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Autif releases ISA training guide for IFAs

Autif is planning to release its Isa training package to IFAs next week.

The disc-based package was originally developed for Autif customer service and administration staff.

Director of training and education Victoria Nye says Autif is in negotiation with the LIA to organise distribution of the product.


Public still ignorant about flexible mortgages

Over nine out of ten people are ignorant of the potential benefits of flexible mortgages according to a survey by The Mortgage Business.The research shows that 96 per cent of customers have no knowledge of flexible mortgages when first asked.This is despite the fact that three quarters of the sample had moved or remortgaged in […]

Lazard Asset Management appoints new head of equities

Lazard Asset Management has appointed Simon Roberts as a director and head of UK equities.Roberts joins from Fidelity, where he was head of research and, more recently, a senior UK fund manager.Lazard Unit Trust Managers managing director Rupert Tyer says Roberts will play an integral part in developing Lazard&#39s presence in the UK financial services.

Baker Tilly buys Caswell & Co

Baker Tilly Financial Services has acquired Oxted based IFA Caswell & Co. The acquisition will be merged into the existing BTFS team strengthening the company&#39s 10 offices.

Hewitt signals end of name and shame list for phase one

Treasury economic secretary Patricia Hewitt has announced the end of the monthly name and shame list for phase one of the pensions review.She says the 21 remaining firms have been removed from the Treasury&#39s list, joining the 20 firms that have earned promotion from the list. Ms Hewitt says: &#34It is good news that it […]


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