Norwich Union is hosting a series of investment roadshows to help IFAs prepare for the ISA season. The sessions will examine the role of equities, with-profits, fixed income and property in building a balanced portfolio.
”This is PR, don't you know darling.” Ex-Money Marketing journalist turned Aegon PR Adrian Cammidge shows how much life has changed in a few short months, prompting the newsdesk's favourite cartoon”There is an old Scottish saying – never trust a Slovakian girl armed with a bottle of port and a packet of oatcakes.” – Aegon […]
The Occupational Pensions Regulatory Authority is asking the pensions industry for advice on changes to its reporting procedures. Opra says its main aim is to focus on matters that pose serious risks to members.
What lessons can we learn from the events of the last 12 months? Most executives of IFA firms say it has been a very difficult year although business picked up in the second half. The reasons behind this are clear. War in Iraq contributed to a sense of uncertainty by investors. As reform of our […]
By Denise Wond, marketing manager We’ve heard a great deal about Generation Rent in recent years but what does it actually mean for consumers and advisers and has the face of the typical renter changed? The picture is certainly more diverse than it used to be. Homeownership is at its lowest point in 30 years, […]
Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]