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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Latest statistics show personal pensions, in particular, get a bad rap The recently published preliminary estimates from the Office for National Statistics’ Wealth and Assets Survey make for interesting reading with regards to how people view pension savings and how safe they are. The next round of this survey will be even more interesting in light […]
Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]
Significant gilt weightings continue to be recommended, despite concerning signals on their risk Government bonds play a pivotal role in a balanced portfolio; there are very few assets that provide the diversification benefits gilts can bring. So often over the last 30 years, when equity markets have zigged, bond markets have zagged, thereby smoothing return […]