View more on these topics

Fund supermarts will debate the future of advice at Sofa summit

Fund supermarket rivals Cofunds and Fidelity are set to go head to head in a debate at Sofa&#39s annual conference to be held on November 30 and December 1.

The conference to be held at the Hilton London Met ro pole, is hoping to attract more than 1,000 IFAs.

It is the first time that the event, which is sponsored by Money Marketing, is being held in London. The conference will include over 25 sessions split into three streams on each day.

Day one&#39s main feature will be a debate between Aifa director general Paul Smee and commercial director of the website Ben Goss. The debate is entitled, The future is bright, the future is online.

The highlight of day two will be the discussion between Cofunds chief executive Sam Jensen and Fidelity UK sales director Robin Threadgold. It will also include Investec Asset Management managing director Jamie MacLeod. The session, entitled, The future of investment advice for IFAs, will be chaired by Money Marketing&#39s founding editor Roger Anderson.

Speakers at the smaller seminars will include Price Waterhouse Coopers partner John Whiting talking on life after IR35 and Winterthur Life pension strategy manager Mike Morrison on income drawdown.

Sofa press spokesman Robert Reid says: “It is an opportunity for advisers to really top up their knowledge over two-days. There are a lot of high-quality debates and technical detail.”


Eureko considering bid for Eq Life

European Insurance group Eureko has confirmed it is considering a bid for mutual life assurer Equitable Life. Eureko has a complicated structure. One part of the group consists of eight insurance companies from across Europe including Friends Provident. But the Dutch and Portuguese members also jointly own a marketing group which also goes under the […]

DBS appoints new product provider manager

DBS has appointed Jackie Ison as product provider manager as part of its drive to develop more business initiatives with providers. Ison was previously products and marketing manager with Halifax IFA where she was responsible for product research and development, marketing and negotiating terms with providers. Ison says: “I&#39m looking forward to further developing DBS […]

&#39Pension savers waste cash as Mig rises&#39

Thousands of pension inv estors could still be saving for no reason despite Govern ment attempts to reform the minimum income guarantee, say IFAs and pension providers.They claim many people will need pension pots of at least £100,000 to reap any ben efit from their savings after Chancellor Gordon Brown revealed plans last week to […]

Marsden brings in 6.35 per cent fixed rate

Marsden Building Society has brought in the five-year fixed rate mortgage. The mortgage has a fixed rate of 6.35 per cent for the first five years of the mortgage for loans up to 90 per cent of valuation and is available to both homebuyers and people wishing to remortgage without moving home. Following the fixed […]

2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm