The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Alliance Trust Savings chief operating officer Allison Fower has left the business after just eight months with the firm. ATS confirmed Fower left in August. Prior to joining ATS she spent two years as platform and proposition consultant at Prudential. At ATS Fower was responsible for operations, change, IT and proposition. Candid Financial Advice director […]
Some people really like Harry Styles. Some prefer death metal. Others are more ensconced in the dancehall influenced, garage-jungle infusion known, since its first beats started booming their way out of east London council estates, as grime. Try as Messrs Cowell, Walsh et al might, any record executive attempting to fashion the next best thing […]
Asset managers should review their fund ranges semi-annually under the new Mifid rules and weed out the products that are no longer relevant, Morningstar’s director of manager research services says. Currently many asset managers are complacent in monitoring whether their funds are up to scratch, Jackie Beard says, but under the revised directive investment firms […]
By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner. Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]
- Top trends
- Top trends
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- Paul Lewis: Financial advisers and journalists are one and the same
- Who were the winners at the Money Marketing Awards?
- How much are advisers charging for pension transfers?
- Aegon apologises to advisers over Cofunds replatforming
News and expert analysis straight to your inboxSign up