IFA Berry Birch & Noble has appointed Colin Cameron as a director. He joins from Aon Consulting where he spent 13 years as a senior consultant and board director.
Premier Asset Management has recorded pre-tax profits of £1.1m and earnings per share of 1.31p for the year ended September 30.Its funds under management increased to £296m from £250m in 1997.It says that it has successfully launched its Premier Protected Assets Fund.
NPI says it is one of only four major IFA providers to have already complied with PIA guidelines on pension fund withdrawals.It says its drawdown illustration system has been amended to show both critical yield type A and type B on a client specific basis as stated in the PIA guidance notes.Drawdown Product Manager Jim […]
PPP lifetime care director Peter Gatenby is quitting the company because he says there is no longer a job there for him.Gatenby says there was no actuarial role left for him following Guardian Royal Exchange's divisional restructuring on November 12 of this year.He says: "The only role that I would have considered taking was managing […]
The IFA Association has written to all 2,800 member firms to explain its position on phase two of the pension review.The IFAA says it supports speedy redress for clients financially harmed through wrongful adviceBut it wants to create a filter to differentiate between clients advised to take a non-viable transfer and those "who made a […]
Johnson Fleming has launched its new managed auto-enrolment service, designed to support SME businesses of up to 250 employees. The managed auto-enrolment service is not just about providing businesses with a software system for them to manage themselves, but more about outsourcing the administration of the project and scheme to Johnson Fleming’s auto-enrolment staff.
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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 […]