Blog: Young, female advisers have every chance of success

When I first started flicking through career guides and thinking about what path to take, I wanted to make sure my job gave me flexibility, the ability to travel and the opportunity to meet people. After researching it, I realised a career in financial planning could tick all these boxes and, so far, my experience […]


FCA criticises mortgage administrators’ ‘inflexible’ complaints handling

The FCA has published the findings of its review into how non-deposit taking mortgage lenders and mortgage third-party administrators handle complaints, concluding that some approaches are “inflexible”. The regulator wanted to see if the processes involved in handling complaints posed a risk to customers, and, in some areas, found room for improvement. While the FCA […]

Lee Robertson

Former Investment Quorum boss outlines new plans

Former Investment Quorum chief executive Lee Robertson has been appointed to the board of the Association of Independent Non-Executive Directors. Speaking to Money Marketing, Robertson says he is looking forward to giving back to the industry, following his departure from Investment Quorum, which he founded in 2000. He says: “It just seems like a nice fit for […]

Concept of green plant grow on British Pound currency note.

Robo firm Wealthify launches ethical portfolios

Robo-investment service Wealthify has launched ethical investment portfolios that can be opened with a £1 investment. Wealthify now offers five ethical portfolios investing in up to 25 funds. The company’s chief investment officer and co-founder Michelle Pearce says the launch is the firm’s response to customer demand for investment options that do not compromise their values. […]


RBS pays £3.6bn to settle crisis-era misdeeds

The Royal Bank of Scotland will pay its first dividend since the financial crash as it has agreed to pay $4.9bn (£3.6bn) to US regulators to settle claims it misled investors. Yesterday, the US Department of Justice said the penalty is the record fine imposed on a bank for misconduct leading up to the financial […]


The three major mind shifts required to cope with longer lives

People are living longer; a challenge for all sections of society. To deal with these challenges, new approaches will need to be taken by the state, individuals, employers and pension providers. There are five key components to living a long, productive and fulfilling life: resilience to changes in employment and income; agility and being able […]