The Conservatives have vowed to compensate Equitable Life policyholders and families of deceased investors if elected, with rapid payouts that could total £1bn. The payouts would not be means-tested.
IFA consolidator Succession Advisory Services has made five senior appointments to its team as it looks to speed up its transition programme.
Fears for the future of the Greek economy resurfaced yesterday after a sudden sell-off of Greek sovereign debt led to another rise in debt yields.
2plan Wealth Management has launched a mobile version of its adviser portal Nexus. The m-commerce service gives advisers with mobile phones, smartphones and PDAs on-demand access to Nexus functionality, including commission payments, case checking reports and flagged policies. Users can also access policy information and notes and provider contact details. The Nexus mobile system has […]
Structured product providers are reviewing kick-out plans after a HM Revenue & Customs’ warning that some plans may have been wrongly promoted as Isa-eligible.
Royal London Asset Management’s recently appointed Head of Global Equities, Peter Rutter, explains how asking the right questions at the right time provides insight for global equity investing. He offers an overview of his Life Cycle approach. Read the full article here The value of investments and the income from them is not guaranteed and […]
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]