(IN BRIEF) Aviva is launching a new Junior ISA (JISA) portfolio with a 0% platform charge, aimed at encouraging young investors to maximize their tax-efficient savings. This fully integrated JISA will be available later this summer to both new and … Read the full press release
Posted in Insurance, Society, United Kingdom
Tagged 0% platform charge, adviser firms, Adviser Platform, Al Ward, Aviva, Aviva portfolio, Cash Management, client transition service, Financial Planning, FSL, integrated JISA, intergenerational planning, investment, ISA limit, JISA, Junior ISA, multi-asset funds, new investors, platform improvements, Savings habits, tax efficient solutions, tax reporting
(IN BRIEF) According to research by Aviva, financial advisers in the UK are largely prepared to evidence their work on Consumer Duty outcomes, with over 90% indicating that they have either completed or are currently working on providing evidence for … Read the full press release
Posted in Business, Financial, Industrial, Insurance, Investment, Management, News, United Kingdom
Tagged Al Ward, Aviva, Consumer Duty, financial advisers, UK
(IN BRIEF) A new survey by Aviva has found that over 80% of advisers in the UK believe that the upcoming Consumer Duty regulation feels like a rebranded version of TCF (Treating Customers Fairly). However, the Consumer Duty ranks low … Read the full press release
Posted in Business, Financial, Insurance, Investment, Management, News, United Kingdom
Tagged Al Ward, Aviva, Consumer Duty, insurance, UK
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