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Christows to run adviser investment seminars

Christows the discretionary portfolio manager is setting up series of adviser seminars on investment client strategy.

The courses, to take place in January and February, will include sessions on the investment outlook for 2006, predictions for the Aim market, Christows multi-manager strategy, the seven sins of fund management and the retail sector and UK consumers.

Speakers will include chief investment officer Jim Wood-Smith, director and fund manager Henry Rising, fund manager and head of collective fund research Dan Kemp and investment director Mark Northover.

In Birmingham Evolution Securities retail analyst Nick Bubb will present on the retail sector and the UK consumer.

Christow director sales and marketing Robin OGrady says: We are hosting these seminars to introduce professional advisers to the range of new products and services that Christows provides.


Investec backs conference

Investec Private Bank is sponsoring the 2006 joint Pensions Management Institute and UK Society of Investment Professionals conference on January 26.

Close Bros ponders mortgage move

Close Brothers could confirm a launch into the mortgage lending market by the end of January after completing an internal review.

PFS and CII in threat to kick out phoenix firms

The Chartered Insurance Institute and the Personal Finance Society are threatening to fine or expel any members involved in phoenixing. Society president Brian Steeples warns that any members involved in phoenixing will be reported immediately to the CII’s disciplinary committee by the CII professional standards board. Firms found guilty of breaching the institute’s code of […]

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(Another) downhill stroll — retirement planning

A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.


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