Client guide to recommended funds launched
We have today launched a client-facing guide to our investment and pension funds as part of our drive to help advisers increase consumer understanding of the investment sector and the factors that influence fund performance.
The guide, which will be updated quarterly, outlines to clients the performance of our recommended pension and investment funds and, in …
Omnis Investments shortlisted for Moneyfacts Award
Openwork-owned Omnis Investments, has just been nominated in the ‘Best Multi Manager Provider’ category at this year’s Moneyfacts Investment, Life and Pensions Awards, recognising exceptional fund performance over the past 12 months.
The IFDS Omnis multi-manager funds, managed by Octopus Investments, were the first products to be launched through Omnis Investments back in 2008. They use …
Battle the meerkats with your expertise
While the Council of Mortgage Lenders’ figures for gross lending in June seem positive at first, the reality is that the first half of this year is heading for a 30% fall in lending compared with 2009. And there are few signs the second half will be much better.
Ancillary income is therefore critical, and general …