My business is modelled on pensions and investment. Four years ago, I looked at a number of wraps available in the market that could support my business. I opted for Skandia.There are a number of reasons that led me to that decision. Given that my business is so heavy on pensions, the fact that all […]
Cavendish Asset Management chief executive Julian Lewis has written his first novel, a children’s fantasy story set in colonial India and modernday Scotland.Lewis, who runs the firm’s 38m worldwide fund, will donate 75p for every book sold to the SOS Children charity.It has received 6,500 pre-orders and the second book in the series is due […]
Bankhall has added a new feature to its complaint-handling facility to work out investment bond redress calculations, including precipice bonds. The facility currently calculates figures for compensation on mortgage endowments.
This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]