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Clara Capital/Montello Private Finance – Montello Income Fund update

Clara Capital/Montello Private Finance – Montello Income Fund update

Update: Montello Private Finance’s Montello Income fund now listed on the Clara Capital website, an online alternative investment resource for IFAs and Wealth Managers




MPs call for pro-RDR IFAs to speak up

Treasury select committee member Mark Garnier has urged pro-RDR advisers to contribute to the committee’s consultation. Speaking at a PanaceaIFA RDR event in London today, the TSC member and Conservative MP said the committee needed to know the true balance of IFA sentiment as trade and professional bodies are claiming that MPs are only hearing […]


FSA warns IFAs on Ucis sold through Sipps

The FSA has stepped up its attack on unregulated collective investment scheme sales and raised concerns about Ucis sold within a Sipp. Speaking at an FSA investment managers and private equity event in Canary Wharf last week, head of savings and investments Linda Woodall said in some cases IFAs have told customers to remortgage their […]


US will lose AAA credit rating, warns M&G’s Jim Leaviss

M&G head of retail fixed interest Jim Leaviss believes the US will lose its AAA credit rating, but not in 2011. Leaviss says France is currently “the AAA economy closest to a downgrade”, while the UK is also under pressure. Leaviss says that the worry is that economic growth will not make the inroads that […]


Mortgage Brain set to acquire TrigoldCrystal

Mortgage Brain has agreed terms to acquire TrigoldCrystal in a deal which could total £9.9m. A default offer of £6.8m has been made or an alternate offer of cash, loan notes and shares totalling around £9.9m. The TrigoldCrystal board has agreed unanimously and it will now be put to shareholders. It is expected the deal […]

Certification guide

Guide: how to… certify your pension scheme

Certification is highly complex and surrounded by a minefield of information and auto-enrolment jargon, which can make it very difficult to understand. However, for many employers it is a necessary process that must be executed successfully.


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