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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Latest from Money Marketing
As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]