Standard Life has launched a new online service called askTech to answer technical questions from advisers.AskTech is split into life and pensions sub-divisions and answers questions on trusts, pensions simplification and the defined-contribution regime, with more than 250 pairs of questions and answers. Advisers can look at sub- sections or type in specific questions leading to the service picking out keywords from the question and giving a list of appropriate answers. The service is available on the provider’s adviserzone website which provides information, fund literature and support to IFAs on an unlimited basis, although policy serving, new business quotes and commission information are secured by user ID, passwords or a Unipass certificate. Standard Life technical manager Vic Hanrahan says: “We believe the adaptab- ility of the system is a key feature and envisage the subject areas expanding over time as well. “It means advisers have access to technical information at all times and can print answers for client files. It also links to other technical material such as the briefing cards on adviserzone.”
The Treasury select comm- ittee will meet the FSA early in the next Parliament, with the effects of depolarisation set to be a key issue for dis- cussion. Labour MP Andrew Love, a new TSC member, says one of the first actions of the committee after the recess will be to meet the regulator to […]
The Personal Finance Society is sending out full details this week to members on the speakers for its PFS conference on November 21 and 22. The conference will take place at the International Conference Centre in Birmingham, offering members a range of technical and business development sessions.Speakers include L&G pensions strategy director Adrian Boulding outlining […]
Hemisphere Property Management has made its Hemisphere property fund available to IFAs to broaden the fund’s investor base.
In my consideration of the two main trust types to choose from for receiving nil-rate band transfers, I looked last week at the main tax implications of the flexible interest in possession trust. This week it is the turn of the discretionary trust.
It has been over four months since the surprise election of Donald Trump as US President. Despite the initial shock, the US stockmarket has continued to climb higher, with many investors forecasting that Trump will be more pro-growth than his predecessors. Watch Robin Milway, lead manager of the Neptune US Opportunities Fund, discuss the outlook […]
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The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]