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Romulus High Income Fund
Bankhall is running a series of roadshows for its Investment Strategies Limited members to ease them through the procedure of becoming directly authorised.
AXA has announces its Protection Account is now available through new distribution partners Burns Anderson and Threesixty services. In addition, it will be available through member firms of Berkeley Berry Birch by the end of March. Axa’s Protection Account is already available from Bankhall, Britannia Building Society, LifeSearch, Millfield, Sesame and Tenet, as well as […]
The report of the Employer Taskforce on Pensions published in December 2004 resulted in positive comment from the usual pension organisations and bodies representing employers, such as the CBI and British Chamber of Commerce.
In this guide, Johnson Fleming reveals what items you need to understand to gauge the impact of auto-enrolment on your business. The guide focuses on: the impact that your auto-enrolment scheme will have on you; assessing your workforce; understanding your staging date; reviewing your current provision; and modelling contribution levels and costs.
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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 […]
The past few years have seen a rapid rise in the number of fund managers linking with risk profilers to launch new ranges. Determining risk is a central part of the advice process. But risk-profiling tools have been subject to criticism over the wildly different asset allocations they produce and their lack of consistency when […]
AJ Bell is expanding its passive range to target a higher expected return for investors with a new global growth fund. AJ Bell launched its first range of own-brand funds last year with five risk-targeted multi-asset passive funds. The platform and Sipp provider said it has launched the Passive Global Growth fund in response to […]