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Toby Strauss, Scottish Widows

Scottish Widows appoints head of bulk annuities

Scottish Widows has appointed a managing director of bulk annuities and investment strategy as part of a management shake-up. In October Lloyds Banking Group announced Scottish Widows would enter the bulk annuity market. It has now appointed Jeff Sayers, previously insurance divisional risk officer at Lloyds, to lead the proposition. Sayers joined Lloyds in 2013 […]

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Spotlight on regulation: Anticipating the rush to comply with EU regulation

There is a great deal of rule-making going on in Brussels right now, some of which will have a significant impact on the retail distribution market in the UK. 

 The European Union packaged retail investment and insurance-based investment products regulation, requiring disclosure of key information to investors for all Priips, combined with a new […]

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Lee Robertson: Rise to the challenge

I have been reading the commentary and social media activity around the recent BACK2Y conference with huge interest. I should probably declare some interests here. I went to the first conference last year and would have gone again this year if not for a diary clash. I have known and respected founder Paul Armson for […]

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Election 2015: What are the key manifesto pledges affecting advisers?

With the general election now only weeks away, Money Marketing assesses the manifesto pledges affecting advisers and their clients. Tax While cracking down on tax evasion and aggressive avoidance has proved popular territory for all the major parties, several are also seeking to ameliorate the tax loads of voters. The Conservatives have promised to raise […]

Sustainable investing 2018

RLAM’s Head of Sustainable Investments, Mike Fox highlights what he believes will be the key sustainable investment themes in 2018. Watch the video here Past performance is not a guide to future performance. The value of investments and the income from them is not guaranteed and may go down as well as up and investors […]

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