Mod legend Paul Weller recently organised his daughter’s birthday bash and his guitar technician recommended punk band Breene to play at the party. The band’s lead vocalist is Eddy O’Dwyer, whose day job is business support co-ordinator with Skipton Financial Services. The Diary wonders whether Breene did a cover of Weller’s ode to financial services, Everything Has A Price to Pay? Pictured are Eddy (far right) with Weller, along with (from left) Chris Smeaton, Joey McEvoy and Kurt Wood.
Online proposals for critical-illness insurance are open to abuse because the ombudsman can question the contract, says exIFA Brian Lentz.
I recently listened to an address by the AMI’s Chris Cummings, someone who is closely involved in the mortgage market. He quoted some interesting statistics. There are 37,000 mortgage intermed-iaries. In 2003, there were just 98 complaints against them, of which 49 were upheld.This tells us a few interesting things. First, such a small ratio […]
What steps have you taken to check that whoever you do business with manufactures, promotes or sells products in a TCF-consistent manner?
Winterthur Life pensions stra-tegy manager Mike Morrison says IFAs are still unable to give definitive advice to clients while they wait for details on pension simplification.
Artemis US equity manager Cormac Weldon finds US companies he thinks will thrive, even in challenging markets. To watch the video click here
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]