In the Money Marketing article headlined, FSA aims to boost its service standards, you report that IFAs have questioned the confidentiality of the questionnaire which will be held by NOP, the marketing agency we have appointed.I can assure MM readers that NOP will not be giving us the names of the firms which respond. David KenmirManaging director, FSA regulatory services business unit, London E14
Turnout is expected to be a key issue in this general election and so the the parties’ appeal to the grey vote and pension policy is particularly important.
A few years from here, the UK financial advisory landscape is going to look a lot different.
Nine out of ten people believe they must work harder, save more and find additional funding for retirement, according to a survey by Just Retirement.
David Wingar, formerly of Courts IFA in South Wales, is setting up a new firm, Future Asset Management focusing on high net-worth and corporate clients. Wingars wife Nicola is responsible for administration and accounting, and Cathie Rowe will manage client details and compliance. Wingar is area liaison officer for the Personal Finance Society, and will […]
This guide from Johnson Fleming, entitled ‘Choosing an auto-enrolment provider’, will take you through some key questions you need to ask and what information you want to be finding out in response to these.
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Changes to fee disclosure rules under Mifid II look set to make clients more sensitive about an advisers’ value
The market seems incapable of looking beyond Brexit when it comes to valuing domestic-facing companies
Scammers are pretending to have offices in London’s famous Gherkin building as part of their attempts to impersonate a genuine asset manager. The ‘clone’ scam the FCA has highlighted in a website post today involves fraudsters borrowing the name of Wharton Asset Management, which is actually based on Harley Street in London, but forges an […]