View more on these topics

Beckett white labels Standard Life wrap

Beckett Financial Services will launch its wrap on May 1 for its new wealth management service, provided by Standard Life.

The Bury St Edmunds firm, with 20 authorised individuals including 5 CFPs, says the launch is a core part of its client offering, following a clearly redefined strategy for the business that saw it investing in new technology systems and appointing key executives within the business.

Beckett managing director Chris Barnes says: “It is a clear message to our clients that we are determined to stay at the forefront of solution driven financial services. Investors are increasingly more exacting in their financial planning requirements.

If Advisers do not up their game, they deserve to lose their clients’ business to a rival adviser that can match and surpass the clients’ service expectations. Improving mortality and higher standards of living mean clients need a progressive relationship with a proactive adviser who provides a service that constantly monitors and manages their investments, consistent with their tolerance to risk and financial aspirations.”

Recommended

Banks build fund to fight FSCS reform

The British Bankers’ Association is building a fighting fund to finance legal action against the FSA over its restructuring of the Financial Services Compensation Scheme in an attempt to torpedo plans that would save advisers millions.Money Marketing understands the BBA will seek a judicial review, unless current proposals are altered, and is sounding out other […]

Brown’s national stealth disservice

Money Marketing editor John Lappin considers the revelations over Chancellor Gordon Brown’s much criticised tax raid on pension funds.

Kearney makes move

Former Artemis fund of funds manager Aidan Kearney is to be reunited with former colleague Rob Bowie at Credit Suisse Asset management after being appointed co-head of the UK multi-manager team.Kearney previously headed the 134m Artemis fund of funds range which was bought by CSAM back in April 2005.He left at the time to join […]

Guide

Guide: reporting to the Pensions Regulator — what and when?

Johnson Fleming has published a step-by-step guide demonstrating the importance of record keeping and reporting, and how it can ensure you operate a successful scheme. The guide takes you through some key questions you need to ask and identifies the information you need to obtain. The topics include: why you need to keep records and the benefits of doing this; registering your scheme; what information you need to record to ensure you meet the Pensions Regulator’s requirements; and what items need to be recorded and when.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com