Aegon Asset Management chief investment officer Andrew Fleming is taking over as managing director of the firm following the departure of Colin McLatchie. Fleming will remain CIO having experience of carrying out this dual previously at ABN Amro Asset Management and Gartmores Japanese operation.
An Essex-based IFA whose client suffered a heart attack two days after being put on risk has praised Axa Sun Life for paying out on his critical-illness claim. The client and his wife, who previously only had life cover, came to Chadborn Baker & Kearle mortgage adviser Peter Wright for remortgage advice. He recommended a […]
A financial adviser who stole 10m from Halifax over four years to finance his gambling habit has been jailed for 12 years at Swansea crown court. Graham Price left three empty boxes in a safe with a signed IOU saying “Borrowed 7m from the Halifax”. He held stakes in 11 racehorses and bought advice from […]
Trustees could face problems if they do not make members aware of the investment cho- ices open to them within their pension scheme. Up to 90 per cent of pension scheme members fail to select their own investment strategy and just opt for the default fund, according to research by Aon Consulting. Much of this […]
Moneyquest, the telephone and online mortgage, insurance and loan brokers, has unveiled the appointment of Scots businessman Angus McSween as its first chairman.McSween will oversee Moneyquests two-year expansion plan and drive towards AIM listing.The companys expansion plan includes increasing staff from 130 to 200 and increasing mortgage business to 3bn.He says: “Moneyquests success is a […]
Back in May, Steve Herbert, head of benefits strategy at Jelf Employee Benefits, was involved in a Corporate Adviser magazine roundtable on the subject of pensions.
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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]