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.
News and expert analysis straight to your inbox
Sign up
Trouble ahead for Europe? Against a backdrop of Brexit and high sovereign debt, European funds have had a problematic year Brexit has been unavoidable for the past two years, dominating almost every aspect of British life. While the UK parliament has yet to vote on the deal (the original vote was 11 December but this […]
Do not be afraid to challenge clients. Doing so is vital to ensuring their secure financial futures With the use of cashflow modelling software growing, many advisers, while conservative and prudent with their own, often make the mistake of being too keen to include a client’s assumptions without really testing them. This can cause serious […]
Two pension trustees who launched legal proceedings against the advice firm formerly called Truestone Wealth Management have been granted a court date in early 2020. According to Law360 UK, two acting trustees of London-based directors’ retirement and death benefit scheme Radley Yeldar claim a mistake made by an adviser at Truestone has cost them £3.5m. Truestone […]
Comments