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Good will speak at Million Dollar Day

Million Dollar Round Table president Julian Good will address the third annual UK MDRT Day on January 25 in London. MDRT is a US-based international organisation that represents 40,000 financial advisers, with members from over 80 countries.



Capita replaces Defaqto for SimplyBiz members

SimplyBiz has partnered with Capita Financial Software to offer members free product and fund research. SimplyBiz members were previously offered access to Defaqto’s Aequos system. Under the three-year deal members will receive free licences for Capita’s Synaptic research suite and a licence for Capita’s quotation and application portal Webline. The deal will see over 1,500 […]


FSA may fine one more bank over complaints

The FSA could yet sanction another bank over poor complaints handling following its £2.8m fine of Royal Bank of Scotland and NatWest. The regulator announced earlier today that RBS and NatWest had been fined £2.8m over failures in the way the banks handled complaints, including a delay in responding to customers and advising them of […]

New breed of banks base appeal on service

Rachael Adams reports that traditional banks face big challenges to their dominance as new businesses move into the sector focusing on customers’ needs and offering ethical approaches


Barclays says taxpayers should not bail out banks

Taxpayers should not bail out banks that get into difficulties, according to Barclays chief executive Bob Diamond. Giving evidence to the Treasury select committee this morning, Diamond said banks which run into trouble should be able to be wound down by the regulator. He said: “No banks should ever be a burden on the tax […]


Guide: reporting to the Pensions Regulator — what and when?

Johnson Fleming has published a step-by-step guide demonstrating the importance of record keeping and reporting, and how it can ensure you operate a successful scheme. The guide takes you through some key questions you need to ask and identifies the information you need to obtain. The topics include: why you need to keep records and the benefits of doing this; registering your scheme; what information you need to record to ensure you meet the Pensions Regulator’s requirements; and what items need to be recorded and when.


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