View more on these topics

CII picks duo to deal with RDR

The Chartered Insurance Institute has recruited Lorraine Cox and Mick Whatley as development managers in preparation for changes in the wake of the retail distribution review.

The pair both have over 20 years experience in financial services, joining from Axa and Legal & General respectively. They join Jim Baylis, Roger Nelson and head of business development Steve Aspinall.

Aspinall says: “Lorraine has experience in a variety of sales and marketing roles both with the IFA and tied markets and Mick is very experienced in sales management and all aspects of learning and development.

“Both have recently been working in the bancassurance sector, which is an area where we are looking to expand our relationships.

“We have recruited specifically to complete a commercially aware and industry-experienced team who are able to work strategically with national organisations in planning and developing ideas to achieve their corporate goals and to support and guide them through the retail distribution review developments.”

Whatley says: “The retail distribution review provides the need to support and guide companies in how the shape of the market looks.

“I am looking forward to using my knowledge and skills to support companies with all the requirements that the RDR may bring.”


Brokers bitter that FSA failed to focus on big banks

Advisers have launched a scathing attack on the FSA for its handling of Northern Rock, claiming it chose to overburden small advisers while turning a blind eye to the big banks.The Mortgage Practitioner sole practitioner Danny Lovey says it was obvious that Northern Rock would get into trouble but the FSA chose to bury its […]

FAS pensioners will get higher rate tax break

Work and Pensions Secretary James Purnell has today confirmed that anyone getting a payment via the Financial Assistance Scheme will not necessarily have to pay higher rate tax.Those pensioners receiving £40,000 or less a year – which is the majority of the members – will not move into the higher tax bracket.Payments via the FAS […]

Shake-up for shared equity

There is little cheer to be had as far as mortgages and the housing market are concerned. But the Budget, which was disappointing in many ways, at least managed to come up with something positive to help those struggling the most.

Bubble bursting for city flat prices

Abbey deputy chief risk officer Iain Laing believes that flats will be hit hardest in a housing market downturn.Speaking at last week’s key account conference, Laing said: “We can see one very clear story in that the market for flats, particularly city centre flats, looks disastrous at the moment. We have seen big devaluations and […]

Bonds going bust? Not so fast….

In recent months bond bears have been reinvigorated, and market commentary suggesting “the end of the bond (bull) market is near” has become commonplace. We think these comments are premature. Explaining the global government bond sell-off October has seen renewed pressure on global government bonds, initially provoked by a Bloomberg article suggesting that the ECB […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm