Collective defined contribution schemes are back on the table. And this time, it looks like for real. At last, there is demand, albeit from just one employer, Royal Mail. The work and pensions select committee is running an inquiry and the government also appears to be taking it seriously. Unfortunately, a lot of the old […]
Consolidator AFH has bought the assets of Meritor, the financial advisory business of law firm Freeths. AFH will pay a maximum of £530,000 for the business, dependent on its performance. AFH expects the business to add around £330,000 of annual revenue. AFH chief executive Alan Hudson says: “This latest acquisition will continue the expansion of […]
Aegon has added extra telephone lines and extended its opening hours to deal with advisers enquiries after the migration of Cofunds’ advised clients to the new platform last weekend. Aegon says 11,200 users have activated their accounts and customers are trading on the platform after it moved more than 400,000 clients to the new Aegon […]
Advisers should consider recording all conversations and meetings with clients so they can present a full picture of communication to PI insurers for renewal, according to panellists at Money Marketing Interactive. Appleton Gerrard financial planner Kusal Ariyawansa says he follows the practice of recording all conversations. He says: “If people aren’t financially savvy, advice runs […]
Watch Rob Burnett, manager of the Neptune European Opportunities Fund, discuss the Greek bailout deal and its potential implications for European equities. In the video Rob discusses: Why, with the Greek crisis receding, markets can now focus on Europe’s strong fundamentals The resilience of European markets and why the recovery is on a solid footing […]
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