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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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]