Lions, bees, bulls and bears: The Wells Street Journal

A weekly account of the curious goings-on in the world of financial services Locked out  While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]

Sesame revamps board as network director exits

Sesame Bankhall Group has revealed several changes to its senior management, including the departure of Sesame Network and PMS Mortgage Club managing director Mark Graves.  The group has now created two new roles – director, Sesame and director, PMS – with an announcement on who will fill the roles pending. Sesame has also moved Jane […]

Greater gender-balance will boost advice sector’s bottom line

Encouraging more diversity in your business has benefits for the bottom line, but advisers have a long way to go to realise the benefits of equality in their firms. Speaking as part of a panel debate on diversity in advice, which mainly focused on gender diversity, three female advisers shared their views on why the […]


Advice firm among six declared in default by FSCS

The Financial Services Compensation Scheme has declared six firms in default, with an advice firm and two mortgage businesses on the latest list. Advice firms on the regist covering defaults in August include Newcastle-based Chadkirk Wealth Management. The firm appeared to be a one-man band. Claims managers have already posted adverts regarding potential compensation over […]

FCA to hold DB transfer workshops from October

The FCA will hold a series of defined benefit transfer workshops for regulated advisers across the UK from October to December. The workshops will reiterate the regulator’s expectations when transacting this type of business and highlight the key points that firms should consider when operating in the market. Particular areas such as fact-finding, the balancing […]