Quotations from UnumProvident are now available on the Webline portal. Products include personal income protection, a primary protection plan, executive income replacement, essential abilities cover and a critical-illness plan.
Sterling Bond Fund
PSolve Alternative Investments
Select Opportunities Fund
The UBS absolute return bond fund has taken 40m in inflows during its three-week offer period. The Ucits 3 fund aims to generate a return regardless of market conditions through a diversified global bond portfolio. the targeted gross performance objective is UK bank rate plus 2.15 per cent with an anticipated volatility of 3 per […]
New Star Asset Management is preparing to float in October. Plans to float last year were put on hold following poor performance of the equity markets but founder and chairman John Duffield says he is looking to go ahead after New Star’s nine-month results are published in September.
The world around us is changing at a faster pace than ever. Generations are changing and over the next five to 10 years the graduates who have grown up with Facebook and Twitter will start to lead corporate UK and expect modern technology as a matter of course.1
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Barclays has remained quiet on potential plans to re-enter the retail advice market. The bank closed its advice arm, Barclays Financial Planning, in 2011, but last February Money Marketing reported on plans that it would re-enter the market through a combination of online and face-to-face advice. This would build on the success of direct-to-consumer platform […]
As discretionary fund managers continue to grow in assets and importance in the adviser community, Money Marketing research has cast new light on the market’s impact on planning. More than 400 advisers and paraplanners responded to a Money Marketing survey on the DFM market. Ninety per cent of respondents used at least one DFM and […]
HM Revenue & Customs has published guidance on how new income tax bands in Scotland will affect pension schemes and their members. The note is a response to the Scottish Government’s confirmation it will introduce five income tax bands for 2018/19. Pension savers in Scotland currently receive pension tax relief at their marginal rate but […]