Figures from the Association of Mutual Insurers show that, when a mutual life insurer becomes a plc, holders of with-profits policies get an average payout of 14,000 less than if the organisation had remained mutual.
Direct marketing is outsourced to third party companies by 47 per cent of banks, according to research from data management specialists CDMS. The research looked at senior marketers in the top 1000 firms.
As some providers launch new products and others fail to act, advisers are recommended to wait for Finance Act
Dawnay Day Quantum is set to offer a Japan-focused structured investment product on May 30, which guarantees 100 per cent return on investment after six years regardless of the Japanese stockmarket’s performance. The firm says its protected Japan multiplier provides geared upside exposure to Japan’s Topix investment index, with full capital protection and no currency […]
Canada Life is running a series of group insurance seminars between June 6 and July 6, covering its interent-based e-business portal Class
Ken Rayner and Graham O¹Neill from RSM explain why they rate the fund, its investment process and how it can be used in a portfolio The Artemis US Select Fund became a RSM ‘rated’ fund earlier this year. In this video, Ken Rayner and Graham O’Neill explain the fund’s investment approach, why they rate it, […]
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It is likely the increased regulatory scrutiny on fund managers’ value could filter down to advice firms in the future In my last article, I considered the influence a non-executive director could have in challenging an advice firm’s business model in light of the pension transfer issues. Now, in its asset management market study final […]
The financial services industry has failed to find ways of nudging consumers to think about their options at retirement, despite three years of pension freedoms. A panel at the Association of British Insurers retirement conference today lamented the way companies talk to people about pensions and the lack of engagement it inspires. ABI director general […]
The new chief executive of the single financial guidance body can expect a salary of £175,000 a year, according to a job advert posted online. The advert, posted on the Cabinet Office website says applications will close in mid-May with final interviews held in early July. The date for announcing the successful candidate has not […]