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Dalby moves to Norwich Union

Bates Investment Services head of investment research James Dalby is believed to be moving to Norwich Unions investment products team.

Dalby, one of the UKs foremost investment commentators, will work with NUs fund managers and liase with fund managers externally to design and build investment products for the provider.

An announcement is expected shortly.

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FSA fines Kings IFA for misleading financial promotions

The FSA has fined a Maidstone-based IFA 60,000 for approving misleading financial promotions and related control breaches.Kings IFA has been punished for promotions issued by an unregulated firm Regal Partners Ltd, which acted as an introducer for Kings. The promotions concerned pension unlocking, a process by which a consumer can release their pension assets before […]

S&W widens Nucleus fund reach

Smith & Williamson will be marketing its Nucleus American trust, Nucleus global investment fund and Nucleus fixed-interest trust to a wider investment base, including fund of fund managers, from the new year

Guide

Guide: day-to-day tasks ​— can your system manage?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. As well as highlighting what is required from a system to ensure it is up to the tasks, an overview of the following is also provided: data validation; data categorisation; employee communication; opt-in process; opt-out process; produce contribution schedule; contribution reconciliation process; upload of member data to pension provider; upload contribution to pension provider; manage salary sacrifice process; enrolment process; re-enrolment process; and management of increased employee queries.

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