Artemis is launching a strategic bond fund in the second quarter of this year. The fund will be run by James Foster and Alex Ralph, who join Artemis this month from Isis.
UnumProvident quotes go on Webline
Quotations from UnumProvident are now available on the Webline portal. Products include personal income protection, a primary protection plan, executive income replacement, essential abilities cover and a critical-illness plan.
JLT to host UK Pensions Industry briefing in June
Jardine Lloyd Thompson will host the UK Pensions Industry Briefing in Manchester on June 14, aimed at helping finance directors and pensions professionals plan their risk management. The event aims to assist FDs and senior pensions decision makers in planning better strategies for controlling and mitigating risks associated with all forms of pensions provision. Speakers […]
Burgesses launches loan protection scheme
Specialist broker Burgesses introduces a montly lona protection policy.The Association of British Insurers says loan protection sales are running at a rate of over 1,000 an hour and lenders are raking in an astonishing 8 billion a year in commission. Burgesses managing director Simon Burgess says: “Increasing borrowers debts with front loaded and excessively priced […]
Lime promotes Amanda Waddington to general manager
The Tenet Group announces a new general manager at Lime, its general insurance and mortgage arm, in the form of Amanda Waddington. Waddingtons promotion from operations manager will see her in the new role, focusing on building provider relations and working on further Limes GI offering. Some of her projects include rolling out the non-investment […]
Neptune Global Income: Is Japan the best dividend market in the world?
By George Boyd-Bowman, Fund Manager at Neptune The Neptune Global Income Fund seeks exposure to the very best – and often overlooked – income opportunities from across the world. Unconstrained by benchmarks, the fund currently has 24 per cent invested in Japan, differentiating the high conviction portfolio from many of its peers. Watch Neptune Fund […]
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Tony Wickenden: Helping business owner clients plan around losses
Knowledge of how the tax relief rules work for corporate losses will add considerable value to an adviser’s proposition Financial planning tends to focus on situations where there is available capital or income – very possibly created from business profits for SME owner-managers. But sometimes businesses make losses, and an awareness of how the tax […]
Acquisitions bolster Close Brothers inflows to £1bn
Close Brothers Asset Management saw net inflows jump 43 per cent to £1bn year-on-year, from £757m in 2017. The business released its preliminary results for the 12 months to 31 July today. Close Brothers says the strong inflows were delivered by its own advisers and investment managers, as well as third party advisers. Coventry-based Adrian […]
Tenet to compensate over annual allowance tax bungle
The Financial Ombudsman Service has told Tenet to compensate a client for its failure to give timely advice that resulted in an annual allowance charge of around £14,000. In the ruling, Mr T was a client of Tenet Connect, Tenet’s network of advisers, who found he was under threat of redundancy and made an appointment […]
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