Punter Southall Financial Management is set to snap up adv-iser firm Opus Holdings. The deal is expected to be completed by December and will increase Punter Southall’s advisers from 40 to 60. The IFA and employee benefits consultancy says Opus is likely to be its last acquisition as it believes it has adequate geographical coverage. […]
Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.
The FCA recently published feedback on its Call for Input on access to insurance. While this was focused on the ability for people with pre-existing conditions to get travel insurance, it will have wider implications for the protection market – and rightly so. Too many consumers feel they are uninsurable, having been refused cover, even […]
Sanlam UK chief executive John White has been appointed as president of the Personal Finance Society for 2018/2019. White will be replacing Thornton Chartered Financial Planners managing director Sharon Sutton, who will step down following the completion of a 12-month term as president. Commenting on his appointment, White says his predominant focus during his term will be […]
Aegon has this week written to customers who are eligible for compensation following issues with the Cofunds replatforming and expects the first payments to be made from tomorrow. Aegon met with its advisory board last week and called the meeting “constructive but challenging”. The board is made up of advice firms brought in to contribute […]