Bradford & Bingley IFA Charcol Holden Meehan, has recruited a regional sales director and three new sales managers to manage its expanding adviser teams. The company is aiming to double its advisory force within the next 12 months.
Over the last three years, during the longest bear market since the 1930s, many of you have focused more on protection.This has been a means of generating income in a market that has sometimes been difficult for investment business. In many segments of the market, volumes have been heavily influenced by price but there are […]
Bangkok financial services firm Water-mark Capital Management is setting up a platform that allows firms and experienced investors to buy traded life policies online.Tradelife.com is an execution-only platform that allows online trading in TLPs and access to real time fund prices and information on products and the market. The site also includes an income calculator […]
Winterthur Life UK Limited has appointed a new director. Former Winterthur Life head of individual sales David Thompson has been promoted to sales director, with responsibility for Winterthur's distribution in the UK market.Winterthur Life chief exectuive Mike Kellard says: “David has made a tremendous impact on the company's sales strategy over the last four years. […]
The ABI's updated code of practice for HIV and insurance is beginning to take shape with its first consultation document published this week.Last updated in 1997, the statement covers the treatment of applications for life and protection insurance where HIV can be an issue. The ABI has consulted with the insurance industry and groups such […]
According to Doug Rice, managing director of international services, in 2015, managing their international duty of care will become an increasing focus for UK-based overseas organisations in both managing their short- and longer-term challenges. As a result, strong independent advice and innovative technological solutions will become more important than ever in managing their global benefits.
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Three advice firms have stopped giving pension transfer advice following work by the FCA over the future of the British Steel Pension Scheme. A statement this afternoon details the FCA’s “information gathering exercise” to identify the firms that have been most active in advising people to transfer out of the scheme. The regulator got information from […]
The FCA has launched a consultation on its approach to authorisation and competition, which will be open to responses until March next year. Following the launch of the FCA’s mission in April, the approach documents are the second and third in a series of papers explaining how the watchdog tackles regulation. The first document, the […]