Clerical Medical will open the Clerical Medical Fidelity worldwide special situations fund to new business this week. The composite fund invests equally between Fidelity’s UK and global special situations funds.
IFA network Financial Limited has changed the wording on its website amid concerns that some of it could have breached financial promotion guidelines. The website featured a claim that collective investments are almost guaranteed to make money. When Financial Limited’s managing director realised this, he admitted it was an error by a website editor. The […]
BlackRock MLIM European dynamic manager Niall Gallagher is leaving the group after nine years to join US fund manager T Rowe Price. Gallagher will be replaced by European equities head James MacMillan.
Stockbroking firm Collins Stewart has established the Aim Portfolio Service which aims to reduce potential inheritance tax liability and provide capital growth.
Prudential is cutting 30 jobs in a restructure of its broker sales team.Pru says 150 people across its intermediary sales division will have to reapply for their jobs with 60 positions being axed. The restructure will create 30 new posts in a move that will see the headcount on its intermediary distribution team cut from […]
Graeme Ballantyne, business consultancy manager, looks at how you can maximise the opportunities through your professional connections As we move through the summer months it’s perhaps a good time to pause and reflect on whether the plans you’ve made for your business are bearing fruit. One area we at PruConsulting know many advisers have been […]
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The Work and Pensions select committee is launching a new inquiry into defined ambition pension schemes, which were legislated for but not fully implemented in 2015. The inquiry will consider whether collective defined contribution arrangements can give better outcomes than traditional DC plans, how they might be governed and whether seriously underfunded defined benefit schemes […]
Never forget that everything counts. Every aspect of your business says something about who you are, what you value and the kind of experience a client can expect to have should they choose to give you the time of day. Brochures, employees, products, packaging, wallpaper, flowers, absence of flowers – each small detail is communicating […]
Mick McAteer on being a ‘critical friend’ to the industry