Capital One has entered the equity-release sector.The credit card and secured loan company has signed a deal with In Retirement Services which will see it pass cases on to the equity-release specialist.It will not aggressively promote the service during the initial stages of the deal but that could change in the future. Instead, Capital One […]
HSBC has joined forces with Standard Life to launch a new Sipp proposition designed to enhance the bank’s current pension portfolio and bridge the gap between its stakeholder pension and SSAS/SIPP Practice.
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]