I have always been a huge admirer of Nigel Thomas and George Luckraft, now at Framlington. They have both performed extremely well since they joined from ABN Amro. They started managing Framlington funds in September 2002 and over the past year have produced outstanding results. For example, Luckraft's equity income fund has risen by 48 […]
The FSA's deadline for direct authorisation registration is upon us and the networks are lining up their mortgage offerings. After April 30, firms are not guaranteed that their direct authorisation applications will be processed in time to continue doing business and networks are seeing this as the perfect opportunity to bring new recruits on board. […]
Investment research company Investors Partnership Research is designing a bespoke portfolio management service for small IFA firms. The company is in negotiations with several big IFA networks and nationals to provide them with bespoke discretionary portfolio management services. It plans to develop a scaled-down version of the service using a software package for smaller IFAs […]
Jelf Employee Benefits has released a guide to help employers communicate the recent raft of pension legislation to staff. ‘Your Guide to Pension Freedom’ will help employers meet their duty of care in explaining the changes to employees and in turn will help employees take more control over their pensions and retirement decisions.
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]