Slick PR manoeuvres this week from Frank- lin Templeton commun- ications manager Dorine Johnson, who managed to fork into a fillet steak while con- juring up a pristine chart of investors’ attitudes from beneath the table somewhere with her other hand.She passed it effort- lessly to our transfixed journalist without break- ing off for a second from recounting a recent trip to San Francisco, before bringing the conversa- tion to an amusing conclusion and popping the beef into her mouth. Practice makes perfect, we say.
Jupiter Merlin absolute-return portfolio, run by John Chatfeild-Roberts and his team, has been given an AA rating by Standard & Poor’s.
Specialist pension adviser Richard Jacobs believes he is the first person to have lined up an original artwork for his Sipp on A-Day. Jacobs, who is managing director of Richard Jacobs Pensions & Trustee Services, has bought an original pencil sketch by famous wildlife artist David Shepherd at a charity auction and intends to invest […]
Last week’s issue of Money Marketing wrongly suggests that I was disparaging about the Select Choice proposition from Barclays. I think the confusion arises from questions at a conference held in May. As I recall, I made the point that a risk of some multi-tie propositions was that the intermediary would not keep under review […]
Fidelity’s competitors are launching a multi-million- pound marketing onslaught to go after redemptions from Anthony Bolton’s 5.5bn UK special situations fund. Merrill Lynch is running a 3m ad campaign with its latest poster featuring an envelope with the words, Special Delivery and the postmark “Delivered better results than 99 per cent of the sector”. Richard […]
With 23 auto-enrolment compliance notices issued by the Pensions Regulator, and an evolving legislative landscape meaning previously compliant schemes may now be in breach of regulation, now is the time to think about auditing your auto-enrolment scheme. Johnson Fleming is hosting a webinar on 9 October at 11:00 on how to audit your scheme to ensure compliance, avoid breaches and fines and overcome data issues.
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Alliance Trust Savings’ new boss must “instil common sense” across the business and start to engage with advisers if they are to salvage the platform’s reputation, IFAs have said. Industry insiders have welcomed news of ATS chief executive Peter Mill’s departure, but say the platform needs to move quickly to fix its service issues. Frustrated advisers are […]
The FCA has said that the Financial Ombudsman Service does not need more guidance on how it should match the regulator’s rules with the complaints adjudicator’s judgments. While the FCA regulates firms according to its handbook, FOS decides on complaints based on a ‘fair and reasonable’ test, that is, whether the claim would be successful […]
The curious goings-on in the world of financial services