A recent YouGov survey found 43 per cent of employees would most like their employer to provide private healthcare as a staff benefit.
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 […]
Zurich Financial Services’ independent study of Britain shows that the “returnment” phenomenon of people coming out of retirement and returning to the workplace is impacting on retirement planning.
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 […]
By George Boyd-Bowman, Manager of the Neptune Global Income Fund Recent research has indicated that global dividend growth will slump by as much as 50 per cent in 2016. As collapsing commodities hit high-profile dividend payers, George Boyd-Bowman explains why the US and Japan are his top picks for income growth in 2016. Click here […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]