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 number of Sipp related complaints at the Financial Ombudsman Service has continued to rise. Between July and September, 767 Sipp enquiries were received, FOS data out today shows, compared with 678 for the previous three months. Sipp complaints are now more than 50 per cent higher than they were in early 2016. 193 made […]
Three fund selectors give their views on choosing passive funds, blending, and investor suitability
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”. […]