FundsNetwork’s latest series of user forums will take place in June featuring Fidelity, Henderson and Jupiter. The 18-venue roadshow will include presentations on asset allocation, property investment and income generation in a low-yield environment.
Actuarial and pension specialists Wolanski & Co and CheckleyFisher have merged to create Wolanski CheckleyFisher. Both firms specialise in corporate pensions and the combined firm will create a new player in the actuarial market, made up of seven fully-qualified owner-manager actuaries.
UCB Home Loans will launch two new exclusive products in partnership with some of its national accounts next week.
The Royal Bank of Scotland has launched a new Fixed Rate Bond with a 4.9 per cent top rate.
Ron Sandler has been signed up as chairman of closed life fund consolidator Paternoster.Sandler, current chairman of financial education charity PFEG and former chief executive of Lloyd’s of London, takes up his position with immediate effect. He is also currently chairman of Computacenter, Kyte Group and Oxygen.Paternoster, led by former Prudential UK chief executive Mark […]
Richard Hulf explains how he and John Dodd have positioned the Artemis Global Energy Fund and where they are finding opportunities. Richard explains how he and John are changing the complexion of the fund to focus on the most efficient oil producers. As he tells journalist Alexis Xydias, in this environment of lower prices, he […]
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]