Bradford & Bingley made a profit of 150m for the half-year, up 8 per cent from 139.4m in 2004.
It is very easy to be cynical of socially responsible investments (SRI).
Scottish Widows Investment Partnership
Swip Property Trust
Are life offices, in some strange way, undermining the companies they invest in?
Prestbury is looking for acquisitions and is in talks with a number of mortgage networks with deals set to be announced by October. It says it completed a record 130m worth of new mortgage business in July.
In last year’s FCA thematic review of the mortgage market, one of the key things highlighted was the “savvy consumer”. That’s the client who comes in the door with a very clear idea of what they need and expect you to get them it. They don’t think they need advice, they have after all consulted […]
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Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.
A recent court case emphasises the importance of robust terms of business, clearly stating the scope of agreement with a client