Regulation of claim management companies will start on April 23. It will become an offence to provide claim management services without authorisation or exemption.
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Hay divides IFA operations
James Hay has restructured its IFA broker operations, with Shaun Sandiford and Damien Conway taking over the South and North respectively in a move that sees the former role of Stefano del Federico, who resigned this month, split into two.
Aegon Asset Management in bid to boost rebranded image
Aegon Asset Management is revamping its image to boost brand awareness as a follow up to the wider rebranding of the Aegon group last August.The rebranding and advertising campaign launched by the Aegon group last year aimed to give more prominence to Scottish Equitable’s parent company Aegon as many consumers appeared unaware that the two […]
Standard is slammed for contacting adviser clients
Standard Life has come under fire from advisers who feel they are being undermined because the firm is sending their clients information on with-profits directly.But Standard is defending its position, saying it told advisers last December that it would be sending a letter of declaration and two new brochures to clients about the benefits of […]
FSA turns to sub-prime and lifetime mortgages
The FSA will focus on sub-prime and lifetime loans in the second stage of its mortgage effectiveness review.The regulator says it is concentrating on specialised areas where the risk of consumer detriment may be high.It will also look at whether consumers are taking out suitable, good value mortgages and are treated fairly over the life […]
China: growth defence or another debt-fuelled boom?
By Douglas Turnbull, Head of Chinese Equities at Neptune Following recent stimulus efforts from Beijing, Neptune’s Douglas Turnbull examines how the government’s long-term reform agenda can be balanced with supporting growth and addressing structural challenges, and the investment opportunities arising from this.Click here to read more Important information: Investment Risks Neptune funds may have a […]
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Roderic Rennison: 10 steps to a solid strategic plan
A well-written, well-executed strategic plan is key to enhancing the value of an advice firm
Pensions watchdogs to share information
The Pensions Ombudsman and The Pensions Regulator have agreed to share information to increase their understanding of issues in the sector. The agreement follows the FCA and TPR announcing in February they will work together on a strategy to tackle risks in the pensions sector over the next five to 10 years. The agreement announced […]
ATS staff departures continue as platform commits to improved adviser experience
Platform Alliance Trust Savings continues to be affected by staff departures as three senior executives are understood to have left the business. Money Marketing understands commercial director Ed Carey and customer services director Gordon Murray have recently resigned from their posts. According to LinkedIn, Carey joined ATS in 2016 as sales director before taking on the commercial […]
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