The FSA is imposing a 30-month deadline for advisers to complete all modules of their qualification as part of new requirements for individuals carrying out retail activities.
THE EDITOR’S WEB COMMENT OF THE WEEK
Schroder’s income co-fund managers Nick Kirrage and Kevin Murphy have increased their exposure to BP over the last 24 hours within the firm’s £1.52bn fund.
Sanlam has made two senior appointments to its UK IFA distribution team. Former Canada Life senior tax consultant and manager Chris Allatt has been appointed Sanlam UK senior technical consultant while former Buckles Investment Services investment solutions manager Rick Eling has been appointed Sanlam UK head of IFA investments. South African financial services firm Sanlam, […]
By Jamie Clark, Business Development Manager The pensions revolution is almost upon us. As with any revolution, there will be winners and losers. The winners in this case could presumably be the politicians that orchestrated pensions freedom and choice just before the general election. As for the losers, there may be many thousands of people […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]