Collegiate is offering professional indemnity cover for smaller IFA firms which deals directly with the firm.Collegiate Direct will launch in September and is targeted at – but not limited to – adv-iser firms with a turnover of less than 200,000 which are not serviced by insurance brokers because of their size. Head of underwriting Richard Turnbull says smaller firms represent a lower overall risk profile so the application process will be simplified. He says applicants complete a short proposal via email or through the firm’s website.
A lot of advisers probably think that the Government has been talking out of its Asp in recent weeks.
Those kind folk at Invesco Perpetual invited a select few financial hacks to the cricket last Friday to witness the Fourth Test between England and Pakistan at the Oval in London. Apart from Lansons’ Jonathan Grove explaining to a novice cricket fan just what a spin bowler is, why Monty Panesar is a likely candidate […]
The FSA has contracted Capgemini, Tata Consultancy Services and Xansa to upgrade its IT systems and says the move will enable it to cope with bigger demand more effectively.
Coventry Building Society
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Matt Shafer, Head of International Distribution, discusses the firm’s philosophy around Durable Portfolio Construction, particularly the importance of putting risk first, thinking about better ways to use traditional asset classes and how to position alternatives in portfolios.
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The New Model Business Academy received just over half the Government funding for its apprenticeship programme it was hoping for, which has led to paraplanner and administrator apprenticeships being shelved. NMBA, which is part of the SimplyBiz Group, announced earlier today it is opening applications for its apprenticeship programme this week. In December, it received […]
Platform Alliance Trust Savings must compensate a client after he was unable to make several investments because the online service was down. The client, Mr W, had around £2m in his Sipp fund with ATS. In late June 2016, his advisers tried to make a number of investments into specific funds, however, these did not […]
Last year, Money Marketing took a deep dive into how advisers are remunerated with an extensive reader survey. This year, we’re going even bigger and better, teaming up with recruitment consultancy BWD to bring you the definitive picture on pay. With your help, we hope to decode how qualifications, employment status, geography, gender, job title and other […]