New gilt issues in the range 40-50 years could be announced with the budget in March, following a consultation process with investors and gilt-edged market makers by the Debt Management Office. Pension funds, which have suffered from falling bond yields and rising longevity, have expressed interest in longer maturities.
The Personal Finance Society is lobbying the FSA to tighten the way providers market their products to advisers. Members are increasingly concerned that there are few consequences for providers for their marketing of products to IFAs. Aifa is also in talks with the regulator on the issue. Members have raised concerns that they often have […]
IFAs have been outraged by the FSA’s decision to turn down a request for details of pension reviews made under the Freedom of Information Act. The increasingly active IFA Defence Union has had the first of several Freedom of Information requests to the FSA rejected because the regulator says it would have been too costly […]
cchm:ping chairman Lucian Camp says financial services companies should only consider specialist agencies.
The Chartered Insurance Institute is launching new exams on pension simplification.
As the title of this paper suggests, credit migration is probably worse than you think, but then not as bad as you fear. So how concerned should investors be about this phenomenon? Where should their focus lie? Natixis’ affiliate, Loomis Sayles & Company’s Director of Credit Research and Credit Strategist, Chris Gootkind, addresses this and […]
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Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]
The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]
AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]