Punter Southall Financial Management has signed up Standard Life as its exclusive Sipp provider and will adopt a customised version of the Standard’s Sigma platform.The deal ties Punter Southall FM, the advisory arm of actuaries Punter Southall & Co, to Standard’s Sipp for the next five years. As part of the arrangement, Standard has added the Io inflation plus fund to the Sigma platform which will sit under the Sipp, offering Punter Southall FM’s clients exclusive access to the portfolio through the Standard platform. The adviser has also signed up sister group Psigma Investment Management to provide discretionary fund management services for its clients. Standard managing director (sales) Nathan Parnaby says: “Punter Southall FM’s clients will get advice and servicing, with access to a range of ready- made pension solutions to meet attitudes to risk.” Punter Southall FM man-aging director Paul Johnston says: “The strength in this agreement between ourselves, Standard and Psigma Investment Management gives our clients access to not only this leading retirement product but also security in the knowledge that three leading companies have helped put this together.”
Leeds & Holbeck Building Society
10 Year Fixed Rate
Almost 90 per cent of advisers are increasingly looking at using structured products within their clients’ portfolios in the next year. Research from Trustnet Adviser and HSBC Investments polled 600 advisers and shows that 65 per cent believe that between 5 per cent and 20 per cent of a client’s portfolio should be held in […]
Despite two years of strong UK equity market growth, unfashionable value stocks will continue to outperform, says Invesco Perpetual UK aggressive manager Ed Burke. The fund, launched in July 2001, has risen by 74 per cent against a Lipper sector average of 7.2 per cent. Burke runs the fund on the basis of seeking out […]
Seventy per cent of companies have no exit strategy for their defined benefit pension scheme despite the fact 88 per cent of UK firms operating a closed scheme continue to be significantly concerned by the drain on their finances, according to research from Aon Consulting.
Johnson Fleming has received the ISO 22301 accreditation, which demonstrates the company’s ability to effectively understand and prioritise the threats to the business.
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