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 […]
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The Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology