The Wells Street Journal: Sporting advice and cash awards

A weekly account of the curious goings-on in the world of financial services Financial wing attackWSJ mused over the varying hobbies of financial services professionals a few weeks back and has something new to add to the tally: netball. We have long known Technology & Technical director and adviser Kim North is a fan of […]

Spotlight on DFMs: Charles Stanley talks bespoke deals and perfect partners

Money Marketing recently hosted an expert panel debate on the future of DFMs. We caught up with Charles Stanley senior investment manager Louis Coke after the discussion to take a deeper dive into getting bespoke deals right and what advisers should look for in their perfect partner. Money Marketing will soon launch a one-stop shop […]


Members unsure of fees or adviser in half of pension transfers

Around half of pension scheme members have limited understanding of their pension transfer or are unaware of who is giving them advice to transfer, according to research published today. The Pension Scams Industry Group, the voluntary body set up to support trustees and administrators combat pension scams, has published the results of a pilot study […]

Protection Watch: the shape of market disruption

Protection Review chief executive Kevin Carr looks at recent market events Can protection market really be disrupted?Will a tech giant or global brand one day come in and disrupt the market overnight? And even if so, would much really change? Compared with other industries, not a lot has changed in protection. We put paper forms […]


Kim North: Why do white males still dominate marketing campaigns?

My favourite news story earlier this month came into my inbox from Money Marketing. The headline read: “Treasury pushes for gender diversity interventions after ‘slow’ progress.” Maybe it is because I am a female who has worked in financial services for over 35 years that the news resonated. Economic secretary to the Treasury John Glen […]

L&G launches pension transfer tracker service

Legal & General has announced a tie-up with technology firm Origo to launch a new service to support advisers track the progress of client applications. The product known as Track My Apps is aimed at supporting advisers selling Legal & General’s retirement income range of products from fixed-term annuities to lifetime annuities. The online system […]


Octopus appoints CEO to lead advice and investment business

Octopus Group has appointed its former chief customer officer, Ruth Handcock, as chief executive of the investment business. Handcock will be the first new chief executive since Octopus was founded in 2000 and will lead the group’s investment business. She joined the company from of challenger bank Tandem in July 2018. CEO Simon Rogerson will […]

Jonathan Gold: Planning points for the rich and famous

Lessons can be learned from strategies for the super high-net-worth for clients right across the board As every adviser knows, no two clients are ever the same. Faced with a plethora of different assets, attitudes to risk, desired outcomes and personal situations, advising on how best to manage a portfolio is often a complicated jigsaw. Add […]