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.
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
Former Royal Liver finance director George McGregor has been accused of signing off contracts worth £3.6m with an investment advisory firm owned by former Royal Liver investments head James Stuart-Smith.
Barclays Wealth – Defined Returns Plan Annual Kick Out April 2010
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 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 […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
The Financial Ombudsman Service has appointed Money and Mental Health Policy Institute vice chair Richard Lloyd to lead an independent review into its complaints handling process. The former Which? executive director has been charged with producing a report into FOS’ practices after a Channel 4 documentary earlier this year suggested a number of failures at […]
Aberdeen Standard Investments has voted against multi-million pound payouts for senior executives at housebuilder Persimmon. Persimmon held its annual general meeting today. There was a huge outcry at the end last year when it emerged the chief executive, chief financial officer and managing director of Persimmon were in line for huge pay packets as a […]
Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]