FCA is looking to improve the clarity of its register so warnings against bad advice firms such as those involved in unsuitable defined benefit pension transfers are easier to spot. In an interview with Channel 4 News last night, FCA supervision director Megan Butler recognised that the current display, which does not immediately show […]
Well there’s no need for VCT investors to be patient any longer. The Government’s Patient Capital Review response, which reviewed VCTs and EIS schemes and looked at the obstacles to getting long-term investment into firms, was published in the Autumn Budget. A collective sigh of relief could be heard when it became clear that the […]