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The Big Interview

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Profile: Lee Musgrave and Mark Betteridge on technological apathy in financial services

24 April 2014

The founders of software consultancy Precious Blue Dot say financial services firms have not shown much interest in investing in client facing technology but the increasing use of mobile devices will force a rethink.

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Sue Lewis on delivering the Budget's retirement advice plan and why the independent and restricted labels are meaningless

17 April 2014 | By Tessa Norman

The FCA’s Consumer Panel chair shares her views on how to make the Budget pension reforms work for consumers – and has some strong words for advisers

Comments (3)

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Steve Webb on taking on vested interests and why 'this was the moment'

10 April 2014 | By Tom Selby

Pensions minister Steve Webb discusses the challenges of coalition Government and the big pensions challenge for the next pensions minister.

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Gareth Marr: 'We have the regulator we deserve due to our past'

3 April 2014 | By Amanda Newman Smith

Money Marketing’s Outstanding Contribution to the Industry award winner recalls life before regulation.

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James Priday on running an advisory business and a D2C platform in tandem

27 March 2014 | By Michael Glenister

Prydis Wealth managing director has big plans to grow his traditional financial advice business but also has grand plans for the direct to consumer market.

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Simon Crone on engineering a solution after Help to Buy

20 March 2014 | By Amanda Newman Smith

Genworth Europe’s Simon Crone says the private industry can step in when Help to Buy bows out and says he has plans to expand into the European market.

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Chris Daems on blogging, his Unbiased awards and designing auto-enrolment in a box

13 March 2014 | By Amanda Newman Smith

Principal Financial Solutions director Chris Daems talks about building client relationships through blogs, being a double winner at the Unbiased awards and advising on auto-enrolment

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Karen Barrett on promoting the value of advice post-RDR

6 March 2014

Unbiased.co.uk chief executive Karen Barrett says today’s advisers cannot ignore technology and need to be multi-media aware. Interview by Amanda Newman Smith

Comments (1)

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Ben Goss on how technology can halve the advice gap

27 February 2014 | By Amanda Newman Smith

Greater efficiency and integrated systems will enable advisers to serve the mass affluent, says Distribution Technology’s chief executive.

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Capita FS's Adam Byford on the tech potential for advice

20 February 2014 | By Amanda Newman Smith

The clients of tomorrow will be more self-sufficient, says Capita Financial Software managing director Adam Byford.

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Close Brothers’ Penny Lovell and IFA Stanley Lovell

13 February 2014 | By Jon Yarker

Father and daugther Stanley and Penny Lovell have both carved out successful careers in financial services and it looks a third generation is just waiting to carry on the family tradition.

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MGM Advantage's Chris Evans on demutualising and hosting his own Big Breakfast

6 February 2014

It’s full steam ahead for MGM Advantage chief executive Chris Evans as head of a fully fledged life company

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M&G's Jonathan Willcocks on appealing to more than just the 'carpet slippers and pipe brigade'

30 January 2014 | By Sam Macdonald

“To get noticed you need top-decile performance. Once you have the assets, as long as you beat the index then you will do well.”

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Sesame BG's John Cowan: We are the restricted pioneers others will follow

24 January 2014 | By Michael Glenister

Sesame Bankhall Group chairman John Cowan talks about his change of role following George Higginson’s departure and the industry’s inevitable move to restricted advice.

Comments (4)

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Standard Life's David Tiller points a finger over unsustainable platform pricing

16 January 2014 | By Michael Glenister

Standard Life head of platform propositions David Tiller reveals plans for a wrap-based alternative to pensions for high earners and argues that re-reg will be key if a wrap-platform were to face financial difficulty.

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Alastair Conway on his first year at James Hay and the anniversary of the RDR

9 January 2014 | By Amanda Newman Smith

While the world was busy dealing with the RDR in 2013, Alastair Conway says James Hay has been planning for the future and working on product developments

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Vanessa Owen on using a joined-up approach to fund retirement

19 December 2013 | By Gregor Watt

Vanessa Owen, head of annuities and equity release at LV=, champions a joined-up approach to fund retirement

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PruHealth's Neville Koopowitz proving PMI benefits in sickness and in health

12 December 2013 | By Amanda Newman Smith

PruHealth chief executive Neville Koopowitz explains the rationale of ’lifestyle health insurance’.

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Ian Mattioli on growing his business while cutting investor costs

5 December 2013 | By Gregor Watt

Mattioli Woods chief executive says a greater focus on costs caused by the RDR will lead to consolidation in the financial adviser market and the end of the small IFA.

