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Close AM appoints head of financial planning

Close Asset Management has appointed Beverley Lavin as head of financial planning.

She will be reporting to Steven Mendel, head of UK wealth management and will be based in the Bristol office.

Lavin joins from Brewin Dolphin Ltd, where she spent five years, culminating as the national head of financial planning. Prior to joining Brewin Dolphin, Beverley was a regional financial planning business unit head at Grant Thornton, Accountants and Business Advisers.

Lavin will be responsible for promoting Close’s financial planning services and also further recruitment within the department.



FSA delays Tesco Bank launch

Tesco’s plan to launch a lending arm could be delayed by up to 12 months due to the FSA’s current tougher line on authorisations. The supermarket had originally planned to launch its new lender, Tesco Bank, this autumn but the Guardian says it has yet to receive FSA authorisation. The report says the delay is […]

Andrea Rozario

The fees factor

The charges gap between lifetime mortgages and ordinary loans is widening and borrowers don’t feel they are getting a good deal Annie Shaw reports


Panorama slated over pension report

IFAs and contributors to the BBC Panorama programme on pension charges have hit out at the way the issue was presented. Who’s Taken My Pension?, broadcast on BBC1 on Monday night, highlighted three pension funds and calculated that over 40 years a person contributing £200 a month would pay bet-ween £82,500 and £99,900 in fees. […]


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