Charity was the real winner at the Money Marketing awards last week – along with the dieting industry.The HSBC table raised £70 for Comic Relief by persuading Hargreaves Lans-down’s vegetable-dodging investment manager Ben Yearsley to eat three helpings of “white chocolate tulip” dessert and 20 large after-dinner chocolates to raise money for the starving.
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Cheltenham & Gloucester is offering two new prem-ium tracker and premium discount mortgages. The two-year premium tracker mortgage will track at 0.14 per cent over the Bank of England base rate until April 30, 2007. It is offering a current rate of 4.89 per cent. The two-year premium discount mortgage offers a discount of 1.85 […]
Deutsche Bank has appointed Axel Benkner as global head of retail for Deutsche Asset Management (DeAM). Benkner is currently head of DWS Investments in Europe and will continue to be the head of DeAM Europe. In his new role, Benkner will asume responsibility for all of DeAMs retail businesses, including DWS and Scudder Investments, with […]
Phil Billingham Associates is to merge with David Williams Training to create Haven Risk Management.
Jelf Employee Benefits has given its initial thoughts on the chancellor’s 2014 Autumn Statement. The company is seeking to isolate the sections of the speech (and the supporting document) that are relevant to the employee benefits debate. The first such area is pensions related.
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Advisers will need to review their sales process ahead of new regulation designed to increase competition in the shrinking annuity market. The FCA published a policy statement in May last year setting out requirements for firms to tell consumers how much they could gain from shopping around before they buy an annuity. The directive comes […]
Money Marketing talks to Mazars Wealth Management chief investment officer David Baker about how the firm makes its investment decisions Is your investment management kept in-house or outsourced to a third party? We like to keep as much as possible in-house as that tends to give us a deeper understanding of the decisions we have […]
Nothing works better at aiding understanding than stories based on experience Stories have been used to pass knowledge and wisdom down the generations throughout history. For advisers, they help remove the complexity of what we do for clients. And nothing works better than stories based on experience. Over the past few months, I have experimented […]