Aviva’s retail platform tops £1 billion milestone
Aviva’s Wrap platform has exceeded £1 billion assets under management (AUM) as it continues to build momentum with its mid-market offering.
Adviser confidence in global economy has hit a 12 month low
Financial advisers’ sentiment towards the state of the global economy turned negative in Q2 across all regions surveyed, with confidence levels falling to a below average score of 4.9 out [...]
Ivestment Management Association’s response to Fair Pensions report
In response to a recent Fair Pensions report – Whose Duty? Ensuring effective stewardship in contract-based pensions – Jonathan Lipkin, IMA’s Associate Director, Pensions and Research, said:
LV= launches gender and I-E website for advisers
Protection specialist LV= has launched a website for advisers (www.lv.com/nomoreguesswork) on the forthcoming gender directive and I-E tax changes.
Average 50-year-old ‘Needs to double pension pot’ by retirement
The average British 50-year-old has less than half of the retirement savings they will need to guarantee a minimum standard of income when they stop work, new research from MetLife* [...]
Advisers getting fit for the future
According to the latest Adviser Barometer from Aviva, with less than six months to go advisers are well on track to be Retail Distribution Ready (RDR) ready. Adviser exit levels [...]
Standard Life offers enhanced reporting for MyFolio with ‘Lookthrough’ tool
Standard Life has launched the MyFolio ‘Lookthrough’ tool. The tool has been designed to support advisers with clients invested in the MyFolio suite of funds. Standard Life has worked with [...]
SMS mobile marketing increases financial adviser communications
Make sure your strategy reflects the characteristics of the clients and prospects you are targeting Get a response. Use SMS when you are looking for an immediate and high response [...]
Free investment company training
Online sessions will help advisers get ready for RDR and provide certified training up to Level 4 The Association of Investment Companies (AIC) is now offering free online accredited training [...]
Client testimonials increase your credibility
A powerful ‘benefits-driven’ summary that confirms and proves your claims Prospective clients want to feel reassured and testimonials are a perfect way to achieve this. This is a principle based [...]
