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Abbey National Asset Managers appoints head of retail sales

Abbey National Asset Managers has appointed Simon Gordon as head of retail sales in a bid to boost its unit trust presence in the UK IFA market.

Gordon, who was head of retail sales at SLC Asset Management, has 15 years experience in the investment industry and joins as Abbey looks to expand its product offering to IFAs.

The move follows the transfer of £10bn from Aberdeen to AAM in March as part of its acquisition of Scottish Provident.


Cliff Lockyer

Cliff Lockyer is aiming to challenge the traditional dominance of product providers by building Berkeley Berry Birch into a multi-channel distribution giant.He sees the end of polarisation as the catalyst for change which will give him the opportunity to set up a distribution network and establish a national brand.Lockyer describes his career in 10-year chunks: […]

Revenue files secret pension plan

The Inland Revenue has filed its closely guarded report on simplifying the pension tax regime to ministers and now awaits publication this month.The review has been kept under wraps since it was announced by the Treasury in March 2001. It is believed to contain radical proposals on pension complexity.Without close co-operation with the Revenue, it […]

SWIP to convert unit trusts to OEICs

Scottish Widows Investment Partnership is asking investors to approve proposals to convert its range of 74 unit trusts into 40 Oeics. In a move it says would create a more focused fund range, SWIP will convert the funds in three stages from July if it receives the backing of 75 per cent of investors. SWIP […]

IFAP highlights £4bn tax waste

IFA Promotion is urging taxpayers to stop handing over £4bn a year to the Government through financial inertia and lack of awareness.It has issued the warning to mark June 5, the theoretical date after which annual earnings go into our own pockets instead of to the Government in tax.It claims that many people continue to […]

Protecting long-term savings from short-term policy

By Jamie Clark, Business Development Manager The pensions revolution is almost upon us. As with any revolution, there will be winners and losers. The winners in this case could presumably be the politicians that orchestrated pensions freedom and choice just before the general election. As for the losers, there may be many thousands of people […]


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