The FSA has contracted Capgemini, Tata Consultancy Services and Xansa to upgrade its IT systems and says the move will enable it to cope with bigger demand more effectively.
Homeloan Management Limited has appointed Mark Smith as its new managing director who says he will be targeting new business from his competitors. He will report to newly appointed chairman Steve Haggerty, who has been appointed chairman following his promotion to Skipton Building Society group commercial director.Smith was recently chief operating officer for Barclays retail […]
Key Retirement Solutions has announced a partnership with Intrinsic Financial Services for equity release referral business.Intrinsic says it wants to ensure the best possible advice for their clients and has chosen Key Partnerships 300-plus advisers.Key business development director Dean Mirfin says: We are delighted that Intrinsic has chosen Key to supply its advisers with an […]
SimplyBiz is offering a retirement planning scheme for members which it says will work along similar lines to an annuity. The exit strategy programme, called Stepping Out, will marry retiring members with another member firm that will take over their book of business and its renewals. SimplyBiz will pay members 70 per cent of the […]
Fidelity is hosting its annual investment forum at seven venues across the country from September 25-29. Speakers will include Anthony Bolton, Jorma Korhonen and Tim McCarron at venues including Edinburgh to Southampton. FundsNetwork will hold IHT and estate planning workshops before each forum.
With 23 auto-enrolment compliance notices issued by the Pensions Regulator, and an evolving legislative landscape meaning previously compliant schemes may now be in breach of regulation, now is the time to think about auditing your auto-enrolment scheme. Johnson Fleming is hosting a webinar on 9 October at 11:00 on how to audit your scheme to ensure compliance, avoid breaches and fines and overcome data issues.
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Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]
The FCA has finished implementing the recommendations of the Financial Advice Market Review with the publication today of a policy statement relating to personal recommendations today. The FCA aligned itself with Mifid II last year by mandating that regulated advice must contain a personalised recommendation. In August last year, the FCA published a consultation paper […]