IFA champion and former Conservative vice-chairman Howard Flight is on the A-list of Tory candidates to fight safe seats at the next general election, according to sources close to the Party.
FundsNetwork’ latest series of nationwide user forums will take place in June featuring Fidelity, Henderson and Jupiter. The 18-venue roadshow will include presentations discussing asset allocation strategy, property investment and income generation in a low yield environment.
Lehman Brothers has announced the amalgamation of two of its mortgage subsidiaries Preferred and SPML.All loan operations of the pair will be combined but both will retain the underwriting philosophies of the different brands and sales forces to service their particular fields. Lehman has yet to decide whether to combine the two offices.It has also […]
The FSA must wake up to the fact that current industry reporting requirements are not based in reality, according to independent consultant Ned Cazalet. Cazalet warned the IEA annual conference last week that product providers are not disclosing real profits as their new business numbers in life and pensions are based on money being recycled […]
Lawrence House Fund Managers is offering a Sipp with no set-up costs or charges for the first year in conjunction with pension specialist DA Phillips. The two firms will pay the 805 set-up and first-year costs of the premier trust Sipp for any client introduced by an IFA. Minimum investment is 150,000 to qualify for […]
Research from Jelf Employee Benefits and retirement workshops specialist LaterLife Learning shows that one in two employers could offer their older workers greater remuneration flexibility so that they can benefit from the new Freedom of Pensions rules.
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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 […]