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Burns Anderson moves into S Wales

Burns-Anderson IFA has opened a new branch in Cardiff Bay, its first office in South Wales. It will be run by husband and wife Lee and Morwenna Clarke.

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Man from Skandia

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 chief lights up bookshelves

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 works out bond redress

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.

Guide

Guide: 10 required letters — what to send, to whom and when?

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.

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