Skandia has merged the commercial operations of Skandia Life and Selestia and Skandia UK’s former strategy director Nick Dixon has been appointed commercial director to head up the team.Head of marketing Billy Mackay has taken on many of the responsibilities of Selestia’s former marketing director Bill Vasilieff. Reporting to Mackay, Peter Jordan has been appointed […]
Software supplier Financial Objects has been assigned to implement its wealthmanagement software with Sand Aire, the UK-based multi-client family office. Sand Aire specialises in strategic wealth management for families, trusts and charities.Activebank Wealth Manager will be used by Sand Aire to enhance its portfoliomanagement and client reporting capabilities and should help enhance its future development. […]
The Association of British Insurers and member firms have met with the Treasury this week to lobby against the proposed introduction of a flat rate of capital gains tax amid concerns it could seriously damage the life industry.They claim Chancellor Alistair Darling’s pre-Budget reforms to CGT will damage the £30bn insurance bond market and have […]
Johnson Fleming has launched its new managed auto-enrolment service, designed to support SME businesses of up to 250 employees. The managed auto-enrolment service is not just about providing businesses with a software system for them to manage themselves, but more about outsourcing the administration of the project and scheme to Johnson Fleming’s auto-enrolment staff.
Ahead of his appearance at Money Marketing’s flagship conference, Money Marketing Interactive, this April, Helm Godfrey chairman Danby Bloch looks at getting graduates into advice and making adviser the ‘go-to gurus’ of finance What should we be doing to get more new advisers into the profession? There’s no quick fix, but there are lots of […]
The way centralised investment propositions run today is far from perfect. So where do we go from here? There should be a name for the rule of thumb that says, just as the retail financial services industry reaches some consensus that something should be done a certain way, it all starts falling apart. In fact, […]
A look at the important take-aways from the senior manager regime’s previous implementation for those beginning their own preparations The forthcoming extension of the Senior Managers & Certification Regime represents the next major regulatory change that gets to the heart of a firm’s culture, governance and operational considerations. SM&CR implementation will not be a one-time […]