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FCA to crack down on ambulance chasers

Claims management companies must be more specific on separate permissions and competency when they come under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, […]

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Overexposure to VCTs and EISs could affect sale value of a firm

Overexposure to venture capital trusts and enterprise investment schemes could potentially put off buyers when advisers try to sell their businesses, chief executive of Capital and Trust Patrick Isaacs warns. Speaking yesterday at Money Marketing Interactive, Isaacs says advisers looking to sell their firms could hit problems if their clients are reliant on VCTs and […]

Investment committees: Top tips

After our recent roundtable on investment committees we sat down with the attendees to find out what their key take-aways from the debate were.

ABI chief: Brexit deal is taking too long

The director general of the Association of British Insurers has told MPs that a post-Brexit deal is taking too long to form. Giving evidence to parliament’s committee on exiting the EU yesterday, Huw Evans said that “the thinking about what a future relationship would look like with our European partners is not where it needs to be” […]

Help, I’ve been appointed as a trustee. What are my responsibilities?

Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]

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