An investment bank is planned that will control £2bn worth of equity for investing in green transport and sustainable energy.
Having worked on both sides of the fence for advisers and providers, it’s sometimes perplexing to think we are all in the samefinancial services sector. I know this sounds like a cliché but the one common factor that should unite both sides is the client. Actually, “client” always sounds a bit holier than thou and […]
The Investment Management Association has announced that it is to include a number of offshore funds within its sector classifications from April 1, 2010.
Transact is considering launching a group personal pension on its wrap. Managing director Ian Taylor says the wrap is at an advanced stage of developing the systems for GPPs. He says: “There is opportunity in the group personal pension market and we have been looking at this for over a year. It is a matter […]
By Jamie Clark, Business Development Manager It seems that auto-enrolment has been relatively successful so far: Figures from the Pensions Regulator show that since the start of auto-enrolment, over 60,000 employers have put more than 5 million members of staff into a workplace pension. The adviser and pension provider markets have so far managed to […]
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The Financial Ombudsman Service will be reviewed by an independent person following claims of poor staff training and alleged biases in its decisions that were exposed in a recent Channel 4 investigation. Treasury Committee chair Nicky Morgan wrote to FOS chief executive Caroline Wayman on 13 March asking for more information about the findings of […]
There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]