Angus Duncan is joining Smith & Williamson to head its distribution team from January 2. Duncan joins from Aon Asset Management and was previously at Skandia.
The Barclays guaranteed FTSE account issue N6 is the Steve Davis of the investment world – dull and unsexy but dependable and potentially quite successful.OK, I am showing my age with the analogy but Barclays does deserve credit for maintaining a consistent presence in the maturing Tessa-only Isa market via incarnations of this plan. It […]
The regulator comes out smelling of roses after one crisis or another
Were there any real surprises from the Chancellor’s pre-Budget statement last week? The ending of the alternative secured pension loophole was well signalled.
edeus has launched four shared exclusive products to packager partners BDS Mortgage Group, Chase UK, Solent Mortgage Services and Mortgagematch Homeloans. The product is aimed at the medium adverse range. edeus director of national accounts Peter Charge says: “We believe in the packager market and choose our business partners carefully starting with these associations, who […]
Simon Edelsten, manager of the Artemis Global Select Fund, examines the long-term trends that they have exploited since the fund’s launch five years ago. Looking ahead, he explains the stock-specific opportunities the team are finding. Click here for full article
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]