Cheltenham & Gloucester has appointed Mike Mitchell to its executive team as mortgage director. He takes over from retiring mortgage director Roger Malvern.
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, […]
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It is encouraging to see the FCA close in on lazy fund management, but more needs to be done Without fanfare, the FCA has confirmed its intention to punish lazy fund management. Several groups have been persuaded into voluntarily compensating investors who bought their beta-posing-as-alpha products, otherwise known as closet trackers. The regulator suggests that […]
Ex-GBST man and FinoComp chief executive Ray Tubman on the need for a brave new world of interoperability Platforms running on proprietary technology often see this as a competitive advantage, even if it is expensive to run. But ex-GBST man and now FinoComp chief executive Ray Tubman does not believe outsourcing is the poor relation. […]
Ahead of speaking at Money Marketing Interactive in May, founder and director of The Yardstick Agency Phil Bray gives tips on how advisers can improve their public image and why the FCA should rethink their plans for the register On a scale of 1 to 10, how optimistic are you about the advice market for […]