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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The Government should make it easier for advisers to sell products that blend income drawdown with insurance to meet future care costs, according to former pensions minister Steve Webb. A paper published today by Royal London calls on the Government to introduce policy changes which allow new products to be created that pay for long-term […]
Independent governance committees at big-name pension providers are failing to safeguard the interests of savers and the FCA must take action, fresh research finds. In 2015, the FCA required contract-based pension providers to appoint IGCs to act as champions of savers’ interests. IGCs are required to publish annual reports to increase transparency and encourage comparison […]
The FCA is reviewing the content of its pension transfer specialist examination standard in light of recent issues with pension transfer advice, Money Marketing understands. The regulator does not offer qualifications but it does have a role in setting standards for exams and publishes “appropriate examination standards” guidance. Money Marketing understands a working group, mostly […]