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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When Selectapension stopped executing defined benefit pension transfer advice last year, eyes quickly turned to its key partner firm: CFPML. A previously unknown entity, the FCA reviewed CFPML as part of its work, and a little big of digging from Money Marketing uncovered it was actually a two-man band advice firm just down the road from […]
The end of the “boom” in pension transfers could be in sight, consultancy the Lang Cat predicts. The Lang Cat has published its latest platform market scorecard, which found pension gross inflows to platforms dropped 16 per cent in the first quarter of 2018 when compared to the fourth quarter of 2017. This was compared to […]