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The IFP's Steve Gazzard on FP Week and life as interim chief exec

28 November 2013 | By Amanda Newman Smith

IFP interim chief executive Steve Gazzard explains why doing nothing to financially educate consumers is unacceptable.

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Pfeg chief exec Tracey Bleakley on how financial education finally made it into schools

21 November 2013 | By Samuel Dale

Personal Finance Education Group chief executive Tracey Bleakley explains why she does not want to go into politics

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HSBC Global Asset Management's Andy Clark on making his mark as chief executive

14 November 2013 | By Amanda Newman Smith

As he approaches the end of his first year as chief executive, Andy Clark is determined that HSBC Global Asset Management will play to its strengths.

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Shadow housing minister Emma Reynolds sets out Labour's homebuilding plans

7 November 2013 | By Samuel Dale

Shadow housing minister Emma Reynolds was promoted to the shadow cabinet last month and already has big plans for her new role

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Apfa's Chris Hannant on recent FCA victories and not standing still

29 October 2013 | By Tessa Norman

Chris Hannant on foreseeing the recession and negotiating with the regulator

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Peter Mann on the blurring between restricted and indy and Old Mutual's next move

24 October 2013 | By Michael Glenister

Ambitious about expansion, Peter Mann explains his vision for Old Mutual Wealth, where he recently became vice-chairman.

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The adviser who sold the biggest life policy (and insured a Mafia hitman)

17 October 2013 | By Gregor Watt

From managing a pop band to insuring a Mafia hitman, few people in financial services have had a career as interesting or varied as life insurance salesman Peter Rosengard.

Comments (1)

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David Ingram on improving professionalism and encouraging pro bono work

10 October 2013 | By Gregor Watt

The new Personal Finance Society president talks about improving professionalism in the industry and winning consumers’ trust

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John Barrass on Apcims' rebrand and the problem with defining independence

3 October 2013 | By Amanda Newman Smith

Apcims deputy chief executive says the current definition of independence means many of its members are unable to use the label. Interview by Amanda Newman Smith.

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Threadneedle CIO Mark Burgess on what's keeping him awake at night

26 September 2013 | By Jon Yarker

Threadneedle CIO Mark Burgess says marrying stock selection with a broader economic view has played into the firms hands in recent years.

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Mike Thornton MP: From mortgage broker to Westminster

19 September 2013 | By Samuel Dale

MP for Eastleigh Mike Thornton explains how he went from a career in the mortgage market to winning politician

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New chief exec Chris Last on Cofunds' value to L&G

12 September 2013 | By Sam Macdonald

The new Cofunds chief executive says Cofunds is more valuable to the insurer than it would be to other firms

Comments (2)

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New CII president Tom Woolgrove will focus on regaining trust

5 September 2013 | By Gregor Watt

For new CII president Tom Woolgrove, the RDR is all about increasing professionalism and improving consumer outcomes.

Comments (3)

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Selectapension's Andy McCabe on taking the plunge and unintended RDR effects

29 August 2013

Selectapension managing director says the RDR has made it harder for people to take access advice and the firm is planning a move into investment analysis.

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Mick McAteer on 'irrational' fund selection and driving value for consumers

22 August 2013 | By Natalie Holt

The Financial Inclusion Centre founder and FCA non-exec director wants to see advisers ’squeezing value’ out of fund managers.

Comments (3)

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Lord Lipsey on advice, long-term care and not being prime minister

15 August 2013 | By Samuel Dale

Labour peer Lord David Lipsey talks about working for prime minister James Callaghan and scrutinising the Care Bill.

Comments (2)

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MM Profile: Old Mutual chief Julian Ide's 'audacious' plans for growth

8 August 2013 | By Gary Jackson

Old Mutual Global Investors’ chief executive says it is equally important to instil a business culture that gets the very best out of all of its employees.

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MM profile: Toby Hughes on the launch of a hybrid D2C and adviser referral website

1 August 2013 | By Sam Macdonald

The founder and chief executive of just-launching YourWealth, a direct-to-consumer financial planning website, wants to help people, whatever their means, make the right choices for their future.

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MM profile: MEP Syed Kamall: Fighting the financial services' corner in Europe

25 July 2013 | By Samuel Dale

Conservative MEP Syed Kamall reflects on the UK’s role in the EU and the importance of MEPs.

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MM profile: Richard Fraser on advising clients with life changing injuries

18 July 2013 | By Samuel Dale

Frenkel Topping managing director Richard Fraser was moved to join the firm when his brother was paralysed.

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MM profile: Martin Werth on why the industry needs UnderwriteMe

11 July 2013 | By Paul Thomas

UnderwriteMe chief executive Martin Werth pinpoints New Year’s Day 2012 as his “Eureka” moment. 

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