Berkeley Berry Birch is planning to introduce home information packs in conjunction with The Live Organisation, which provides residential conveyancing services. The Hips will be available to estate agents linked to advisers of the group. They will be offered with no up-front charges to either the client or the estate agent.
The Tenet Group is setting up two new businesses to create a support services suite for directly regulated IFAs. IFA Professional, the support services provider for investment and pension intermediaries, will be positioned alongside new firms Mortgage Professional and Insurance Professional, which both launch in early September. Glenn Chapman, who joined Tenet from Sesame in […]
Invested has appointed John Tevenan from DWS as London sales director. Tevenan will focus on City and West End intermediaries and wealth managers. He also becomes a director of Investec. Tevenan was head of discretionary sales at DWS since 1999 focusing on London and the Channel Islands.
The HomeBuy Scheme is in turmoil, with confusion over how it will be implemented, who will be involved and whether those lenders willing to take the plunge will be ready for trials of the scheme in April 2006.
38 per cent of advisers have done nothing to prepare for the FSAs new mandatory electronic reporting regime, according to research from technology firm 1st.The survey also shows 13 per cent of firms have not even heard of online reporting which has been in place since July 1, although the first deadline for submissions has […]
Last year proved to be a busy time for Johnson Fleming’s events team. In addition to attending and hosting events across the country, the company orchestrated a series of webinars that took place throughout the year.
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]