Standard Life is reopening its discounted gift plan to business this week. It has not changed any of the trust’s key features but is adding training material and a decision tree.
Purely Mortgages has cut its salesforce as part of its third financial restructuring in under a year.Purely, set up in 2004, cut 19 of 45 sales staff in a bid to bring costs down to a level that will see it make profit on a smaller turnover than originally projected. The staff were not employed […]
Lifesearch has finally completed a life insurance policy which has taken two years to process. The 50,000 life-only policy for 16 years was submitted in June 2004. Head of protection strategy Kevin Carr says there were delays such as changes in the client’s circumstances, including occupation and health and delays in getting various medical reports […]
I want to provide my employees with a competitive benefits’ package. What can IFA do to help me and how can I make sure there is minimal disruption to my business?
Further to the article in the August 3 edition of Money Marketing, headlined, Standard complains over loophole that it revealed, scheme pensions could in the future form a very valuable option for self-invested trust-based money-purchase arrangements. Historically, scheme pensions have been paid from defined-benefit schemes, where the scheme trustees take on the onus of payment […]
By Rob Burnett, Manager of the Neptune European Opportunities Fund In recent weeks, the bear case for European equities has become more pronounced on the back of weaker-than-expected GDP data and deflation concerns. This softening in economic momentum has led some investors to question whether the ECB is behind the curve and indeed whether it […]
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Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Do not be spooked by recent falls. The bull market has further to run. Stockmarkets have been thriving in the not-too-hot, not-too-cold “Goldilocks” backdrop of the last few years. Growth has been strong enough to boost profits, and inflation low enough to keep central bank policy loose. Recent stockmarket weakness is centred on signs that […]
The FCA continues to engage with the asset management industry on new European regulations as questions remain over how firms should report costs and charges. After over a month since Mifid II and Priips came into force, concerns have been raised on how fund fees, in particular transaction costs, should be calculated under the two […]