Standard Life has set up a new internal operational board to consider both cross-selling and cost-cutting opportunities across its UK retail divisions. Headed up by life and pensions chief executive Trevor Matthews, it will bring together the heads of Standards healthcare, investments and bank divisions.
Skandia has launched an asset allocation wheel to help demonstrate asset allocation to their clients.The wheel is a handheld tool designed to complement Skandia’s online risk profiling tool, USelect. By turning the wheel to the required risk and time horizon profile the adviser can demonstrate the ideal asset allocation mix.
Clerical Medical is urging trustees of occupational pension schemes to review their scheme arrangements with their advisers in light of A-Day. The firm is writing to trustees over the next few weeks out- lining the changes affecting them and scheme members. Trustees will also get a copy of Clerical’s pension news- letter available for use […]
Money Marketing is the best-read trade paper among financial advisers and is the title of choice for more than twice as many intermediaries as its nearest rival. Asked which weekly trade publication they would read if they could only choose one, 47 per cent of advisers chose Money Marketing compared with 22 per cent choosing […]
This month’s Money Marketing Live will once again provide intermediaries with access to the leading experts from the investment fund management industry. Taking place at the G-Mex in Manchester on September 27, the Fund Strategy arena will bring together an unprecedented number of presentations, workshops and seminars.
James Dowey, Chief economist & CIO In these very early stages following the “Leave” win any prognosis is by its nature highly tentative. It will be weeks before we are able to measure the acute impact of the result on the UK economy, and there are clearly no close historical parallels on which to base […]
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Offsetting the cost of advice this way would benefit clients and advisers alike One of the multiple barriers to better take-up of financial advice is that some people are unwilling or unable to meet the upfront cost. In response to this, the government has allowed people to take small chunks (three lots of £500) out […]
Fund managers like to trade off having a unique style. There thousands of funds out there to choose from – the question I often hear from advisers is: what makes this person different? Sometimes this can be a really tough one to answer. “We invest for the long term” is all fine and good, but […]
With rising costs and an increasingly tough regulatory market more advisers are looking to outsource their investment proposition, with many leaning towards discretionary fund managers. But while the number of advisers using DFMs is on the up, overall satisfaction with them has dipped. According to a recent survey by financial information firm Defaqto, 74 per […]