Friends Provident PR Russell Spink tells us that while he was working at the BBC, he once met Stephen Fry in the Green Room and asked him to call his mum to wish her a happy birthday.Mr Fry kindly obliged, telling his mum: “Hello, it’s Stephen Fry here. Happy f**king birthday.” The gesture certainly made his mum’s day and Spink has been exploiting it ever since.
Financial advisers must take some responsibility for the lack of desire to close the pension and protection gaps
Park Row’s chief executive is a keen proponent of personal development and he is aiming to use that enthusiasm to achieve ambitious goals for the newly merged company. Interview by Samantha Shaw.
An American firm specialising in stress-testing life and pension products is lining up a move into the UK. Boston-based Dalbar is set to expand into Europe, with Syndaxi managing director Robert Reid co-ordinating its approaches to life offices. Dalbar will start its first survey this month and is inviting major providers to take part. Firms […]
As Money Marketing uncovers another raft of claims manage-ment firms excesses this week, the debate is raging about who should regulate them.
By Amanda Docherty, marketing manager More people than ever are living with critical illnesses like cancer. And this will only increase as the years go on. In fact, the number of people currently living with cancer is expected to grow from 2.8 million to at least 4 million by 2030*. Improving survival rates are, without […]
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Sesame must compensate a client who complained she was missold a personal pension by one of the network’s former appointed representatives. According to a Financial Ombudsman Service decision, in 2002, Mrs P met with an adviser of a business that was at the time an appointed representative of Sesame. Following this meeting Mrs P agreed […]
Financial advisers need to engage in less systematic risk tolerance testing to position clients for high investment returns, according to risk profiling firm Oxford Risk. Speaking at a FinaMetrica/miPlanPlus event today, Oxford Risk head of behavioural finance Greg Davies says suitability across the industry is “rife with poor practice”. Davies says the most common adviser […]
The FCA is attempting to ban the boss of a debt management firm for allegedly using client money to purchase the business. Darren Lee Newton purchased First Step from former director Christine Whitehurst in 2013. The FCA argues he funded the deal through client money rather than out of his own pocket. Newton allowed more […]