Friends Provident has been voted service provider of the year at threesixty’s product provider awards in London.
The provider won the most votes in a survey of threesixty’s client base of 350 IFA firms.
Training provider of the year was awarded to Just Retirement, which won the most votes based on a survey of IFA attendeeds at threesixty’s Key Issues Seminars, which were staged throughout the country last year.
Assureweb was named IT provider of the year.
Scottish Equitable is extending its post A-day pension range with the launch of a group Sipp from July 24.The group Sipp is an extension of its group personal pension plan, allowing clients to choose the self-investment function as and when appropriate. Although Scot Eq believes group Sipp will become more mainstream it says the majority […]
Clerical Medical has been accused of going against the principles of treating customers fairly after promoting a product as “excellent for bond switching”. Broker consultants from Clerical Medical have been emailing adviser firms promoting its investment bond with the line “Up to 8 per cent commission or 108.75 per cent allocation – excellent for bond […]
Barclays Structured Products
Protected FTSE Plan – Issue K5
Back in 1994, having trawled the City for openings in investment management, I found myself having a pre-finals interview with Tim Cockerill at Whitechurch Securities. From the glamour of the Square Mile, with a degree in financial services from the aptly named University of WOE (West of England), I started work as an investment analyst […]
By Simon Fletcher
As a chief executive officer of a business in the financial services sector, I have been dealing with the introduction of auto-enrolment for our clients for some time, but I can also speak from an employer’s point of view, having to go through the process ourselves.
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Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]