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Goldman Sachs latest bidder for £109bn Lloyds investment contract

Goldman Sachs has thrown its hat into the ring for the £109bn investment contract put up for tender by Lloyds Banking Group. According to Sky News, Goldman Sachs Asset management joins BlackRock, JPMorgan Asset Management and Schroders in the second round of bidding for the Lloyds Banking Group tender. A decision will be made in […]

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PFS updates guide on DB transfers for advisers

The Personal Finance Society has updated its guide on pension transfers from defined benefit to defined contribution schemes for advisers. This replaces the earlier good practice guide first published in February 2017 and registers a number of important developments in the market. These include the FCA’s consultation about advising on transfers and its supervisory work […]

Half of advisers not reviewing risk mapping tool methods

More than half of advisers (52 per cent) using risk mapping tools are not reviewing the underlying mapping methodology, according to research from FE. In a new report, FE collated responses from more than 130 advisers about their business models. The research found the proportion of advisers using an attitude to risk questionnaire at the […]

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Moneyhub signs integration deal with Intelliflo

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 […]

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