Cicero Consulting and Conservative Intelligence are holding a breakfast briefing on Conservative plans for financial sector reform on December 1 from 8am at The American Square Conference Centre in London. Shadow Treasury Financial Secretary Mark Hoban MP will be speaking at the event.
Let’s make it clear. I am not knocking the old guard who have tended to their community and clients over the years. Lack of knowledge is a dangerous thing, yet how do we ensure that clients get the advice they so richly deserve if we do not test for it. The FSA wants to bring […]
Personal Touch chairman Martin Wilson has been suspended pending an internal investigation.
Firms looking to shed past payment protection insurance liabilities by phoenixing have got a stark warning from the FSA. At the Mortgage Business Expo, director of small firms and contact centre Lesley Titcomb told intermediaries that the FSA was on the lookout for this kind of activity. She said: “Our recent consultation paper on payment […]
There are benefits and problems to consider in moving a company pension scheme to a master trust
Johnson Fleming has received the ISO 22301 accreditation, which demonstrates the company’s ability to effectively understand and prioritise the threats to the business.
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Latest statistics show personal pensions, in particular, get a bad rap The recently published preliminary estimates from the Office for National Statistics’ Wealth and Assets Survey make for interesting reading with regards to how people view pension savings and how safe they are. The next round of this survey will be even more interesting in light […]
Beaufort Group is planning to add three more firms to its network with one deal expected to finalise next week. Chief executive Andrew Bennett says the other two small to medium-sized firms are expected to join “imminently”. In January, Beaufort Group added Statehouse Group as an appointed representative. The firm is now called Beaufort Financial […]
Significant gilt weightings continue to be recommended, despite concerning signals on their risk Government bonds play a pivotal role in a balanced portfolio; there are very few assets that provide the diversification benefits gilts can bring. So often over the last 30 years, when equity markets have zigged, bond markets have zagged, thereby smoothing return […]