Personal Finance Society chairman Bob Bullivant will chair the income protection working party set up by Peter le Beau and Clive Waller. The income protection taskforce will include providers, reinsurers and intermediaries to promote public awareness of IP and to try turn round poor sales performance.
Abbey has set up its eighth guaranteed income bond. The single-premium life insurance investment plan guarantees a fixed income and a full return of capital if the bond is held for its four-year term. Abbey is offering investors the choice of either monthly or quarterly income of 3.77 per cent a year or an annual […]
In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]