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The Exchange ties up with Financial Express

IFA technology specialists The Exchange has announced plans to merge its unit trust and key features documents service with price information provider Financial Express.

The two services will be integrated next year. As part of the deal, The Exchange is buying a 25 per cent stake in Financial Express.

The Exchange says the purchase is a sign of its increasing commitment to the unit trust and wider-invested funds market.


Institute of Actuaries hits out at life offices&#39 accounting

The Institute of Actuaries has attacked the current accounting practices of UK life offices.A keynote paper presented to the IoA this week describes the current accounting method as &#34flying in the face of what investors and other users of company accounts would consider to be &#39true and fair&#39 and understandable&#34.The paper says that things have […]

Friends Prov launches flat load charging GPPs

Friends Provident is launching a group personal pension plan using a level load charging structure.The Series 2 Plan has been designed to produce higher transfer values in the earlier years but lower maturity values compared to its existing plan.IFAs will be able to choose either Series 2 or the existing plan. Both plans offer Friends […]

Autif says investor behaviour in 1998 is very similar to last year

Unit trust, OEIC and Pep investors are in a very similar way to last year despite very different market conditions according to the Association of Unit Trust and Investment Funds.Autif says Pep sales are marginally down on the same period last year and in recent months there has been a shift from Equity Income funds […]

Nationwide leads way on cheaper mortgage products

Nationwide is launching three-year and five-year fixed-rate mortgages at 5.49 per cent and 5.79 per cent respectively.Both products offer 90 per cent loan to value and have an introduction fee of £295.Both Portman Building Society and Private Label are following Nationwide&#39s lead.Private Label is introducing two-year, four-year, five-year and seven-year fixed-rate mortgages at 6.25 per […]

Pensions Dashboards around the World

Steve Webb’s latest policy paper British savers risk being left in the ‘slow lane’ unless the UK Government takes a more active role in ensuring the successful delivery of a Pensions Dashboard. The report, ‘Pensions Dashboards around the World’, coincided with a major conference that was held on Monday 16 May and brought together experts […]


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