Jonathan White has been appointed strategic relationship manager at The Exchange. He joins from Bankhall where he was director of provider management. He worked for Misys for 10 years in a number of senior roles, including head of strategic partnerships.
Foreign & Colonial investment trust has outsourced management of its American and Japanese assets and introduced an overall performance fee. The 450m US large-cap portfolio will be split between four managers while its 120m Japanese portfolio will be run by Goldman Sachs. Management of the US small-cap business will stay with F&C. F&C says it […]
The ABI is starting an expert working group on HIV to inform the insurance industry on best practices and policy in dealing with HIV issues. It will be chaired by Professor Donald Jeffries and includes underwriters from leading reinsurers, medical consultants and pinkfinance.com editor and IFA Chris Morgan.
I was not surprised to read of Messrs Lawson and Ritchie’s handbags at 50 paces, with the ever conciliatory Iain Naismith as referee.
The Nottingham Friendly Society says parents of older children have been spurred into saving by the Governments publicity surrounding CTFs.Sales of the building societys second step tax exempts savings plan (TESP) doubled in the wake of government advertising for CTFs. Nottingam Friendly says parents of children too old to invest in CTFs are more likely […]
As more and more providers start to reveal their stance on the charge cap and removal of commission and active member discount pricing, we thought it would be worthwhile to look at what these are, and the steps businesses should be taking to prepare for this.
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Providers are reviewing their marketing packages to advisers at conferences and on websites amid concerns they will fall foul of new inducement rules under Mifid II. Mifid II, which came into force on 3 January, brought in more stringent rules around “non-monetary benefits” from providers to advisers. The rules have been translated into the FCA conduct of […]
A misleading headline rate of unemployment means opportunities are being overlooked by investors
The FSCS is budgeting an extra £3.5m to cover the cost of running the scheme this year. The management expenses levy, which is used to cover the cost of administering the scheme separately from any compensation payments made, proposed for 2018/19 by the FSCS today is £77.7 million, up 5 per cent on the previous […]