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Bates Investment defaulted by FSCS

Former Money Portal subsidiary Bates Investment Services has been declared in default by the Financial Services Compensation Scheme, with eight complaints so far totalling £130,000.


Personal matters

The Chartered Insurance Institute turns its attention to passing J01 – the exam on personal tax. As candidates grapple with the technicalities, there are techniques to help them with the main problem areas

Vanburgh fund looking to global equity income

Hawksmoor Investment Management says global equity income is the single biggest theme in its multi-manager Vanbrugh fund. The firm backs funds that focus on strong and dependable companies with aboveaverage yields, particularly as investors become less enthusiastic about chasing higher-risk areas. Chief investment officer Richard Scott says yields from firms in global equity income funds […]

The changing world of professional connections

The Legal Services Act of 2007, which opened up the legal market to competition, has put the cat among the professional pigeons. In the words of a 2015 Law Society report on what the legal profession is likely to look like in five years’ time: “Business as usual is not an option for many, if […]


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