Advisers studying for professional exams often find it difficult to find the time to revise, keep up their day job and maintain some sort of home life. For some it makes sense to study on the move, making full use of time that would otherwise be wasted, such as the train journey home or on […]
Something very weird happened to the stockmarket last week. It all started when Friends Life, the provider which has now been subsumed by Aviva, saw its share price plummet almost 6 per cent on the morning of 8 April. So what had caused this mass sell-off? Reports of jitters about the imminent mega merger? Or […]
OK, I admit it: I am a bit biased and I tend to try to look for the good. But I think this Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers. Of course, a lot of the announcements were proposals for post-election change but […]
Mortgage lenders could fall foul of treating customers fairly rules if they apply generic lending criteria following a Financial Ombudsman Service ruling against HSBC, experts warn. The FOS has upheld a complaint against the bank for unfairly rejecting a mortgage application on the grounds of age in the first case of its kind. A couple in […]
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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