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Investment

Software

True Potential platform launches B2B2C 'life planner' tool

True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.

clock 11 March 2015 •

Regulation

Govt significantly underestimates pensions freedom take up

More than half a million people will be able to take advantage of the government's changing regulation around pensions from 6 April, according to latest official estimates.

clock 06 March 2015 •

Pensions

HSBC launches risk-managed retirement funds for DC members

HSBC Global Asset Management has introduced a range of multi-asset retirement funds for the defined contribution (DC) pension marketplace.

clock 04 March 2015 •

Investment

AXA Wealth moves into profitability on 11% FUM growth

AXA Wealth has moved into profitability following "strong growth across the business", which saw overall funds under management (FUM) increase by 11% last year.

clock 25 February 2015 •

Wrap/platforms

SIPP provider to launch on-platform DFM panel

A self invested personal pension (SIPP) provider is to launch a panel of discretionary fund managers (DFM) on its platform in a bid to satisfy what it said is adviser demand.

clock 30 January 2015 •

Investment

NS&I criticised as pensioner bond demand crashes website

National Savings & Investments (NS&I) has been accused of underpreparing for the launch of its pensioner bonds after its website temporarily crashed shortly after they went on sale.

clock 15 January 2015 •

Income

Webb: Too many providers still stuck in old ways

There are still too many people in financial services who think they can "keep their customers where they want them" by quietly carrying on with old-style practices, Pensions minister Steve Webb has said.

clock 13 January 2015 •

Economics / Markets

Chaos theory: How to manage sequencing risk in a retirement portfolio

How to manage sequencing risk in a retirement portfolio

clock 13 November 2014 • 7 min read

Pensions

The Big Bang: Forecasting the future shape of retirement income

A look at how asset managers and insurers are changing their offerings ahead of April

clock 07 November 2014 •

Investment

Capita to act as ACD on seven Prudential OEIC funds

Prudential has appointed Capita Financial Managers as authorised corporate director (ACD) for seven Prudential open ended investment company (OEIC) funds, holding the assets of 2,000 UK clients.

clock 26 August 2014 •
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