28 January 2010
The CFA Society of the UK says it plans to bolster its investment management certificate by September so that it qualifies as QCF level four instead of QCF level three.
Martin Bamford says IFAs should free themselves from the misconceptions about fees.
Ian Jarvis of Bateman Jarvis says his platform allows him to spend more time with his clients.
Fidelity’s Peter Hicks documents his attempts to acheive RDR-level qualifications.
Screening the market plus 20 high-conviction ideas looks like a winning mix for Standard’s UK equity income unconstrained fund
Advisers who sit written QCF level four exams may get more favourable professional indemnity insurance terms to those who sit alternative assessments, according to PYV.
It could take a year or more to fully wind up Freedom Sipp.
The FSA has apologised for failing to protect the email addresses of hundreds of IFAs which were revealed in a mass email.
“Longevity is the biggest issue that the Western World faces and yet the politicians do not act.”
IMA’s Ginny Broad explains the objectives of the IMA categories.
Mortgageforce’s Kevin Duffy says mortgage regulation is at a meaningful crossroads.
Administrator PricewaterhouseCoopers has confirmed that outstanding investor income payments relating to Lifemark have now been received by Keydata and are being processed.
Pru Health chief executive Shaun Matisonn is leaving the firm after five years.
Skipton’s recent move to scrap the ceiling on its standard variable rate was a low blow for borrowers.
Nationwide is piloting a new IFA arm, with a view to rolling it out across Cheshire, Derbyshire and Dunfermline building societies.
Henderson has ramped up exposure to Africa and Russia with its New Star fund of funds range.
“Since mid-2000, Neptune’s astronomic rise has continued - and there seems no sign of a let-up as the Isa season approaches”.
A quarter of a million high-earning defined-benefit pension scheme members could see their tax bill double as a result of details buried in last year’s pre-Budget report.
Steve Bee says that the new auto-enrolment laws are the most important piece of legislation we have seen for almost half a century.
TCF Fund Managers co-founder Gary Mairs says a platform price war is likely to break out in a fight for market share.
SimplyBiz is setting up a new investment firm next month.
Ssas clients with unallocated funds could be hit with a 20 per cent tax charge if they allocate more than £20,000 to their pension in the next year
Gilliat Financial Solutions, the structured product arm of the Arbuthnot Banking Group, has undertaken a strategic review which may lead to redundancies.
The specialist structured product consultancy says traditional debt securities-based products could fade out by the end of the year.