Royal London
People Moves | 25 Aug 17
PEOPLE MOVES: Jersey Finance, T. Rowe Price, State Street
Jersey finance promotes internally to fill Corrigan’s departure, T. Rowe Prices adds to its multi-asset team, State Street expands equity index group in Asia, and former French prime minister François Fillon goes into investment management.
Best Practice | 24 Aug 17
The key data on why financial advice adds value
Those who received financial advice in the 2001-2007 period had accumulated significantly more liquid financial assets and pension wealth than their unadvised equivalent peers by 2012-14, a report by the UK think tank International Longevity Centre supported by Royal London has found.
Fixed Income | 11 Aug 17
Inflation-linked bonds attractive despite uncertain outlook
Despite a murkier outlook for global inflation, there could be “positive surprises” ahead which make inflation-linked bonds an attractive diversifier, Fidelity International says.
Tax & Regulation | 3 Aug 17
Big UK insurers not offering financial advice tax break
Millions of pension savers cannot take advantage of a tax break designed to help them pay for financial advice because major providers including Aviva, Aegon, Fidelity, Legal & General, Prudential and Royal London are not offering it to customers, reports the Financial Times.
Best Practice | 13 Jul 17
Advised clients £40,000 better off
Those receiving financial advice are, on average, £40,000 ($51,468, €44,973) better off than their peers who do not, research from the International Longevity Centre UK (ILC-UK) has found.