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Author profile

John Bakie

Articles by John Bakie

Income

O'Connor leaves Lincoln after Sun Life deal

Former head of marketing at Lincoln Financial, Simon O'Connor, has left the firm following its purchase by Sun Life of Canada.

clock 08 December 2009 •

uncategorised

Pension sales tumble 25%

Individual pensions sales fell by 25% in the third quarter of 2009, according to the latest figures from the ABI.

clock 07 December 2009 •

uncategorised

Rowanmoor's Mark Lisle: A hangover you don't deserve

I had the pleasure of accompanying my teenage son and one of his pals to see Bowling for Soup recently.

clock 07 December 2009 •

uncategorised

Standard Life to target top-end SIPP clients

Standard Life plans to target the high-end SIPP market, as part of an overhaul of its pension proposition.

clock 07 December 2009 •

Your profession

PA Awards investment shortlist confirmed

Professional Adviser is pleased to announce the initial shortlist for its investment awards categories.

clock 04 December 2009 •

Economics / Markets

FTSE down as banks fall back

London shares fell in early trading as banks fell back after yesterday's gains.

clock 04 December 2009 •

Tax Planning

AXA's Steve Folkard: A taxing pre-Budget report?

AXA has made a submission to HM Treasury in preparation for the forthcoming pre-Budget report (PBR).

clock 04 December 2009 •

uncategorised

FSA warns 'running down' pension funds not TCF

The FSA has urged advisers to think ‘very carefully' before using accelerated pension drawdown schemes.

clock 03 December 2009 •

Pensions

IPS launches family SIPP

The IPS Partnership has launched a family SIPP plan, offering both pooled and individual investment options.

clock 03 December 2009 •

Income

Sun Life tightens equity guarantee conditions

Sun Life of Canada has reduced the allowable level of equity exposure for its income guarantees.

clock 02 December 2009 •
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